Silicon Industry Branch: The continuous decline in polysilicon prices is mainly due to two reasons

K-LinePoet · 2026-04-06T20:19:06+00:00

This week's market trading atmosphere has cooled down, with only a few companies securing new orders. Transaction volume and activity have declined. Downstream companies are pessimistic about the outlook and are cautious in procurement, leading to continuous price drops, mainly due to low operating rates and high inventories. Some upstream companies are lowering quotes to ease financial pressure and facilitate transactions.

K-LinePoet

2026-04-06 20:19:06

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Market trading sentiment this week weakened month-over-month; only 2–3 companies secured new orders, and both trading volume and activity fell compared with the prior weeks. With light market deal-making, this is partly because some large orders from March were already signed off at the end of February and in early March, which reduces the number of new orders that can be signed this week. On the other hand, downstream companies have a pessimistic outlook and are taking a more cautious approach to procurement. Prices continue to slide mainly for two reasons: first, downstream companies’ operating rates remain at a low level, and their own inventory of polysilicon feedstock is at a high level, leaving the market without incremental support for demand for polysilicon; second, downstream companies’ expectations for the future are pessimistic, so they have no intention of expanding procurement demand, while some upstream companies, to ease cash-flow pressure, are forced to accept lower quotes to close transactions, thereby pulling down the spot deal price center of gravity. (Silicon Industry Association)

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