Industrial silicon futures have been rising continuously, but terminal purchasing has been slightly negative

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Addtime:2026-05-13 15:27:47

    At present, industrial silicon factories are experiencing both increased and reduced 

production: some factories have temporarily shut down their furnaces for a few days due 

to power station maintenance, while some enterprises in Sichuan and Yunnan regions are 

gradually resuming production. It is expected that the concentration will be relatively high 

in early June. Although there are occasional reports from downstream users about resuming

 production, the actual increase is limited. With the arrival of the wet season, the supply 

volume will increase, and the contradiction between supply and demand may further 

intensify.


    The industrial silicon futures market has been rising slowly and continuously recently and

 has broken through the high level. In terms of spot goods, downstream purchasing is 

passive. After making many inquiries, they are waiting and seeing, or negotiating with 

long-term suppliers on a case-by-case basis. The extent of price increase is limited. Some 

polysilicon factories have been unable to enter the negotiation stage for a long time after

 making inquiries, and their orders have been put on hold. There are no major positive 

factors to support the spot market for the time being. The trading model of the industrial 

silicon market has shifted from the traditional "buying when prices are rising but not when 

they are falling" to "buying when prices are falling but not when they are rising".


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