Recently, during an institutional research meeting, Tongwei Co., Ltd. stated that from a short-term fundamental perspective, there is sufficient inventory of polysilicon in the downstream silicon wafer sector, with production orders declining month-on-month. The overall transaction sentiment in the polysilicon market is relatively weak, but considering that the price in the polysilicon sector has already bottomed out, there is limited downward space for the price, and it is expected to stabilize in the short term. Looking ahead, entering the destocking phase in the polysilicon sector will be one of the necessary conditions for price rebound. Actions for industry self-discipline are also expected to accelerate this process. If downstream installation demand can improve simultaneously as the peak season approaches, there will be less resistance to the rebound in polysilicon prices.
通威股份:多晶硅环节价格已经触底,向下空间有限,短期有望维稳运行
Tongwei Co., Ltd.: The price in the polysilicon sector has already bottomed out, with limited downward space, and is expected to stabilize in the short term.
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