According to the Polysilicon Industry Branch, the transaction price range for N-type polysilicon rods (re-melted material) stood at RMB 34,000–35,000 per ton, with an average transaction price of RMB 34,700 per ton—a month-on-month decline of 1.70%. Meanwhile, the transaction price range for N-type granular polysilicon was RMB 33,000–35,000 per ton, with an average transaction price of RMB 34,000 per ton—a month-on-month decline of 0.87%. Based on production schedules released by various enterprises, the polysilicon market is expected to enter a phase of simultaneous growth in both supply and demand during June.

On the supply side, five enterprises are expected to resume production or increase output, while another enterprise has scheduled maintenance work. Taking these factors into account, domestic polysilicon production in June is projected to rise to a range of 90,000 to 91,000 tons.

On the demand side, downstream silicon wafer manufacturers are also expected to ramp up production; consequently, the corresponding demand for polysilicon is projected to reach approximately 87,000 tons. Based on a comprehensive assessment, the market in June is likely to experience either a slight accumulation of inventory or a tight balance between supply and demand. However, given that industry-wide inventory levels have not yet seen effective depletion, the expectation of increased supply is likely to exert a more direct influence on market sentiment. Whether the anticipated growth in downstream demand can effectively absorb this additional supply—thereby achieving a genuine market equilibrium—will be the critical factor shaping future market trends.

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