Guoxin Futures: Energy Issues Create Market Disruption, Polysilicon Prices May Oscillate at Low Levels in the Short Term

K-LinePoet · 2026-03-16T21:11:06+00:00

On Monday, the polysilicon futures contract price rose 3.15% compared to the previous trading day, closing at 42,700 yuan/ton, with a reduction of 1,780 positions. On the supply side, polysilicon weekly production increased sequentially, with two enterprises planning to resume operations, and estimated March production expected to increase to 84,000-90,000 tons. On the demand side, silicon wafer and battery cell prices declined, with silicon wafer and battery cell enterprises beginning to digest inventory and increasing production schedules; terminal module prices rose, enterprise operating rates increased, and module inventory is gradually being digested. The polysilicon fundamentals remain weak, with high inventory pressure persisting, energy issues creating market interference, and short-term prices likely to fluctuate at lower levels.

K-LinePoet

2026-03-16 21:11:06

On Monday, the main contract price of polysilicon increased by 3.15% compared to the previous trading day, closing at 42,700 yuan/ton, with a reduction of 1,780 lots. On the supply side, weekly polysilicon production increased month-on-month, with two companies planning to resume production, and March output is expected to rise to approximately 84,000-90,000 tons. Regarding downstream demand, the prices of silicon wafers and solar cells have declined, and inventories at wafer and cell companies are beginning to be digested, leading to increased production schedules; terminal component prices have risen, plant operating rates have increased, and component inventories are gradually being absorbed. The fundamentals of polysilicon remain weak, with high inventory pressure persisting. Energy issues are disrupting the market, and short-term prices may fluctuate at low levels.

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