Technical FAQs 4

How much does non Xinjiang polysilicon cost?

Currently, non-Xinjiang polysilicon with traceability data generally carries a quoted premium of RMB 3–5/kg. Polysilicon prices in dollar terms are prices for polysilicon with non-China origins in dollar terms, not translated from RMB prices.

Why is solar PV demand weakening in China?

Both domestic and overseas installation demand are weakening. In China, affected by weather conditions, utility-scale solar PV project construction in northern regions is nearing completion, sharply reducing rigid demand for large-format modules. With insufficient annual orders, module manufacturers face widespread order scarcity.

Why have polysilicon prices remained weak this week?

Polysilicon prices remained weak but steady this week. The main support lies on the cost floor of the supply chain. Specifically, wafer prices have already fallen to cash-cost levels, meaning current pricing is largely held up by higher polysilicon costs.

Why are module prices falling in December?

With insufficient annual orders, module manufacturers face widespread order scarcity. To mitigate inventory risks, the supply side has implemented significant production cuts. Current spot prices of modules have fallen further to RMB 0.65–0.68/W. Demand in December is expected to weaken further.

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