Pricing polysilicon
Coordinated efforts to rationalize excess manufacturing capacity have pushed solar prices to multi-month highs across the Chinese supply chain, but skepticism lingers over the feasibility of such plans. Hanwei Wu of OPIS examines recent efforts to rein in oversupply in the upstream supply chain.
The price of China Mono Premium – OPIS’ assessment for mono-grade polysilicon used in n-type ingot production – has risen by 32% since July 1, 2025, to reach CNY 44.75 ($6.23)/kg as of Aug. 12, the highest price for at least a year. Over the same period, FOB China n-type M10 wafers rose by 29% …
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