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New energy · Comment Analysis 11-02 Published

Production cuts underpinning prices cannot offset the pressure of inventory accumulation. The price of Polycrystalline Silicon dropped by 250 yuan within 2 days. When will the inflection point of demand emerge?

On November 2, 2026, the average price of Changjiang Comprehensive Polycrystalline Silicon was 40,000 yuan per ton, down 250 yuan from the previous trading day. The futures market simultaneously continued its weak trend, with the main Polycrystalline Silicon contract closing down 2.59%. The current polysilicon market presents a very typical pattern of bull-bear confrontation.

✍️ CCMN yangxf Editorial Team
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Polycrystalline Silicon Silicon Material
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