Eight domestic polysilicon producers signed a voluntary pledge to stop low‑price
dumping, not sell below full cost, and to carry out self-inspection under
regulator oversight. The China Nonferrous Metals Industry Association (Silicon
Branch) says the domestic polysilicon market is in a wait‑and‑see standoff with
trading stalled; last week average transaction prices for N‑type feedstock and
granular silicon fell to 32,000 yuan/ton and 31,000 yuan/ton respectively,
markedly below industry full‑cost estimates. Industry sources say prices would
need to rise more than 40% to reach expected full‑cost levels. A signatory said
firms are acting on recent MIIT and SAMR meetings, the pledge is voluntary, and
punitive measures to strengthen self-discipline may be introduced after the
announcement.
