Polysilicon Prices Temporarily Stabilize, Module Market Sentiment Slightly Weaker [SMM Silicon-Based PV Morning Meeting Minutes]

[SMM Silicon-Based PV Morning Meeting Summary: Polysilicon Prices Temporarily Stable, Module Market Sentiment Slightly Weaker] Over the weekend, the quotation for N-type recharging polysilicon was 49.6-55 yuan/kg, the N-type polysilicon price index stood at 51.99 yuan/kg, and granular polysilicon was quoted at 49-51 yuan/kg. Polysilicon prices remained temporarily stable over the weekend. The association confirmed the establishment of a platform company, which provided some boost to market sentiment. A polysilicon meeting was held over the weekend, with polysilicon producers showing some intention to hold quotes firm, while downstream acceptance capacity was limited due to cost pressures. The market requires continued observation.

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[SMM Manganese Ore Weekly Review] Manganese Ore Market Temporarily Stabilizes at High Levels, Performance Diverges by Variety

December 12 news: Northern ports: South African high-iron ore at 30-30.5 yuan/mtu, up 1.34% WoW; South African semi-carbonate ore at 34-34.5 yuan/mtu, down 0.58% WoW; Gabon ore at 41.9-43.5 yuan/mtu, up 2.61% WoW; Australian lumps at 41-41.7 yuan/mtu, up 5.56% WoW; South African medium-iron ore at 36.4-37.4 yuan/mtu, up 0.81% WoW. Southern ports: South African high-iron ore at 30.3-30.8 yuan/mtu, down 1.61% WoW; South African semi-carbonate ore at 36.4-37.3 yuan/mtu, down 1.34% WoW; Gabon ore at 41.1-42 yuan/mtu, up 1.22% WoW; Australian lumps at 41.5-42.2 yuan/mtu, up 2.45% WoW; South African medium-iron ore at 37.1-37.6 yuan/mtu, down 1.32% WoW. The manganese ore market continued its previous firm trend, with differentiated performance among varieties, among which the transaction price of high-grade manganese ore rose particularly prominently.