At present, industrial silicon factories are experiencing both increased and reduced 

production: some factories have temporarily shut down their furnaces for a few days due 

to power station maintenance, while some enterprises in Sichuan and Yunnan regions are 

gradually resuming production. It is expected that the concentration will be relatively high

 in early June. Although there are occasional reports from downstream users about 

resuming production, the actual increase is limited. With the arrival of the wet season, the 

supply volume will increase, and the contradiction between supply and demand may 

further intensify.

    The industrial silicon futures market has been rising slowly and continuously recently and

 has broken through the high level. In terms of spot goods, downstream purchasing is 

passive. After making many inquiries, they are waiting and seeing, or negotiating with 

long-term suppliers on a case-by-case basis. The extent of price increase is limited. Some 

polysilicon factories have been unable to enter the negotiation stage for a long time after 

making inquiries, and their orders have been put on hold. There are no major positive

 factors to support the spot market for the time being. The trading model of the industrial 

silicon market has shifted from the traditional "buying when prices are rising but not when 

they are falling" to "buying when prices are falling but not when they are rising".