Monthly Silicon Market Report Apr 2025

Contents

1. Market Highlights 2
2. Market Movements 2
2.1 Chinese market 2
2.1.2 Silicon metal 7-8-3 delivered 2
2.1.3 Silicon metal 5-5-3 delivered 2
2.1.4 Silicon metal 4-4-1 delivered 2
2.1.5 Silicon metal 3-3-03 delivered 2
2.1.6 Silicon metal 2-2-02 delivered 2
2.1.7 Silicon metal 4-2-1 delivered 3
2.1.8 Polysilicon 9N delivered 3
2.1.9 Silicon Powder 99%min delivered 3
2.1.10 Chinese ferrosilicon 72%min EXW D/P 3
2.1.11 Chinese ferrosilicon 75%min EXW D/P 3
2.2 Export market 3
2.2.1 Silicon metal 5-5-3 FOB China 3
2.2.2 Silicon metal 4-4-1 FOB China 4
2.2.3 Silicon metal 3-3-03 FOB China 4
2.2.4 Silicon metal 2-2-02 FOB China 4
2.2.5 Chinese ferrosilicon 72%min FOB China 4
2.2.6 Chinese ferrosilicon 72%min Ex-VAT FOB China 4
2.2.7 Chinese ferrosilicon 75%min FOB China 4
2.2.8 Chinese ferrosilicon 75%min Ex-VAT FOB China 5
2.3 International market 5
2.3.1 Silicon metal 5-5-3 DDP in Europe 5
2.3.2 Silicon metal 4-4-1 DDP in Europe 5
2.3.3 Silicon metal 5-5-3 delivered in India 5
2.3.4 Silicon metal 4-4-1 delivered in India 5
2.3.Asian Metal Copyright1 Chinese market 2 2.Asian Metal Copyright5 Silicon metal 98.Asian Metal Copyright5 Silicon metal 98.Asian Metal Copyright5%min D.Asian Metal Copyright6 Silicon metal 2-2-02 delivered 2 2.Asian Metal CopyrightD.P in US 5
2.3.6 Ferrosilicon 75%min in Europe in warehouse Rotterdam 6
2.3.7 Ferrosilicon 75%min in the US in warehouse Pittsburgh 6
2.3.8 Ferrosilicon 70%min in India EXW D/P 6
3. Company News 6
3.1 Xinjiang Jiazhou Silicon Industry halts silicon metal production 6
3.2 Sichuan Xilong resumes silicon metal production 6
3.3Guizhou Shengxin cuts silicon metal production 6
3.4 Yongchang Silicon puts hydropower silicon project into operation 7
3.5 Ningxia Jinyuan plans to resume silicon metal production 7
3.6 Huayang Optoelectronics resumes silicon metal production 7
3.7 Hunan Taian resumes silicon metal production 7
3.8 Longling Xingxin suspends silicon metal production 7
3.9 Xinjiang Guopeng Silicon Industry halts silicon metal production 7
3.10 Shaanxi Shuangyi ceases ferrosilicon production 8
3.11 Qinghai Tongli suspends ferrosilicon 72%min production 8
3.12 Longnan Wanli cuts ferrosilicon production 8
4. Producers Statistics 8
4.1 Chinese silicon metal producers' operating rate down by 0.45% MoM in Apr 8
4.2 Chinese silicon metal producers' output down by 0.7% MoM in Apr 8
4.3 Chinese silicon metal producers' inventory up by 11.38% MoM in Apr 8
4.4 Chinese ferrosilicon producers' operating rate down by 13.89% MoM in Apr 9
4.5 Chinese ferrosilicon producers' output down by 13.88% MoM in Apr 9
4.6 Chinese ferrosilicon producers' inventory up by287.75% MoM in Apr 9
5. Customs Statistics 9
5.1 China's silicon export volume rose 34.71% YoY in Mar 2025 9
5.2 China's ferro-silicon (Si≤55%) export volume slid 21.18% YoY in Mar 2025 10
5.3 China's ferro-silicon (Si＞55%) export volume increased 24.46% YoY in Mar 2025 11
5.4 China's polysilicon export volume rose 18.78% YoY in Mar 2025 12
5.5 China's ferro-silicon (Si＞55%) import volume rose 406.31% YoY in Jan 2025 13
.Asian Metal Copyright1 Silicon metal 5-5-3 FOB China 3 2Asian Metal Copyright