Silicon Metal Industry Annual Report 2025

Contents

Silicon Metal Industry Annual Report 2025 1
1. Silicon metal industry overview 7
1.1 Definition of silicon metal 7
1.2 Global distribution of silicon metal capacity 7
1.3 Applications of silicon metal 7
1.3.1 Application areas 7
1.3.Asian Metal Copyright2.Asian Metal Copyright1.1 To produce alloys 7
1.3.Asian Metal Copyright4 Silicon metal 4-4-1 Delivered 12 3.Asian Metal Copyright1.2 To produce silicone fluid, resin, elastomer and other organic silicon 8
1.3.Asian Metal Copyright6.Asian Metal Copyright1.3 To produce photovoltaic components and semiconductor components 8
1.3.2 Application proportion in China 2025 8
1.4 Production cost of silicon metal in China 8
1.5 Features of silicon metal production in China 8
2. Economy and policy 8
2.1 Feedback received for third batch of third round of central environmental inspections 8
2.2 China reviews anti-dumping duties on solar-grade polysilicon from US, South Korea 8
2.3 China to impose additional 34% tariff on all US imports 9
3. Market Movements 9
3.1 Domestic Market 9
3.1.1 Silicon metal 97%min EXW D/P 9
3.1.2 Silicon metal 7-8-3 Delivered 10
3.1.3 Silicon metal 5-5-3 Delivered 11
3.1.4 Silicon metal 4-4-1 Delivered 12
3.1.5 Chinese silicon metal 3-3-03 Delivered 13
3.1.6 Silicon metal 2-2-02 Delivered 14
3.1.7 Silicon metal 4-2-1 Delivered 14
3.1.8 Polysilicon 9N Delivered 15
3.1.9 Silicon Powder 99%min Delivered 16
3.1.10 Annual overview of Chinese ferrosilicon market 17
3.1.2 Chinese ferrosilicon market Q1 2025 17
3.1.3 Chinese ferrosilicon market Q2 2025 18
3.1.4 Chinese ferrosilicon market Q3 2024 18
3.1.5 Chinese ferrosilicon market Q4 2025 18
3.2 Export Market 19
3.2.1 Silicon metal 7-8-3 FOB China 19
3.2.2 Silicon metal 5-5-3 FOB China 20
3.2.2 Silicon metal 4-4-1 FOB China 22
3.2.3 Silicon metal 3-3-03 FOB China 23
3.2.4 Silicon metal 2-2-02 FOB China 25
3.2.5 Annual Review of Chinese ferrosilicon export market 26
3.2.Asian Metal Copyright6 China silicon metal producers' inventory by province by month 2025 40 5.Asian Metal Copyright5.1 Chinese ferrosilicon export market Q1 2025 27
3.2.Asian Metal Copyright4 Chinese ferrosilicon export market Q4 2025 29 3.Asian Metal Copyright5.2 Chinese ferrosilicon export market Q2 2025 27
3.2.Asian Metal Copyright2.Asian Metal Copyright5.3 Chinese ferrosilicon export market Q3 2025 28
3.2.Asian Metal Copyright3.Asian Metal Copyright5.4 Chinese ferrosilicon export market Q4 2025 29
3.3 International Market 29
3.3.1 Silicon metal 5-5-3 Delivered Europe 29
3.3.2 Silicon metal 4-4-1 Delivered Europe 30
3.3.3 Silicon metal 5-5-3 In port India 31
3.3.4 Silicon metal 4-4-1 In port India 32
3.3.6 Annual Review of the US ferrosilicon market 33
3.3.Asian Metal Copyright3 Indian ferrosilicon market Q3 2025 35 3.Asian Metal Copyright6.1 The US ferrosilicon market Q1 2025 33
3.3.Asian Metal Copyright3 China to impose additional 34% tariff on all US imports 9 3.Asian Metal Copyright6.2 The US ferrosilicon market Q2 2024 34
3.3.Asian Metal Copyright2.Asian Metal Copyright6.3 The US ferrosilicon market Q3 2025 34
3.3.Asian Metal Copyright3 Yongchang Silicon puts hydropower silicon project into operation 36 4.Asian Metal Copyright6.4 The US ferrosilicon market Q4 2025 34
3.3.7 Annual review of European ferrosilicon market 34
3.3.Asian Metal Copyright5 Chinese silicon metal 3-3-03 Delivered 13 3.Asian Metal Copyright7.1 European ferrosilicon market Q1 2025 34
3.3.Asian Metal Copyright1 Domestic Market 9 3.Asian Metal Copyright7.2 European ferrosilicon market Q2 2025 34
3.3.Asian Metal Copyright3 The US ferrosilicon market Q3 2025 34 3.Asian Metal Copyright7.3 European ferrosilicon market Q3 2024 35
3.3.Asian Metal Copyright1 Definition of silicon metal 7 1.Asian Metal Copyright7.4 European ferrosilicon market Q4 2025 35
3.3.8 Annual review of Indian ferrosilicon market 35
3.3.Asian Metal Copyright4 Chinese silicon metal producers' average operation rate by month by province 2025 39 5.Asian Metal Copyright8.1 Indian ferrosilicon market Q1 2025 35
3.3.Asian Metal Copyright20% YOY in 2025 45 8.Asian Metal Copyright8.2 Indian ferrosilicon market Q2 2025 35
3.3.Asian Metal Copyright3.Asian Metal Copyright8.3 Indian ferrosilicon market Q3 2025 35
3.3.Asian Metal Copyright7 Henan Rongwang to build recycled silicon metal project 37 4.Asian Metal Copyright8.4 Indian ferrosilicon market Q4 2024 36
4. Company News 36
4.1 Domestical company news 36
4.1.1 Inner Mongolia Xingfa to build 100ktpa silicon metal project 36
4.1.2 Xinjiang TBEA Loulan New Energy Materials to build 100ktpa silicon metal project 36
4.1.3 Yongchang Silicon puts hydropower silicon project into operation 36
4.1.4 Yongchang Silicon puts hydropower silicon project into operation 36
4.1.5 Hoshine Silicon reports higher annual industrial silicon production and sales 36
4.1.6 Baoshan sees steady growth in Q1 silicon metal production 37
4.1.7 Henan Rongwang to build recycled silicon metal project 37
4.1.8 GCL Suzhou signs deal for silicon material with Zhongneng Silicon 37
4.1.9 Yongchang Silicon's 100ktpa silicon project meets energy-saving targets 37
4.1.10 Zhongda Magnesium breaks ground on serpentine utilization project 37
4.1.11 Baoshan silicon metal output rises 30% YoY in Jan-Aug 37
4.1.12 First silicon metal project breaks ground in Xilin Gol League 37
4.2 Overseas company news 38
4.2.1 REC Silicon releases annual report 2024 38
4.2.2 Works approval for Arrowsmith North silica sand project 38
4.2.3 VRX Silica signs two more binding offtakes for Arrowsmith North 38
5. Producers Statistics 38
5.1 Chinese silicon metal producers' statistics 2025 38
5.1.1 Silicon metal producers' distribution by province by year 2025 38
5.1.2 Silicon metal production capacity distribution by month by province in 2025 38
5.1.3 Top 15 Chinese silicon metal plants by capacity 2025 39
5.1.4 Chinese silicon metal producers' average operation rate by month by province 2025 39
5.1.5 Silicon metal output distribution by month by province 2025 40
5.1.6 China silicon metal producers' inventory by province by month 2025 40
5.1.Asian Metal Copyright1.Asian Metal Copyright7 China's ferrosilicon producers' production capacity down by 3.53% YoY in 2025 41
5.1.Asian Metal Copyright3.Asian Metal Copyright8 China's ferrosilicon producers' operating rate up by 0.44% YoY in 2025 41
5.1.Asian Metal Copyright1.Asian Metal Copyright9 China's ferrosilicon producers' output down by 4.82% YoY in 2025 41
5.1.Asian Metal Copyright3.Asian Metal Copyright10 China's ferrosilicon producers' average inventory down by 39.76% YoY in 2025 42
5.2 International producers' statistics 42
5.2.1 International producers' statistics in 2025 42
5.3 International producers' statistics 43
5.3.1 Producer statistics in Russia 2025 43
5.3.2 Producer statistics in Malaysia 2025 43
5.3.3 Producer statistics in Brazil 2025 43
5.3.4 Producer statistics in US 2025 43
5.3.5 Producer statistics in Canada 2025 44
5.3.6 Producer statistics in Europe 2025 44
5.3.7 Producer statistics in Egypt 2025 44
5.3.8 Producer statistics in Iran 2025 44
6. Traders Statistics 44
6.1 Main Chinese silicon metal exporters list 2025 44
7. Customs Statistics 44
7.1 Chinese silicon metal annual export volume 2025 44
7.2 Chinese silicon metal export volume by country by month 2025 45
7.3 Chinese silicon metal export volume by country by year 2025 45
7.4 Import data for polysilicon 45
7.5 China's ferrosilicon export volume down by 8.20% YOY in 2025 45
8. Supply and Demand Outlook 46
8.1 Supply Outlook 46
8.1.1 Silicon metal plants planned new established capacity China 2025 46
8.1.2 Silicon metal planned new established capacity worldwide 2025 46
8.2 Demand outlook 46
8.2.1 Domestic demand in China 46
8.2.Asian Metal Copyright7.Asian Metal Copyright1.1 Demand from polysilicon industry 46
8.2.Asian Metal Copyright5 Chinese ferrosilicon market Q4 2025 18 3.Asian Metal Copyright1.2 Demand from organosilicon industry 46
8.2.Asian Metal Copyright11 Baoshan silicon metal output rises 30% YoY in Jan-Aug 37 4.Asian Metal Copyright1.3 Demand from aluminum alloy industry 46
8.2.2 Overseas demand 47
8.2.Asian Metal Copyright4 Chinese ferrosilicon market Q3 2024 18 3.Asian Metal Copyright2.1 Silicon metal demand in Europe 47
8.2.Asian Metal Copyright6 Ferrosilicon 75%min market in China 47 8.Asian Metal Copyright2.2 Silicon metal demand in India 47
8.2.Asian Metal Copyright5.Asian Metal Copyright2.3 Silicon metal demand in Japan 47
8.2.Asian Metal Copyright3 Chinese ferrosilicon market Q2 2025 18 3.Asian Metal Copyright2.4 Silicon metal demand in the US 47
8.2.Asian Metal Copyright20% YOY in 2025 45 8.Asian Metal Copyright2.5 Ferrosilicon 72%min market in China 47
8.2.Asian Metal Copyright2.Asian Metal Copyright2.6 Ferrosilicon 75%min market in China 47
8.2.Asian Metal Copyright2.Asian Metal Copyright2.7 Chinese ferrosilicon 72%min export market 47
8.2.Asian Metal Copyright3 Silicon metal demand in Japan 47 8.Asian Metal Copyright2.8 Chinese ferrosilicon 75%min export market 47
8.2.Asian Metal Copyright6 Baoshan sees steady growth in Q1 silicon metal production 37 4.Asian Metal Copyright2.9 Indian ferrosilicon 70%min market 47
8.2.Asian Metal Copyright1.Asian Metal Copyright2.10 Ferrosilicon 75%min market in Europe 47
8.2.Asian Metal Copyright8 Annual review of Indian ferrosilicon market 35 3.Asian Metal Copyright2.11 Ferrosilicon 75%min market in the US 47
.Asian Metal Copyright3Asian Metal Copyright