2026 FerroAlloyNet 21st Silicon Industry Development Forum & Polysilicon Industry Conference

On the evening of March 25th, the FerroAlloyNet 21st Silicon Industry Development Forum & Polysilicon Industry Conference Welcome Dinner and 2025 China Silicon Metal Outstanding Supplier Award Ceremony were held in Chongqing as scheduled.

Established for 23 years, FerroaAlloyNet has been deeply involved in silicon industry data research, and its product data is widely used throughout the industry. The company adheres to the mission of "Customer needs are my responsibility," upholds the principles of "neutrality, professionalism, and focus," and insists on the tenet of "mutual assistance and win-win cooperation." The website is updated daily with the latest domestic and international silicon industry market analysis, providing effective information for silicon companies, with an industry coverage rate of 90%. Through 23 years of trials and tribulations, the Silicon Industry Development Forum and Polysilicon Photovoltaic Conference have been a driving force for progress. The 2025 Outstanding Supplier Award Ceremony will feature the following awards:

2025 China Silicon Metal Outstanding Supplier:

2025 China Silicon Metal Excellent Service Provider:

Top-Quality Raw Material Suppliers for Chinese Silicon Metal Industry in 2025:

On March 26th, the FerroAlloyNet 21st Silicon Industry Development Forum & Polysilicon Industry Conference, hosted by FerroAlloyNet, officially kicked off amidst widespread industry attention. The conference, themed "Capacity Clearing, Cost Reduction and Efficiency Improvement, and Green Transformation," brought together industry experts, enterprise representatives, and research institutions from upstream and downstream sectors of the industrial silicon, polysilicon, photovoltaic, and aluminum alloy industries to conduct in-depth exchanges on core issues such as the current state of the industry, market trends, technological innovation, and green transformation, jointly exploring sustainable development paths for silicon-based materials in the new cycle.

Pan Cunxiang, Secretary-General of the Xinjiang Uygur Autonomous Region Nonferrous Metals Industry Association, delivered a presentation titled Current Status and Development Layout of Xinjiang's Industrial Silicon and Polysilicon Industries in 2026, systematically outlining Xinjiang's development status as a major silicon-producing region in China. He pointed out that Xinjiang currently has 23 industrial silicon enterprises, with a production capacity of 2.76 million tons and an output of 2.29 million tons in 2025. There are 12 polysilicon enterprises, with a combined production capacity of 960,000 tons in 2026. Pan Cunxiang analyzed that Xinjiang has significant advantages in energy costs and industrial foundation, but still faces shortcomings in raw material supply, logistics costs, and professional talent. In 2026, Xinjiang's silicon industry will enter a period of deep adjustment, facing uncertainties in capacity expansion, with supply-demand imbalances and downward price pressures coexisting. Policy variables may reshape the market landscape. Enterprises need to accelerate technological upgrades and structural optimization amidst this painful transition to seize the opportunities of the new round of development.

Dai Siyuan, Deputy Secretary-General of the Photovoltaic Power Generation Committee of the China Photovoltaic Industry Association, stated in the report New Landscape of China's Photovoltaic Industry in 2026 that the photovoltaic industry is transitioning from rapid growth to a phase of high-quality development. The synergy along the upstream and downstream industrial chain, technological iteration, and policy guidance are collectively shaping a new competitive landscape. He emphasized that industrial silicon and polysilicon sectors, as the "cornerstones" of the photovoltaic industry chain, must closely align with downstream demand changes, enhance supply quality, and strengthen cost control capabilities to take the initiative in the upcoming industry reshuffle.

Wang Weidong, Chief Expert at Beijing Antaike Information Technology Co., Ltd., shared insights in his presentation 2026 Domestic Aluminum Alloy Market Development Trends and Outlook for Industrial Silicon Demand. He provided a detailed analysis of silicon usage across various aluminum alloy sub-sectors: in 2025, silicon consumption for 4-series wrought aluminum alloys reached approximately 40,000 metric tons, marking a year-on-year increase of 5.3%, for A356 alloys, silicon usage stood at about 179,000 metric tons, up 4.1%, and for die-cast aluminum alloys, silicon consumption was around 312,000 metric tons, rising by 6.1%. Wang Weidong noted that while overall aluminum consumption has entered a plateau phase, the "new three" sectors—new energy vehicles and photovoltaics, among others—continue to provide strong support for aluminum demand. In the coming years, silicon usage in aluminum alloys is expected to remain generally stable, while the role of recycled aluminum becomes increasingly significant. He emphasized that companies should pay close attention to potential growth areas in emerging application fields.

Wang Yanqing, Chief Researcher of Precious Metals & Photovoltaics of China Futures CO.,LTD., provided an in-depth analysis of the operational logic behind the industrial silicon and polysilicon futures markets in his report Outlook for the Dual-Silicon Futures Market and Hedging Strategies. He stated that in 2026, the supply side of industrial silicon will be constrained by sustained losses and upward pressure on costs, with production capacity in Southwest China becoming increasingly marginalized, likely keeping the annual output roughly flat compared to 2025. On the demand side, the slowdown in photovoltaic installation growth, production cuts in the silicone sector, and steady yet slightly increasing silicon usage in aluminum alloys suggest that overall demand may enter a phase of negative growth. Wang Yanqing emphasized that market-driven "anti-involution" and the legal principle of "no sales below cost" are emerging as industry consensus, and companies should make effective use of futures tools to strengthen risk management and enhance their ability to withstand cyclical fluctuations.

Wu Huizhen, senior technical expert from Xi'an Longjing Environmental Protection Technology Co., Ltd., delivered a thematic report titled Explanation and Application of High-Temperature Denitrification Processes in the Metal Silicon and Ferroalloy Industries, focusing on environmental protection technologies. She pointed out that with the deepening implementation of the ‘dual carbon’ goals, tail gas treatment and energy consumption control in industrial silicon production have become baseline requirements for corporate survival and development. Advanced desulfurization and denitrification technologies not only effectively reduce pollutant emissions but also create new advantages for green production for enterprises.

Wang Li, senior analyst at CRU, analyzed the changing dynamics of the global market in her report Outlook for Overseas Industrial Silicon Supply and Demand. She pointed out that due to trade barriers and the energy crisis, overseas industrial silicon plants generally fell into losses in 2025, with the market exhibiting weakness on both the supply and demand sides. Looking ahead to 2026, overseas demand is expected to weaken further. However, in the long term, the core role of silicon-based materials in the green energy and electrification transition will continue to provide sustained momentum for demand growth.

Yang Xiaoting, polysilicon analyst at Tongwei Group Co., Ltd., presented a report titled Global Polysilicon Supply and Demand Outlook and Tongwei's Capacity Layout, which systematically reviewed the global polysilicon capacity structure, cost curves, and regional layout, providing important supply-side references for the industry.

Qian Kun, Director of Strategic Research at GCL Technology Holdings Limited, highlighted the latest advancements and industrialization achievements of FBR granular silicon technology in his report The Path to N-Type Application of Granular Silicon and Sustained Industry-Leading ESG Contributions. He stated that granular silicon, with its excellent metal impurity control and low-carbon emission characteristics, is becoming a key material for n-type high-efficiency photovoltaic cells. Currently, GCL's granular silicon production capacity has reached 480,000 metric tons per year, fully replacing rod-shaped silicon production. Qian Kun emphasized that as overseas markets impose increasingly stringent requirements for ESG disclosure in supply chains, "green" has become an essential tool for companies to navigate trade barriers and build international competitiveness. GCL Technology will continue to advance the development of its carbon chain to support the industry in achieving deep emission reduction goals.

Fang Sichun, analyst of Infolink, delivered a presentation titled PV Supply Chain Outlook for 2026: Reconstructing the starting point, in which she systematically analyzed the restructuring trends of the global photovoltaic supply chain. She pointed out that amid supply gluts, capacity expansions across various segments have been widely delayed, and policy orientation is shifting from ‘guiding demand growth’ to ‘regulating supply balance.’ Inventory pressure is concentrated at both ends of the industrial chain, and the industry is entering a new phase characterized by structural optimization and competitive realignment.

Tang Dan, senior analyst at FerroAlloyNet, delivered an in-depth analysis titled When Will Industrial Silicon Prices Bottom Out?. She reviewed the sharp fluctuations in industrial silicon prices in recent years, noting that the cost structure has shifted from full ‘cost’ to ‘cash cost,’ the traditional advantages of Southwest China have weakened, and industry losses continue to widen. Tang Dan forecasts that in 2026, industrial silicon production is expected to reach around 4.6 million metric tons, with downstream demand at approximately 4.5 million metric tons, and prices will fluctuate in the range of 8,000–10,000 RMB per ton. Digesting high inventory levels remains the primary challenge facing the industry. She stated that a true market turning point still awaits substantial supply-side clearance and a structural recovery in demand.