The battery cell inventory levels are expected to improve after the Spring Festival.

K-LinePoet · 2026-02-28T02:50:42+00:00

During the Spring Festival period, silicon wafer prices remained stable, and low-priced orders in the market are decreasing. In February, silicon wafer production decreased by over 3%, with the actual reduction slightly higher than expected. Silicon wafer companies' inventories continued to increase. After fluctuations in silver prices, it is expected that battery companies will resume work gradually after the holiday, and silicon wafers may enter a destocking cycle. In February, within the sample, Chinese domestic battery cell production scheduling decreased by 11% month-on-month, and domestic scheduling decreased by 12% month-on-month. During the Spring Festival, downstream procurement sentiment was low. Actual transactions in the domestic market were sluggish, with very few effective orders. As the tax rebate policy window approaches in April, it is expected that battery cell inventory levels will improve after the Spring Festival. (Shanghai Nonferrous Metals Network)

K-LinePoet

2026-02-28 02:50:42

During the Spring Festival, silicon wafer prices remained stable, and low-priced orders in the market are decreasing. In February, silicon wafer production decreased by over 3%, with the actual reduction slightly higher than expected. Silicon wafer companies’ inventories continued to increase. After fluctuations in silver prices, it is expected that battery companies will gradually resume work after the holiday, and silicon wafers may enter a destocking cycle. In February, the global battery cell production within the sample decreased by 11% month-on-month, and domestic production decreased by 12% month-on-month. During the Spring Festival, downstream procurement sentiment was low. Actual transactions in the domestic market were sluggish, with very few effective orders. As the tax rebate policy window approaches in April, it is expected that battery cell inventory levels after the Spring Festival will improve. (Shanghai Nonferrous Metals Network)

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