On January 14, 2026, the State Council Information Office held a press conference where Wang Jun, Vice Minister of the General Administration of Customs, stated that from 2020 to 2025, the import and export of high-tech products grew at an average annual rate of 7.9%. In 2025, the year-on-year growth rate further accelerated to 11.4%, contributing nearly 60% to the overall growth of foreign trade. The export scale of the "new three" products—electric vehicles, photovoltaic products, and lithium batteries—reached nearly 1.3 trillion yuan in 2025, a 3.5-fold increase compared to 2020.
PriceSeek's analysis of polysilicon shows a bullish-bearish score of 1.5.
Reason: The article indicates that the export scale of photovoltaic products reached 1.3 trillion yuan in 2025, a 3.5-fold increase compared to 2020, suggesting a significant rise in demand for polysilicon as a core raw material, which is favorable for the upward movement of spot prices. Combined with polysilicon futures data, such as the closing price of the 2605 contract at 49,005 yuan/ton (January 13, 2026, Guangzhou Futures Exchange), although it fell by 1,615 yuan in the short term, strong demand expectations will support a rebound in futures prices. Overall, the significant growth in demand constitutes a major positive factor for commodity prices.
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