On January 30, 2026, it was learned from a press conference held by the National Energy Administration that in 2025, China's newly installed capacity of wind and photovoltaic power exceeded 430 million kilowatts, with the cumulative installed capacity surpassing 1.8 billion kilowatts. Among them, investment in onshore wind power showed strong growth, with the investment completed in key projects increasing by nearly 50% year-on-year.
PriceSeek's analysis of polysilicon, with a long-short score of 2, indicates that the article reveals that in 2025, China's newly installed capacity of wind and photovoltaic power exceeded 430 million kilowatts, with the cumulative installed capacity surpassing 1.8 billion kilowatts, and onshore wind power investment increased by nearly 50% year-on-year. This demonstrates a strong expansion in demand for the photovoltaic industry. As a core raw material, the spot demand for polysilicon is expected to surge, driving up prices. Combined with futures data, the main polysilicon contract 2605 (closing at 49,335 yuan per ton on January 29, 2026, down by 1,265 yuan) is currently under pressure. However, the expected growth in demand is likely to boost market confidence, driving a rebound in futures prices, which is significantly favorable.
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