Chinese wafer prices steadied after dropping last week, with only limited transaction volumes, according to the China Silicon Industry Association. The most expensive N-type G12 product was unchanged at 1.15 yuan ($0.17) per piece in the week through Thursday. Prices for other grades also held firm as buyers remained cautious amid softening demand. The spot market showed limited activity, reflecting broader uncertainty in the sector. Traders are monitoring policy developments for signs of stabilization.

The solar supply chain continues to navigate shifting trade dynamics. While some analysts expect modest recovery in the coming months, others warn of persistent oversupply risks. The association's data suggests the market is finding a temporary floor, but momentum remains fragile without fresh catalysts.

Investors are watching polysilicon output and module shipment figures for directional clues. Any signs of government intervention or demand revival could shift the current bearish bias. For now, the sector braces for another quarter of price pressure and volume constraints.