Silicon Industry Branch: Expectations of Tightening Polysilicon Supply, Market Trends Remained Stable.

Wisdom Financial APP learned that on November 5th, the Silicon Industry Branch released the weekly review of polysilicon. According to Antaike statistics, the transaction price range of n-type polysilicon feedstock this week was 49,000 to 55,000 yuan per ton, with an average transaction price of 53,200 yuan per ton, remaining flat compared to the previous week. The transaction price range of n-type granular silicon was 50,000 to 51,000 yuan per ton, with an average transaction price of 50,500 yuan per ton, remaining flat compared to the previous week. This week, the overall domestic polysilicon market continued to show a weak and stable trend, with a slight increase in transaction activity. The number of mainstream signing companies increased to 6, and the order transaction volume increased slightly compared to the previous week. The current price remains stable, mainly relying on the expected production reduction on the supply side and potential policy support. Expectations for supply-side contraction have strengthened, with domestic polysilicon production plans for November reduced to below 120,000 tons, mainly due to the impact of rising electricity costs during the dry season in the southwest region.