Silicon Industry Branch: Tight supply of polycrystalline silicon supports continued price increase trend, new energy consumption standards reconstruct supply and demand structure.

According to the Wise Finance APP, the Silicon Industry Branch issued a document stating that this week the transaction price range of n-type recycled polysilicon is between 51,000 and 55,000 yuan/ton, with an average transaction price of 53,200 yuan/ton, an increase of 8.57% compared to the previous period. The transaction price range of n-type granular silicon is between 49,000 and 50,000 yuan/ton, with an average transaction price of 49,500 yuan/ton, an increase of 3.13% compared to the previous period. The number of domestic polysilicon market contracts this week is basically stable compared to last week, but the number of mainstream contract companies has increased to 6. The transaction price continues to rise, mainly because some frontline companies have reached their external sales limit and have limited remaining capacity for short-term contracts. Second-tier companies have begun to sign contracts and transactions, leading to a stage of tight supply in the market. At the same time, recently affected by national policies related to the industry, the industry generally holds optimistic expectations for the future market, providing support for silicon material prices in terms of market sentiment.