硅业分会：本周多晶硅n型复投料成交均价环比上涨6.92%

Core Insights - The price range for n-type polysilicon feedstock this week is reported between 34,000 to 38,000 CNY per ton, with an average transaction price of 37,100 CNY per ton, reflecting a week-on-week increase of 6.92% [1] - The transaction price range for n-type granular silicon is between 34,000 to 37,000 CNY per ton, with an average price of 35,600 CNY per ton, showing a week-on-week increase of 6.27% [1] - This week, polysilicon prices continued to rise, with the price range increasing to 45,000 to 50,000 CNY per ton [1] Price Adjustments - Polysilicon prices have been significantly adjusted upwards by 25% to 35%, although new order transaction volumes remain limited [1] - The price increase is primarily due to polysilicon companies operating at a loss for over a year, leading to a need to clear inventory and comply with pricing regulations that require sales to be above comprehensive costs [1] Market Dynamics - Despite the price hikes, wafer companies are still adopting a wait-and-see approach, resulting in a lack of large-scale acceptance of price increases in the short term [1] - Although new orders are scarce, the execution of previously signed orders has strengthened due to price increase expectations, contrasting sharply with previous frequent order cancellations [1] - The polysilicon market appears to be stabilizing after hitting a bottom, indicating a potential recovery trend [1]