【期货热点追踪】工业硅继续冲高，多晶硅跟涨，新疆或取消补贴电价和大厂不复产，成本驱动能持续多久？

Core Insights - Industrial silicon continues to rise, with polysilicon also following suit, indicating a potential upward trend in the market [1] - Xinjiang may cancel subsidized electricity prices, which could impact production costs and market dynamics [1] - Major manufacturers are not resuming production, raising questions about how long cost-driven increases can be sustained [1] Industry Summary - The price of industrial silicon is experiencing a significant increase, which is positively affecting the polysilicon market [1] - The potential cancellation of electricity subsidies in Xinjiang could lead to higher operational costs for producers, influencing pricing strategies [1] - The lack of production resumption from large manufacturers suggests a tight supply situation, which may prolong the current price increases [1]