多晶硅现货价格持稳运行，专家称库存积压仍是价格难回升的主因

Group 1 - The silicon industry association expects the production of polysilicon in August to be around 125,000 tons, with supply exceeding demand by approximately 16,000 tons [1][2] - The transaction price range for N-type polysilicon is between 45,000 to 49,000 yuan per ton, with an average price of 47,200 yuan per ton, reflecting a week-on-week increase of 0.21% [1] - The overall transaction volume of polysilicon has decreased week-on-week, while the number of signing companies remains stable at 4 to 5 [1][2] Group 2 - Despite increased inventory pressure, the silicon industry association believes that supply and demand are not the core pricing factors in the current abnormal market environment [2] - The industry has been experiencing losses since the second quarter of last year, with a significant inventory build-up being a primary reason for the difficulty in price recovery [2][3] - The market sentiment is supported by a combination of changes in the supply-demand fundamentals and positive market emotions, with the need for upstream and downstream sectors to avoid losses [3]