硅业分会：短期内多晶硅市场仍将靠成本保价，预估当前价格已逼近阶段性高点

Core Insights - The average transaction price for n-type polysilicon has increased to 47,400 RMB per ton, reflecting a week-on-week rise of 0.42% [1] - The transaction volume of polysilicon has slightly decreased, but the number of signing companies has increased to six, with some companies maintaining prices while others raised them by 1 RMB per kilogram [1] - The primary reason for the price increase is the significant order volume from leading companies after prices reached cost levels in July, leading to a notable reduction in inventory [1][2] Price Trends - The price range for n-type recycled material is between 45,000 and 49,000 RMB per ton, with an average of 47,400 RMB per ton, showing a 0.42% increase [3] - The price range for n-type granular silicon is between 44,000 and 45,000 RMB per ton, with an average of 44,500 RMB per ton, reflecting a 0.45% increase [3] Production and Supply - The number of operating polysilicon manufacturers remains at nine, with an expected domestic production of 125,000 tons in August and a potential increase to around 140,000 tons in September [2] - To alleviate supply-demand pressure, some silicon material companies are planning coordinated production cuts, which may stabilize output in September [2] Market Dynamics - The current market is characterized by a dual distribution model or high-cost performance procurement, which has not yet returned to a rational purchasing state [2] - It is anticipated that current prices are nearing a temporary peak, with market prices expected to stabilize unless there are significant changes in industrial policy or end-user demand [2] Participating Companies - The companies involved in the price statistics include Sichuan Yongxiang Co., Ltd., GCL-Poly Energy Holdings Limited, Xinte Energy Co., Ltd., and others [4]