硅业分会：多晶硅主流签单维稳 后市预期探涨

Core Insights - The price range for n-type polysilicon recycled materials is between 46,000 to 51,000 CNY per ton, with an average price of 47,900 CNY per ton, remaining stable week-on-week [1] - The average transaction price for n-type granular silicon has increased by 2.17% week-on-week to 47,000 CNY per ton [1] - The number of main signing enterprises in the polysilicon market has decreased to 3-4, indicating a reduction in market activity [1] Price Trends - The price of n-type recycled materials is stable, while n-type granular silicon prices have seen a slight increase [2] - The average price for n-type recycled materials is 47,900 CNY per ton, with no fluctuation [2] - The average price for n-type granular silicon is 47,000 CNY per ton, reflecting a 0.10 CNY increase [2] Market Dynamics - There has been a reduction in the signing volume of polysilicon, with some downstream companies extending their delivery periods to October to secure supply [1] - The market sentiment remains optimistic due to self-reduction in production by companies and increased stocking demand from downstream [1] - The total production of polysilicon in September is expected to be around 125,000 to 130,000 tons, down from the original plan of 140,000 tons [1] Industry Participants - The price statistics are based on data from nine polysilicon production companies, which account for 87% of domestic production [2][3] - The companies involved include Sichuan Yongxiang Co., Ltd., GCL-Poly Energy Holdings Limited, and Xinjiang Goin Technology Co., Ltd., among others [3]