多晶硅异动，原因找到了

Group 1 - The core viewpoint of the news is the significant increase in polysilicon futures prices on September 1, with the main contract PS2511 closing up by 6.03% and PS2510 contract up by 5.69% [1][2] - The trading volume for the main polysilicon contract reached 536,100 lots, with a transaction value of approximately 80.25 billion [2] - The price of polysilicon is expected to stabilize between 60,000 to 80,000 yuan per ton in the future, as industry inventory is anticipated to gradually decrease [4] Group 2 - GCL-Poly Energy, a major polysilicon producer, is in the process of finalizing its merger and acquisition plans, with expectations of clearer information emerging soon [3] - The company aims to manage its cash flow effectively by determining the capital expenditures associated with the merger and acquisition plans before deciding on any share repurchase [3] - The management anticipates that the company can return to profitability by the end of August to early September while maintaining the current price of granular silicon at over 40,000 yuan per ton [4]