硅业分会：多晶硅供应偏紧支撑价格延续涨势 能耗新标重构供需格局

Group 1 - The core viewpoint of the news indicates that the domestic polysilicon market is experiencing a price increase, with n-type re-investment material prices rising by 8.57% week-on-week, and n-type granular silicon prices increasing by 3.13% [1][2]. - The transaction price range for n-type re-investment material is reported to be between 51,000 to 55,000 yuan per ton, with an average transaction price of 53,200 yuan per ton [1][3]. - The number of domestic polysilicon producers remains at 10, with one company expected to resume normal production in early October after maintenance [2]. Group 2 - A new mandatory national standard regarding energy consumption limits for polysilicon and germanium products has been released, which will enforce stricter energy consumption requirements for polysilicon producers [2]. - Following the implementation of the new energy consumption standards, the effective production capacity of domestic polysilicon is projected to decrease to approximately 2.4 million tons per year, a reduction of 16.4% compared to the end of 2024 [2]. - The market sentiment is optimistic due to the anticipated tightening of supply and the impact of national industrial policies, which is expected to support polysilicon prices [1][2].