硅业分会：现有产能结构有序调整后，国内多晶硅有效产能将降至约240万吨／年

Core Viewpoint - The domestic polysilicon market is experiencing a price increase due to tight supply and optimistic market sentiment influenced by national policies [1][2]. Price Trends - The transaction price range for n-type re-investment material is between 51,000 to 55,000 yuan/ton, with an average price of 53,200 yuan/ton, reflecting an increase of 8.57% week-on-week [1][3]. - The transaction price range for n-type granular silicon is between 49,000 to 50,000 yuan/ton, with an average price of 49,500 yuan/ton, showing a week-on-week increase of 3.13% [1][3]. Market Dynamics - The number of main signing enterprises in the domestic polysilicon market has increased to six, while the signing volume remains stable compared to the previous week [1]. - A supply tightness is observed as first-tier enterprises have reached their sales limits, leading to second-tier enterprises starting to sign contracts [1][2]. Production Capacity and Standards - The number of operating polysilicon enterprises in China remains at ten, with one enterprise expected to resume normal production in early October [2]. - New mandatory national standards on energy consumption for polysilicon production will lead to a reduction in effective domestic polysilicon capacity to approximately 2.4 million tons/year, a decrease of 16.4% compared to the end of 2024 [2].