硅业分会：预计今年国内多晶硅产量约134万吨，同比减少27.3%

Core Viewpoint - The market for polysilicon remains stable with no significant price changes, but demand expectations for the fourth quarter are weak, leading to limited order growth for battery components [1] Supply and Demand Analysis - The transaction price range for n-type polysilicon is between 49,000 to 55,000 yuan per ton, with an average price of 53,200 yuan per ton, remaining flat week-on-week [1] - The number of main signing enterprises for polysilicon has increased to 5-6, but overall market transactions remain relatively light, with signing volumes comparable to previous periods [1] - Demand from the market is stable, with expectations for weak photovoltaic installation in the fourth quarter and stable operating rates for wafer manufacturers [1] - Three companies have resumed production this month, leading to a slight increase in polysilicon output expected for October [1] Production and Capacity Insights - The number of polysilicon producers in operation remains at 11 [1] - Some production capacity in the southwestern region is expected to undergo maintenance and reduction starting in November due to seasonal water shortages, with October anticipated to be the peak production month for the year [1] - Domestic polysilicon production is projected to be around 382,000 tons for the fourth quarter, a slight year-on-year increase of 3% [1] - For 2025, the total domestic polysilicon production is expected to be approximately 1.34 million tons, a significant year-on-year decrease of 27.3%, indicating a slight oversupply compared to demand, with an estimated inventory accumulation of 20,000 tons for the year [1]