多晶硅期货跌停！知情人士：多晶硅龙头被约谈确有其事

Core Viewpoint - The National Market Supervision Administration has raised concerns about potential monopoly risks in the polysilicon market, leading to a significant drop in polysilicon futures prices following a meeting with major industry players [3][4]. Group 1: Regulatory Actions - The National Market Supervision Administration held discussions with leading polysilicon companies and the China Photovoltaic Industry Association, addressing reports of price manipulation and monopolistic practices [3]. - The administration has mandated a comprehensive review of existing practices, requiring companies to submit detailed reports on their agreements and operational structures by January 20 [4]. - Specific corrective measures include prohibiting agreements on production capacity, sales prices, and market division based on investment ratios [4]. Group 2: Market Impact - Following the news, polysilicon futures experienced a significant decline, with prices reported at 53,100 CNY to 53,600 CNY per ton by the close of trading on January 8 [4]. - The establishment of the "Beijing Guanghe Qiancheng Technology Co., Ltd." as a polysilicon storage platform had previously stimulated a week-long price increase in the polysilicon market [5]. Group 3: Industry Dynamics - The polysilicon storage platform aims to address the issue of "involution" in the photovoltaic industry through a dual-track model of "debt acquisition + flexible capacity utilization" [5]. - Industry experts emphasize the need for the photovoltaic sector to avoid monopolistic practices while attempting to mitigate harmful price competition [6]. - Recent data indicates a rise in polysilicon prices, with average transaction prices for N-type polysilicon increasing by approximately 9.83% week-on-week [7].