工业硅：情绪提振，盘面亦有抬升，多晶硅：关注本周政策端发酵情况

Report Summary 1. Report Industry Investment Rating - There is no information about the report industry investment rating in the provided content. 2. Core Viewpoints - The sentiment of industrial silicon is boosted, and the futures market has also risen [1]. - Attention should be paid to the policy fermentation of polysilicon this week [2]. 3. Summary by Relevant Catalogs 3.1 Fundamental Tracking - Futures Market: For industrial silicon, the Si2601 closing price is 9,170 yuan/ton, with a change of 215 yuan compared to T - 1; the trading volume is 289,712 lots, and the open interest is 220,662 lots. For polysilicon, the PS2601 closing price is 54,990 yuan/ton, with a change of 635 yuan compared to T - 1; the trading volume is 307,284 lots, and the open interest is 118,430 lots [2]. - Basis: The spot premium of industrial silicon (against East China Si5530) is +180 yuan/ton, and the spot premium of polysilicon (against N - type recycling) is -2990 yuan/ton [2]. - Price: The price of Xinjiang 99 - silicon is 8,700 yuan/ton, and the price of Yunnan Si4210 is 9,950 yuan/ton. The price of polysilicon - N - type recycling material is 52,350 yuan/ton [2]. - Profit: The profit of silicon plants in Xinjiang (new standard 553) is -2099.5 yuan/ton, and the profit of silicon plants in Yunnan (new standard 553) is -3038 yuan/ton. The profit of polysilicon enterprises is 7.9 yuan/kg [2]. - Inventory: The social inventory of industrial silicon (including warehouse - receipt inventory) is 55.9 million tons, and the enterprise inventory (sample enterprises) is 16.8 million tons. The factory inventory of polysilicon is 25.8 million tons [2]. - Raw Material Cost: The price of silicon ore in Xinjiang is 320 yuan/ton, and the price of washed coking coal in Xinjiang is 1475 yuan/ton. The price of petroleum coke (Maoming coke) is 1400 yuan/ton [2]. 3.2 Macro and Industry News - On October 28, the State Grid New Energy Cloud announced the bidding results of Jiangxi's mechanism electricity price. A total of 433 projects were short - listed, including 429 photovoltaic projects with a mechanism electricity price of 0.33 yuan/kWh and a mechanism electricity volume of 130,566.325 MWh; 4 wind power projects with a mechanism electricity price of 0.375 yuan/kWh and a mechanism electricity volume of 461,741.962 MWh. The total bidding electricity volume is 1.16 billion kWh, with 0.59 billion kWh for photovoltaic and 0.57 billion kWh for wind power. The upper limit of the bidding price for wind and photovoltaic is 0.38 yuan/kWh, and the lower limit is 0.24 yuan/kWh, with an implementation period of 10 years [2][4]. 3.3 Trend Intensity - The trend intensity of industrial silicon is 1, and the trend intensity of polysilicon is 0. The range of trend intensity values is an integer in the [-2, 2] interval, where -2 represents the most bearish and 2 represents the most bullish [4].