每日经济新闻 （责任编辑：张晓波 ） 2025年9月24日，A股三大指数集体低开，新能源板块走强，创业板新能源ETF华夏（159368）上涨 1.12%，持仓股阳光电源涨超4%，迈为股份、先导智能涨超2%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 据上海有色网消息，9月23日，多晶硅N型复投料报价50.3元/千克至55元/千克，多晶硅价格指数 52.44元/千克，多晶硅成交价格重心小幅上移，目前市场成交较为两级分化，52元及以下资源受欢迎程 度较高，部分拉晶企业一货难求，53元及以上普遍为大厂报价，下游大批量采购接受度有限。9月多晶 硅厂增减产互现，整体看预计小幅下滑。10月随着逐渐进入枯水期，多晶硅四川地区有一定减产预期， 预计产量将下行。 中原证券指出，多晶硅行业进入去产能周期，光伏行业反内卷治理将从行业自律进入具体措施落地 阶段，围绕产品销售价格、企业并购整合等措施有望相继实施。目前国内多晶 ...

Core Viewpoint - The domestic futures market for non-ferrous metals is experiencing fluctuations, with polysilicon futures showing a significant decline of 2.41% to 50,310.0 yuan/ton [1] Supply - The Ministry of Industry and Information Technology has released a notice regarding the special energy conservation inspection tasks for the polysilicon industry for 2025, which strengthens the expectations for capacity reduction in polysilicon production [1] Demand - Downstream silicon wafer companies are maintaining stable prices, and there is an increase in export demand due to expectations of reduced export tax rebates. Production schedules are expected to increase this month, with prices smoothly transmitting to battery cells. However, recent price reductions in mainstream component specifications raise concerns about end-user acceptance [1] Market Outlook - The photovoltaic industry is expected to remain a key area of focus, with support from lower spot prices. Downstream silicon wafers and battery cells are anticipated to rise in price, but components have not yet adjusted. There is an increase in warehouse receipts, leading to a cooling market sentiment, with short-term expectations of high-level fluctuations [1]