据初步统计，现有产能经有序调整后，国内多晶硅有效产能预计将减少至约240万吨/年，较2024年底下 降16.4%，与目前已建成装置产能相比减少31.4%。因此，随着新能耗标准的严格执行，多晶硅市场供 需结构有望得到实质性优化。 截至本周，国内在产多晶硅企业数量维持在10家，其中1家企业检修预计在9月底结束，并于10月初恢复 正常生产。 （原标题：硅业分会：多晶硅能耗强标实施后 有效产能与已建成的装置产能相比将减少31.4%） 9月17日，中国有色金属工业协会硅业分会（以下简称"硅业分会"）发布文章，针对前一日国家标准化 管理委员会公布的《硅多晶和锗单位产品能源消耗限额》等3项强制性国家标准（征求意见稿）所带来 的影响进行分析。 硅业分会指出，该标准正式实施后，多晶硅生产企业如单位产品能耗未能达到基准值（6.4kgce/kg）， 将被要求限期整改；逾期未完成整改或整改后仍低于准入值（5.5kgce/kg）的企业则将面临关停。 ...

格隆汇9月17日丨硅业分会：截至本周，国内在产多晶硅企业数量维持在10家，其中1家企业检修预计在 9月底结束，并于10月初恢复正常生产。9月16日，国家标准化管理委员会发布《硅多晶和锗单位产品能 源消耗限额》等3项强制性国家标准(征求意见稿)。该标准正式实施后，多晶硅单位产品能耗不达基准 值要求(6.4kgce/kg)的企业将被限期整改，逾期未改或整改后未达准入值(5.5kgce/kg)的企业将被关停。 根据初步统计，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，较2024年底下降 16.4%，与已建成的装置产能相比减少31.4%。因此，随着能耗新标的严格执行，多晶硅供需格局将得 到实质性改善。 ...

Group 1 - The core viewpoint of the news indicates that the domestic polysilicon market is experiencing a price increase, with n-type re-investment material prices rising by 8.57% week-on-week, and n-type granular silicon prices increasing by 3.13% [1][2]. - The transaction price range for n-type re-investment material is reported to be between 51,000 to 55,000 yuan per ton, with an average transaction price of 53,200 yuan per ton [1][3]. - The number of domestic polysilicon producers remains at 10, with one company expected to resume normal production in early October after maintenance [2]. Group 2 - A new mandatory national standard regarding energy consumption limits for polysilicon and germanium products has been released, which will enforce stricter energy consumption requirements for polysilicon producers [2]. - Following the implementation of the new energy consumption standards, the effective production capacity of domestic polysilicon is projected to decrease to approximately 2.4 million tons per year, a reduction of 16.4% compared to the end of 2024 [2]. - The market sentiment is optimistic due to the anticipated tightening of supply and the impact of national industrial policies, which is expected to support polysilicon prices [1][2].