Component production schedules in November slightly decreased, but the transaction has warmed up.

In November, the domestic production of polysilicon is expected to be close to 120,000 tons, a significant decrease compared to October, with a large amount of production capacity suspended in the Sichuan and Yunnan regions. In November, the production scheduling of components is maintained as expected to decrease, but the overall increase in transactions has weakened the decline. In terms of weekly inventory, the decline in component inventory this week has decreased, and the forecasted increase in component prices has weakened the willingness of terminal enterprises to accept.