Outdated production capacity is being gradually eliminated, and the price of polysilicon may experience moderate recovery in the fourth quarter.

The series of policies being implemented is stirring the polysilicon market landscape, and recently the main contract for polysilicon futures has risen. According to interviews with several industry experts, as policies are gradually enforced, high energy-consuming outdated production capacities may be orderly eliminated. In the fourth quarter, polysilicon prices are expected to rebound toward the cost line, but the supply-demand pattern in the industry has not fundamentally reversed, which may impose certain constraints on the pace of price recovery.