September's domestic production of polysilicon is expected to be around 130,000 tons, and production is expected to decline in October.

Polycrystalline silicon N-type recycling material is priced at 50.3-55 yuan/kg, granular silicon is priced at 49-50 yuan/kg, and the polycrystalline silicon price index is 52.44 yuan/kg. The market price as a whole remains stable, with steady transactions in the current polycrystalline silicon market. Pulling factories have a certain resistance to high-priced resources. Polycrystalline silicon enterprises have a certain sense of supporting the market due to their own inventory impact. It is estimated that domestic polycrystalline silicon production in September will be around 130,000 tons, but compared to downstream demand, there is still an excess. Production in October is expected to decrease, with some areas conducting capacity maintenance/reducing production. Polycrystalline silicon inventory fluctuated slightly this week, and the pace of signing contracts has slowed down, but some remaining orders are still being shipped. If the polycrystalline silicon market signs contracts normally in October, there may still be slight pressures from accumulating inventory.