Aug. 15 at 3:36 PM
$DQ Why solar companies are up today:
News surrounding the progress of silicon material integration has drawn particular attention. A screenshot of a chat circulated in the market today, which reads, "Rumor: Polysilicon companies will be capped at 100,000 tons of monthly production and 100,000 tons of sales starting in September. Excessive production or sales will be subject to heavy penalties. Furthermore, annual production capacity for 2026 will be capped at 2 million tons. All companies have signed an agreement."
Another rumor: Platform company (consolidator) established with polysilicon tentatively priced at 70,000."
In late June, the average transaction price of n-type recycled silicon was 34,400 yuan/ton. By this week (August 13), it had risen to 47,400 yuan/ton, a nearly 37.8% increase. On August 15th, polysilicon futures saw a volatile upward trend, with gains extending in the afternoon. The main 2511 contract rose 4.50% to close at 52,740 yuan/ton.
