[The average transaction price of polysilicon is above 40,000 yuan/ton] On September 28, driven by industry self-discipline initiatives, three new national standards for energy consumption and energy efficiency, and other factors, the polysilicon market ushered in a significant round of price recovery. After nearly two months, the Silicon Industry Branch of the China Nonferrous Metals Industry Association once again released the weekly transaction price of polysilicon. The average transaction price of n-type composite material (rod silicon) and n-type granular silicon both stood at 40,000 yuan/ton, which was about 10,000 yuan per ton higher than the quotation at the end of July. The reporter learned from interviews that the expectation of supply contraction is the core driver of this round of market conditions. At present, the downstream mainly focuses on rigid-need procurement and moderate replenishment, and large-scale centralized procurement has not yet been implemented. According to industry experts, the intensity of production reduction implementation, the continuity of spot transactions and the degree of recovery in terminal demand will determine the future price trend. (Shanghai Securities News)