[Polysilicon production schedules were significantly reduced in October, and the supply side formed strong support for prices] September 30th: In October 2026, many silicon material companies responded to the call for production reductions and lowered their monthly production schedules. The overall output of the industry dropped significantly, and the production schedule dropped from 116,000 tons in September to 91,600 tons in October. The overall operating rate of the industry remains at 32%. Combined with the production schedules of various polysilicon companies, the reduction in production capacity is greater than the release. The overall output has declined significantly, and the supply side has formed a strong support for prices. (Baichuan Yingfu)