B[Silicon Industry Branch: Production reduction expectations are clear Transactions in the polysilicon market improved this week] September 23rd, according to the Silicon Industry Branch of the China Nonferrous Metals Industry Association, Antaike statistics show that the transaction price range of n-type compound materials (rod silicon) this week was 43,000-43,000 yuan/ton, and the average transaction price was 43,000 yuan/ton; the transaction price range of n-type granular silicon was 40,000-41,000 yuan/ton, and the average transaction price was 40,300 yuan/ton. This week, the domestic polysilicon market sentiment has improved compared to last week, with the number of transaction companies at 3-4, and the actual transaction volume has increased. As the production adjustment plans of various enterprises are gradually clarified, the supply side of the industry is expected to shrink further. Starting from October, the overall operating load of the industry is expected to drop to about 35%. Affected by this, some downstream companies gradually began to replenish their inventories. At present, silicon material companies are resolute in raising prices and generally use full cost as their bottom line quotation. But overall, downstream companies still have raw material stocks in addition to urgent purchases, and large-scale centralized procurement has not yet started. B[Semiconductor silicon wafer concept continues to be strong, Zhongjing Technology 3-link board] September 17th, in early trading, the semiconductor silicon wafer concept continued to be strong yesterday. Zhongjing Technology 3-link board, Youyan Silicon, Leading Electronics, Shengong Co., Ltd., Leon Micro, and Shanghai Silicon Industry followed up. On the news, CITIC Securities predicts that heavy-doped silicon wafers, which are in relatively short supply, are expected to continue to rise in the second half of the year, and relevant companies may increase next year's long-term contract prices from September to October. This means that the price increase cycle will continue until at least 2027. A[Henan: Strive to reach 1 million new energy vehicle production throughout the year] On August 31, the General Office of the Henan Provincial People's Government recently issued the "Notice on Key Tasks and Measures to Resolutely Win the Summer and Autumn Battle of Economic Development and Promote the Continued Economic Development in the Second Half of 2026", which mentioned the consolidation and expansion of the rapid development momentum of emerging industries. Promote the expansion of capacity and efficiency in emerging industries such as new energy vehicles, electronic information, and new materials, promote the production of 12-inch large silicon wafers and diamond heat sink wafers, complete and put into production projects such as liquid-cooled servers, pickup trucks, passenger car technical modifications, and power batteries, and strive to achieve annual production of new energy vehicles to 1 million units.
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