Recently, as a series of policies have been gradually rolled out, the polysilicon market landscape has been evolving. The price of the primary futures contract for polysilicon has witnessed an uptick. Industry experts note that the strict implementation of these policies will drive the systematic elimination of energy-intensive and obsolete production capacities. Consequently, polysilicon prices are anticipated to rebound towards the cost line in the fourth quarter. Nevertheless, the fundamental supply-demand dynamics within the industry remain unchanged, which could potentially influence the speed of the price recovery.
