The Zhitong Finance App learned that according to Antech statistics, the transaction price of n-type composite feed (rod-shaped silicon) was 43,000 yuan/ton this week, which was the same; the transaction price range for n-type granular silicon was 4.00-4.100,000 yuan/ton, and the average transaction price was 40,300 yuan/ton, which was flat from month to month. Overall, production adjustments of various enterprises continue to advance, and the supply-side contraction pattern continues. However, downstream silicon wafer profit pressure and battery module price constraints constrain spot transactions, and price transmission in the industrial chain needs to be cleared up. In the later stages, we need to pay attention to the degree of implementation of production adjustments by various enterprises, the implementation of energy consumption limit standards, and the starting pace of downstream inventory replenishment requirements.

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