Polysilicon Q4 has expectations for production cuts, module prices maintain fluctuating trend [SMM Silicon-based PV Morning Meeting Minutes]
[SMM Silicon-based PV Morning Meeting Summary: Polysilicon Production Cut Meeting Held Again, Market Confidence Improves] Over the weekend, mainstream producers currently expect prices for N-type recharging polysilicon to be 39-42.6 yuan/kg. Transactions remained relatively limited over the weekend. The results of the relevant meeting have been released, and there are currently significant expectations for production cuts going forward. However, the short-term impact may be limited.