SMM Analysis: Polysilicon Sentiment Boosts, Firms Resume or Expand Production, Prices Rise

[SMM Analysis: Domestic Polysilicon Sentiment Improves, Driving Multiple Enterprises to Resume or Expand Production]

SMM understands that since the concentrated signing of large polysilicon orders in mid-December, the sentiment in the polysilicon and upstream PV markets has continued to improve. Against the backdrop of certain improvements in inventory, coupled with factors such as corporate self-discipline, polysilicon companies have raised their quotations. As of now, the highest quotation for N-type polysilicon has reached 45 yuan/kg, and recent market transactions have also increased to 42 yuan/kg compared to the previous round.