Antaike: The polysilicon market will remain in a stalemate and cautious stance in the short term

In the short term, the polysilicon market is expected to remain in a state of stalemate and observation, with the dominant factors still being the struggle between weak demand before the holiday and supply contraction, resulting in limited price fluctuation space. After the holiday, as terminal installation projects gradually commence, downstream demand is expected to transmit from the bottom up, driving increased procurement demand. At the same time, the continued contraction of silicon material supply will also support the improvement of the supply and demand relationship. The small amount of transactions that occurred in the market this week have, to some extent, established a bottom support for future prices. However, resolving the core contradiction between supply and demand still heavily depends on the comprehensive recovery of terminal demand and the effective implementation of relevant energy consumption policies. (Antaike)