a week or so, , following the" small composition of the meeting on production reduction in Chengdu, Sichuan ", recently, In the photovoltaic circle, " Screenshots show that the meeting was re-signed by 10 At the same time, sources said that the supervisory working group checked production, sales and prices every 1-2 months, and third-party audit institutions participated. Based on the nominal production capacity of 3.5 million tons, the total production capacity is controlled to 102. Whether the above information is true remains to be confirmed. It is said that the meeting was held on September 11, and combined with the time in the screenshot, it is speculated that the relevant agreement will be stamped and reported today and tomorrow. At that time, it will be clear whether the rumor is true or not. Before the news has not been confirmed, there have been two voices in the market. On the one hand, they agree. After all, the era of "silicon is hard to find" and "silicon is king" has long passed. Now that the inventory is gradually increasing, silicon enterprises must solve the problem of continuous and serious oversupply. On the other hand, it is believed that such a reduction in production is of little significance, and that the problem of the market is still to be left to the market, and that production capacity must be cleared. Earlier, in early September, a screenshot of "Chengdu Production Reduction Conference" was widely circulated in the photovoltaic circle. The content shows that the domestic silicon material industry plans to reduce production on a large scale: the total output in 2026 will be reduced to about 1-1.1 million tons, of which the industry is expected to reduce production by 500,000 tons in the fourth quarter . At the same time, the screenshot shows that the polysilicon plant decided to jointly reduce production and technological transformation in the fourth quarter. Since October, overall production has been cut to 8. (More information: 2. By the end of August, the inventory of polysilicon industry has increased to about 54. The Silicon Branch expects that the domestic polysilicon production will increase to about 124000 tons in September. The corresponding monthly demand for silicon materials is about 9. Based on this calculation , the inventory of polysilicon in September may increase by another 32,000 tons to 58.
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