On the evening of Friday, it was reported that the Municipal Administration of Supervision and Administration went to Jiangsu to carry out PV price compliance guidance, introduce industry cost accounting standards, strictly investigate dumping and disorderly internal rolls below cost, and guide the industry to shift to quality competition. Under the “anti-internal roll” restart, the market expects that low price order grabbing will be limited, industry valuations will be repaired, and sentiment will heat up rapidly. Most polysilicon manufacturers began implementing the “seal and stop quoting” initiative over the weekend. On Monday morning, the polysilicon factory still did not release the offer. After waiting for a follow-up meeting, they will consider releasing it to the outside world. Today, polysilicon opened high and went up and down in the afternoon, with an increase of more than 9%. Although polysilicon production has actually been cut this year, it has not been possible to change the surplus situation. As polysilicon companies resume production during the abundant water period, supply may pick up. If they only rely on policy passwords, it is difficult to fix the excess situation. After the pulse rises, the bulls will choose to leave the market profitably, focusing on the implementation of practical policy measures.

On the evening of Friday, it was reported that the Municipal Administration of Supervision and Administration went to Jiangsu to carry out PV price compliance guidance, introduce industry cost accounting standards, strictly investigate dumping and disorderly internal rolls below cost, and guide the industry to shift to quality competition. Under the “anti-internal roll” restart, the market expects that low price order grabbing will be limited, industry valuations will be repaired, and sentiment will heat up rapidly. Most polysilicon manufacturers began implementing the “seal and stop quoting” initiative over the weekend. On Monday morning, the polysilicon factory still did not release the offer. After waiting for a follow-up meeting, they will consider releasing it to the outside world. Today, polysilicon opened high and went up and down in the afternoon, with an increase of more than 9%. Although polysilicon production has actually been cut this year, it has not been possible to change the surplus situation. As polysilicon companies resume production during the abundant water period, supply may pick up. If they only rely on policy passwords, it is difficult to fix the excess situation. After the pulse rises, the bulls will choose to leave the market profitably, focusing on the implementation of practical policy measures.