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On January 8, polysilicon futures fell to a halt, a decrease of 9%. The reporter learned that on the same day, an online conference minutes showed that on January 6, the General Administration of Market Supervision interviewed the Photovoltaic Association, Tongwei, GCL, Daquan, Xinte, Silicon, Dongfang Hope, etc. The main contents of the meeting covered reporting on monopoly risks, putting forward clear opinions on rectification, and putting forward requirements for enterprises to do a good job in rectification. The reporter asked a number of relevant people in the industry about this. The relevant people did not deny the authenticity of the contents of the online transcript. At the same time, an enterprise source responded to the reporter that the enterprise will strictly follow the requirements of the supervisory authorities and competent authorities to carry out self-discipline and implement the country's “anti-internal filing” related work requirements; if any announcement is required, it will be disclosed truthfully and promptly; everything is subject to the disclosure of information by the government and enterprises in accordance with the law and regulations. Furthermore, relevant sources have determined that the probability that polysilicon futures will fall or stop today is influenced by the content of the above online records. “PV's 'reverse internal roll' will definitely be successful, but the method may change.” The source anticipates that polysilicon may return to the marginal cost pricing model and achieve market-based clearance.

Zhitongcaijing·01/08/2026 08:41:08
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On January 8, polysilicon futures fell to a halt, a decrease of 9%. The reporter learned that on the same day, an online conference minutes showed that on January 6, the General Administration of Market Supervision interviewed the Photovoltaic Association, Tongwei, GCL, Daquan, Xinte, Silicon, Dongfang Hope, etc. The main contents of the meeting covered reporting on monopoly risks, putting forward clear opinions on rectification, and putting forward requirements for enterprises to do a good job in rectification. The reporter asked a number of relevant people in the industry about this. The relevant people did not deny the authenticity of the contents of the online transcript. At the same time, an enterprise source responded to the reporter that the enterprise will strictly follow the requirements of the supervisory authorities and competent authorities to carry out self-discipline and implement the country's “anti-internal filing” related work requirements; if any announcement is required, it will be disclosed truthfully and promptly; everything is subject to the disclosure of information by the government and enterprises in accordance with the law and regulations. Furthermore, relevant sources have determined that the probability that polysilicon futures will fall or stop today is influenced by the content of the above online records. “PV's 'reverse internal roll' will definitely be successful, but the method may change.” The source anticipates that polysilicon may return to the marginal cost pricing model and achieve market-based clearance.