There are wolves before: silicone companies are facing the dilemma of metal silicon production reduction and shortage; afterwards, there are tigers: they are about to face polysilicon companies taking food. Polysilicon currently has a high profit margin. The main costs are power consumption and metal silicon. One ton consumes about 1.16 tons of metal silicon. The current price is 210,000 yuan/ton. Even if the metal silicon continues to rise, more than 100,000 yuan/ton, polysilicon can still be used. Affordable and maintain high profits. In addition, the photovoltaic industry, as a major national strategic emerging industry, will also have advantages in policy support. About 230,000 tons of polysilicon will be put into production in the second half of the year. If the shortage of metal silicon continues, the price will continue to rise until the organic silicon is completely unusable.