Group 1 - The main contract for polysilicon futures experienced a sharp decline, reaching a low of 34,745.0 yuan, with a current price of 34,770.0 yuan, reflecting a drop of 1.49% [1] - Short-term outlook for polysilicon is expected to maintain a wide range of fluctuations due to weak supply and demand dynamics, with high inventory levels and slight destocking observed [2] - The photovoltaic installation rush is anticipated to cool down after June, potentially leading to weaker demand influenced by prior overdraw [2] Group 2 - The current pricing in the photovoltaic upstream remains stable, with slight price increases from leading component manufacturers, while polysilicon production plans for June are unclear [3] - High inventory levels of polysilicon are pressuring prices, as previous purchases by silicon wafer companies have not been fully digested [4] - The medium to long-term outlook for polysilicon remains bearish due to significant demand pressures and uncertainties in the macroeconomic environment and international trade [4]
强预期和弱现实交织下 多晶硅期货倾向震荡为主
Jin Tou Wang·2025-06-03 06:14