Group 1 - The domestic futures market for non-ferrous metals showed mixed results, with polysilicon futures experiencing a strong upward trend, reaching a peak of 39,790.0 yuan/ton, reflecting a price increase of approximately 5.64% [1] - Current trading logic for polysilicon is influenced by policy adjustments and the fermentation of multiple news factors, leading to expectations of reduced production and strong short-term price support [1] - The polysilicon market is expected to maintain a weak bottoming trend in the short term, but the long-term outlook is anticipated to improve due to industry adjustments and reduced low-price competition [1] Group 2 - The ongoing "anti-involution" trend is expected to lead to potential price controls by relevant authorities, although this has not been confirmed [2] - The price of N-type re-investment materials increased by 3,000 yuan/ton to 39,000 yuan/ton, reinforcing market expectations for a "minimum price" [2] - The current increase in warehouse receipts for polysilicon futures is limited, suggesting that the futures market may continue to rise in line with the spot market, with a resistance level projected around 40,000 yuan/ton [2]
“反内卷”态势持续发酵 多晶硅延续大涨格局
Jin Tou Wang·2025-07-09 06:02