仓单数量继续持稳 多晶硅期货强势格局仍在延续

Group 1 - The domestic futures market for non-ferrous metals showed a mostly negative trend, with polysilicon futures experiencing a strong upward movement, reaching a high of 44,280.0 CNY/ton and a low of 43,465.0 CNY/ton, reflecting an increase of approximately 3.96% [1] - According to China International Capital Corporation, the high levels of positions and transactions in polysilicon indicate a strong market sentiment, despite a slight slowdown in price increases. The market remains optimistic due to expectations of production limits and price controls from associations [1] - China Construction Bank Futures noted that the price range for N-type polysilicon in the second week of July varied significantly between 40,000 to 49,000 CNY, influenced by companies' cost structures. Although silicon wafer prices have risen, downstream companies are still purchasing based on demand [1] Group 2 - Guotou Anxin Futures reported that polysilicon futures rebounded close to 43,000 CNY/ton, with the current price of N-type polysilicon stable at 45,500 CNY/ton. The downstream price increases are beginning to transmit costs, with some component companies raising their distributed pricing [2] - The market is expected to maintain a strong upward trend in the short term, with policy expectations being the main trading logic, despite the futures prices still being at a discount to the spot market [2]