多晶硅行业仍积极探索产能退出方案 盘面震荡偏强

Core Viewpoint - The recent surge in polysilicon futures prices indicates a volatile market, with prices reaching a peak of 45,850.0 yuan and currently at 45,345.0 yuan, reflecting a 2.65% increase [1] Group 1: Market Analysis - New Lake Futures suggests that the polysilicon market will primarily experience range-bound fluctuations, with stable supply and slight production increases expected in North China [2] - Donghai Futures views the polysilicon market as showing a strong upward trend, with recent price increases in N-type and P-type materials, indicating a resilient market despite recent price drops [3] - Jin Xin Futures notes that the polysilicon market is transitioning from an upward trend to high-level fluctuations, emphasizing the need for investors to monitor policy changes and supply-demand dynamics closely [4] Group 2: Price Trends - The latest N-type polysilicon price is quoted at 47,000 yuan/ton, with a weekly increase of 1.1%, while P-type material is priced at 30,500 yuan/ton [3] - Recent price increases in N-type silicon wafers and battery components suggest a continued upward pressure on polysilicon prices, despite some short-term volatility [3] - The market is currently experiencing a low level of downstream demand, with no new orders being signed, which may affect future price stability [2]