Group 1 - The core viewpoint is that the bullish sentiment for polysilicon remains strong, with expectations of continued price increases driven by policy support and market dynamics [1][2][3] - Polysilicon futures saw a significant increase, reaching a limit up of 10.42%, indicating a strong market reaction and potential for further gains [1] - The supply side is stable with slight production increases in certain regions, while overall industry production is expected to grow, although demand remains weak [2][3] Group 2 - The market sentiment is primarily driven by policy expectations rather than fundamental supply-demand dynamics, which remain loose [2][3] - There is a recommendation for traders to adopt a buy-on-dips strategy, as the market is currently experiencing high bullish sentiment [3] - Attention should be paid to the performance of futures contracts, particularly the long-term contracts, which are expected to show overall strength [2]
宏观面情绪高涨下 多晶硅期货主力合约再度涨停
Jin Tou Wang·2025-07-23 06:36