Group 1 - The industrial silicon futures market is experiencing a downward trend, with the main contract opening at 9090.0 CNY/ton and a decline of 4.39% observed, reaching a low of 8735.0 CNY [1] - Nanhua Futures indicates that macroeconomic sentiment continues to influence the market, with no substantial changes in the fundamentals; a key industrial silicon conference next week is anticipated to maintain a strong oscillating trend in the market [1] - Guotou Anxin Futures notes a slight increase in production capacity outside Xinjiang, while demand for organic silicon DMC has decreased due to unexpected events; a warehouse limit policy will be implemented starting August 1, which may trigger profit-taking and market corrections [1] Group 2 - Copper Crown Jinyuan Futures reports that the operating rate in Xinjiang remains at 48%, while production in Inner Mongolia and Gansu continues to decline, indicating a contraction in supply [2] - The polysilicon market is seeing rising prices influenced by the futures market, with some companies engaging in arbitrage between spot and futures [2] - The photovoltaic cell market is facing limited price increase potential due to off-season demand, with Topcon183N transactions maintaining a range of 0.275-0.28 CNY/watt; leading companies are raising distributed component prices, but face pressure from the terminal market [2]
基本面并未发生实质改变 工业硅后市将如何运行
Jin Tou Wang·2025-07-31 06:45