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产能治理政策预期仍存 多晶硅下方受到刚性支撑
Jin Tou Wang·2025-08-14 06:05

Core Viewpoint - The main focus of the news is the significant decline in the futures price of polysilicon, which dropped to a low of 49,300 yuan, reflecting a decrease of 4.41% as of the latest report. Group 1: Market Performance - On August 14, the main contract for polysilicon futures experienced a rapid decline, reaching a low of 49,300 yuan, and closing at 49,740 yuan, down 4.41% [1]. - The futures market is currently characterized by a cautious approach, with various institutions providing differing outlooks on future price movements [2][3][4]. Group 2: Institutional Insights - Guotou Anxin Futures suggests a cautious short position at the lower end of the polysilicon price range, with expectations for the PS2511 contract to operate between 48,000 and 53,000 yuan per ton [2]. - Jianxin Futures indicates that polysilicon is expected to maintain a wide range of fluctuations, with production in August significantly increased to 125,000 tons, which can meet downstream demand of 56.82 GW [3]. - Donghai Futures anticipates a short-term high-level fluctuation in polysilicon prices, supported by the current spot prices, while downstream silicon wafers and battery cells are successfully increasing prices [4].