Group 1 - The core viewpoint indicates that the polysilicon futures market is experiencing significant fluctuations, with the main contract rising by 2.01% to 52,435.0 yuan/ton as of August 18 [1] - As of August 15, the average market price for polysilicon (N-type dense material) was 47 yuan/kg, with manufacturing costs at approximately 39.7 yuan/kg, resulting in a net profit of about 7.3 yuan/kg [2] - The production capacity utilization rate for domestic polysilicon enterprises was reported at 39.5% in July, reflecting an increase of 4% compared to the previous month [2] Group 2 - According to Guoxin Futures, there has been a significant increase in weekly polysilicon production, particularly from leading enterprises in the southwest region, with potential for further increases in production rates from other companies [3] - CICC Futures noted that while there are some price adjustments in the component segment, the overall terminal demand remains weak, leading to limited transaction volumes [3] - The market is currently characterized by volatility driven by sentiment, with significant price fluctuations expected in the absence of sustained demand support [3]
市场情绪难改 多晶硅大涨大跌或将反复上演
Jin Tou Wang·2025-08-18 06:09