Core Viewpoint - The main focus is on the recent decline in polysilicon futures, with a drop of 2.17% to 50,925.0 yuan, indicating market volatility and potential impacts on future pricing trends [1]. Group 1: Market Performance - Polysilicon futures experienced a sharp decline, reaching a low of 50,820.0 yuan before recovering slightly [1]. - The main contract for polysilicon is currently reported at 50,925.0 yuan, reflecting a 2.17% decrease [1]. Group 2: Institutional Insights - Donghai Futures predicts a short-term high-level fluctuation for polysilicon, noting an increase in warehouse receipts to 6,730 contracts, indicating heightened hedging pressure [2]. - Jianxin Futures suggests a cautiously strong operation for polysilicon, with an expected production increase to 125,000 tons in August, while September will see production constraints due to policy measures [3]. - Wukuang Futures anticipates continued high volatility in polysilicon prices, driven by ongoing production growth and the impact of capacity integration policies [4].
强预期与弱现实博弈 预计多晶硅或维持高波动运行
Jin Tou Wang·2025-08-26 06:18