Group 1 - The core viewpoint is that the recent strong rebound in polysilicon prices is influenced by the renewed interest in "anti-involution" and rising spot market quotes [1][2] - Polysilicon futures have shown a continuous upward trend, with the main contract PS2511 closing at 51,875 yuan/ton, an increase of 3.97% [1] - The supply-demand imbalance remains a core issue in the polysilicon market, with current social inventory estimated at 440,000 to 450,000 tons [2] Group 2 - Analysts suggest that the market is currently in a phase of "weak reality" versus "strong expectations," with a focus on policy implementation and its impact on the market [3] - There is an expectation of production control in September, which may lead to a decrease in polysilicon output, despite the increase in August [2][3] - The market is closely monitoring the actual progress of debt-acquisition policies and other regulatory measures, as these will significantly influence future price movements [3]
"反内卷"热度再起 多晶硅期价强势上涨
Qi Huo Ri Bao·2025-09-03 03:32