Group 1: U.S. Tariff Policy - The U.S. Senate has voted to terminate President Trump's comprehensive tariff policy, with a result of 51 votes in favor and 47 against [1] - The Senate approved a joint resolution to end the national emergency declared by the President for implementing global tariffs [1] Group 2: Afghanistan and Pakistan Ceasefire - Afghanistan and Pakistan have agreed to continue the ceasefire and will hold high-level talks on November 6 to discuss the implementation mechanisms [2] - The talks were facilitated by Turkey and Qatar, marking a significant step towards reducing tensions between the two countries [2] - A monitoring and verification mechanism will be established to ensure the ceasefire is maintained, with penalties for any violations [2] Group 3: Ukraine War Status - Ukraine's President Zelensky has signed a law extending the wartime state and mobilization order for an additional 90 days, effective from November 5 [3] Group 4: Polysilicon Market Dynamics - Recent news regarding "stockpiling" has caused disturbances in the photovoltaic market, with major companies forming a consortium to complete this by the end of the year [4] - Polysilicon futures have shown limited reaction to the news, with the main contract closing at 54,950 yuan/ton, down 0.15% [4] - The absolute price of polysilicon futures had already risen above 53,000 yuan/ton prior to the news, leading to a muted market response [4] Group 5: Industry Confidence and Price Predictions - The news has strengthened industry confidence regarding the "stockpiling" initiative, which is crucial for supporting polysilicon prices [5] - Analysts predict that if the stockpiling progresses smoothly, it could lead to the clearance of 430,000 to 480,000 tons of capacity [5] - The overall market is expected to see a reduction in polysilicon supply, potentially balancing supply and demand in November [8] Group 6: Supply and Demand Outlook - The current polysilicon market is characterized by a mismatch between supply and demand, with global production expected to increase slightly in October [6] - Despite high production levels, the demand for new photovoltaic installations has been declining since the "5·31" rush, with September's new installations at 9.66 GW, a 31.4% increase month-on-month but a 53.75% decrease year-on-year [6] - The industry anticipates a potential reduction in polysilicon supply in November, which may lead to a more balanced market [8]
突发！美参议院新决议，终止特朗普“全球征税”！维持停火，巴阿将于11月继续会谈！乌再延长战时状态！
Qi Huo Ri Bao·2025-10-30 23:44