Group 1 - The domestic futures market for non-ferrous metals showed a strong performance, with polysilicon futures rising significantly by 3.86% to 54,280.0 CNY/ton [1] - The transaction price range for n-type polysilicon was reported between 49,000 to 55,000 CNY/ton, with an average price of 53,200 CNY/ton, remaining stable week-on-week [1] - Production in October was 137,000 tons, with expectations of a reduction in the southwestern region in November, projecting a monthly output of around 120,000 tons [1] Group 2 - The market sentiment for polysilicon futures is influenced by marginal changes in photovoltaic capacity control expectations, leading to a rebound above 53,000 CNY/ton [2] - The supply and demand dynamics are characterized by weakness on both sides, with seasonal production cuts expected in the southwestern region and simultaneous reductions in silicon wafer and module production [2] - High inventory levels of polysilicon are limiting price declines, suggesting that prices will likely remain in a fluctuating pattern in the short term [2]
情绪摇摆主导短期走势 多晶硅期货盘面强势拉升
Jin Tou Wang·2025-11-13 06:03