Group 1 - The core point of the article highlights the mixed performance of domestic commodity futures, with polysilicon leading the gains, rising over 3% by the close of trading [1][2] - The report from Jianxin Futures indicates a dual reduction in supply and demand for polysilicon, with weak terminal demand gradually affecting upstream industries, leading to production cuts among downstream companies [1][2] - Citic Futures notes that with low warehouse receipts and a "anti-involution" backdrop, polysilicon futures prices are expected to exhibit wide fluctuations, with a focus on the registration progress of warehouse receipts and changes in policy signals [1][2] Group 2 - The article mentions that while polysilicon prices have increased, other commodities such as industrial silicon and various fuels have seen declines, with industrial silicon dropping over 3% and fuels like coke and crude oil falling over 2% [1][2] - The report emphasizes that the market has not yet entered an active destocking phase, and prices for silicon wafers and battery cells have been weakening, concentrating profits within the silicon material segment [1][2] - The policy environment is currently focused on stability, providing limited upward driving forces for the market, suggesting that futures prices may continue to oscillate within the range of spot prices [1][2]
多晶硅主力合约日间盘收涨逾3% 调整至现货价格区间后或维持宽幅震荡
Xin Lang Cai Jing·2025-12-09 13:41