又见小作文影响市场,多晶硅期货跌停!业内人士回应来了
Zhong Guo Zheng Quan Bao·2026-01-08 12:14

Group 1 - The State Administration for Market Regulation (SAMR) has conducted interviews with major companies in the photovoltaic industry, including China Photovoltaic Industry Association, Tongwei Co., GCL-Poly Energy, Daqo New Energy, Xinte Energy, Asia Silicon, and Dongfang Hope, regarding monopoly risks and required corrective actions [1] - SAMR has mandated that the interviewed companies and the association must not agree on production capacity, utilization rates, sales volumes, or pricing; they are also prohibited from market division, production allocation, or profit distribution through any form of capital contribution [1] - A written report detailing corrective measures must be submitted to SAMR by January 20 [1] Group 2 - On January 8, domestic commodity futures experienced significant volatility, with polysilicon futures hitting the limit down, and precious and non-ferrous metals markets also declining sharply [2] - Polysilicon futures dropped by 9%, while other metals like silver, nickel, and copper saw declines of over 5% to 8% [2] - The price of put options for polysilicon surged dramatically, with some contracts experiencing increases of over 110,000% in a single day [2][3]