Group 1 - The current market for polysilicon is experiencing a downward trend, with prices showing weak performance and a recent decline of approximately 2.94% [1][2] - Guangzhou Futures indicates that the anticipated benefits from export tax rebates are still in the expectation phase, with actual effects not yet visible, and the pressure from anti-monopoly regulations outweighs future expectations [2] - New Lake Futures notes that both supply and demand fundamentals for polysilicon are weak, with recent market supervision and anti-monopoly scrutiny leading to a return to market-based cost competition, suggesting a continued weak market [2][3] Group 2 - Guotou Anxin Futures highlights that the cancellation of the export tax rebate is beneficial for short-term polysilicon demand, but market sentiment remains limited, with continued capital outflow [3] - The trading logic for polysilicon has shifted, with market sentiment declining and prices seeking cost support, indicating a cautious approach to market participation [3]
反垄断监管的利空持续发酵 多晶硅盘面或偏弱运行
Jin Tou Wang·2026-01-13 06:11