多晶硅供应持续减少 盘中高位震荡运行

Group 1 - The domestic futures market for non-ferrous metals showed a mostly negative trend, with polysilicon futures opening at 47,200.0 CNY/ton and reaching a high of 48,980.0 CNY, reflecting a 3.42% increase during the session [1] - The current market for polysilicon is exhibiting a fluctuating upward trend, with strong performance observed in the trading [2] Group 2 - Donghai Futures indicated that expectations for inventory reduction and capacity removal have not materialized, leading to bearish market conditions due to high polysilicon inventory and declining spot prices [2] - Wukuang Futures noted that a major company has completely halted production, while others have slightly reduced output, suggesting an expected contraction in polysilicon supply in the first quarter, which may improve the supply-demand balance [2] - Hualian Futures reported that while polysilicon supply is decreasing, downstream battery manufacturers are facing cost pressures due to rising silver prices, resulting in reduced production and weak terminal demand [2]