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多晶硅数据日报-20250813
Guo Mao Qi Huo·2025-08-13 03:41

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View of the Report - From a fundamental perspective, the increase in production in Inner Mongolia has led to a rise in output, and the downstream silicon wafer production schedule has been continuously increasing. In the short term, the lower limit of the price is supported by production costs and the price - holding actions of large manufacturers, while the upper limit is pressured by weak downstream demand and hedging. It is expected that the futures price will fluctuate [2]. 3. Summary by Relevant Catalogs Futures Price - PS2511 closed at 51,800 with a decline of 2.24%; PS2508 closed at 50,505; PS2509 closed at 51,800 with a decline of 2.41%; PS2510 closed at 51,860 with a decline of 2.34% [1]. Spread - The spread between PS2508 - PS2509 is - 1,295 with an increase of 1,280; the spread between PS2509 - PS2510 is - 60 with a decrease of 35; the spread between PS2510 - PS2511 is 60 with a decrease of 60 [1]. Spot Price - The average price of N - type dense material is 46 with no change in percentage; the average price of N - type mixed material is 45 with no change in percentage [2]. Inventory - The weekly inventory of polysilicon is 233,000 tons with an increase of 4,000 tons; the weekly inventory of silicon wafers is 0.96 GW with an increase of 19.11; the daily registered warehouse receipts are 4,940 tons with an increase of 240 tons [2]. Industry News - The Political Bureau of the CPC Central Committee stated on July 30 that it will govern the disorderly competition of enterprises in accordance with laws and regulations and promote the governance of production capacity in key industries. It will also deepen reforms, develop new - quality productivity through scientific and technological innovation, and optimize the market competition order [2].