在多晶硅走强带动下，工业硅尾盘拉升，终盘也收涨超1%。 碳酸锂跌超2% 原油系整体偏弱 鸡蛋再创上市新低 碳酸锂跌幅居前，基本面方面暂无大的变化。现货方面，据SMM，今日电池级碳酸锂指数价格70988元／吨，环比上一工作日下跌139元／吨；电池级碳酸 锂6.96-7.28万元／吨，均价7.12万元／吨，环比上一工作日下跌150元／吨；工业级碳酸锂6.85-6.97万元／吨，均价6.91万元／吨，环比上一工作日下跌150 元／吨。8月，下游正极及电芯排产增速乐观，下游采购需求有所增多，询价行为活跃。但因当前碳酸锂现货市场基差持续走强，实际成交暂以刚需采购为 主。下游观望态度仍在，未见明显备库行为发生。江西地区矿山后续动态仍未有官方证实消息，建议不要盲目跟风操作。 OPEC+决定在9月继续增产54万桶，将220万桶／日额外减产产能完全恢复，12月之后再考虑另外166万桶／日自愿减产是否回归。增产落地且美国经济数据 疲软使需求预期偏弱，油价后市或偏空运行，不过特朗普将在8月8日决定是否制裁俄罗斯，或将对市场带来短期扰动。 新华财经北京8月5日电（吴郑思、左元）8月5日，焦煤大涨近7%，多晶硅、焦炭、纯碱涨超3%，棕 ...

Core Viewpoint - The recent surge in polysilicon futures prices is primarily driven by macro policy expectations and supply-side adjustments, with prices reaching a new high since listing [1][2]. Group 1: Price Movements - Polysilicon futures for the main PS2508 contract closed at 45,700 yuan/ton, marking a 7.49% increase and a 50.3% rise from the low of 30,400 yuan/ton in late June [1]. - The average transaction price for N-type polysilicon was 41,700 yuan/ton, reflecting a 12.4% week-on-week increase, while N-type granular silicon averaged 41,000 yuan/ton, up 15.2% [3]. Group 2: Market Dynamics - The implementation of a price cap on polysilicon sales has been a significant factor supporting the recent price increase, although this policy has not yet been confirmed by companies [2]. - There is a notable increase in transaction activity, with six companies achieving new orders and a significant rise in transaction volume compared to the previous week [3]. Group 3: Future Outlook - Despite the strong policy expectations, the supply-demand dynamics in the polysilicon market have not changed, and there are concerns about potential resistance from downstream sectors to price increases [3]. - Analysts predict that while the price surge may slow down due to weak fundamentals, polysilicon prices are likely to remain elevated due to cost support [3]. Group 4: Regulatory Changes - The exchange has announced new trading limits for polysilicon futures to mitigate excessive speculation, with a daily opening position limit set at 10,000 lots for non-futures company members [4]. - Adjustments to trading fees for polysilicon futures contracts have also been implemented, effective from July 21, 2025 [4].