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受政策消息扰动 多晶硅盘面仍在偏多博弈
Jin Tou Wang· 2025-07-16 08:32
Group 1 - The main contract for polysilicon futures experienced fluctuations, reaching a peak of 43,250.0 yuan, and closed at 42,945.0 yuan with a rise of 1.50% [1] - Various institutions have differing views on the future of polysilicon prices, with some expecting a potential correction while others maintain a bullish outlook [2] - The supply side of polysilicon shows an overall increase in production, but some companies are undergoing maintenance, leading to a mixed impact on capacity [2][3] Group 2 - The current macroeconomic environment shows a positive CPI and a weakening PPI, which may influence market expectations [2] - The demand side is under pressure due to reduced production schedules in downstream solar component manufacturing, despite recent price recoveries [2] - The operating rate for polysilicon in June was reported at 35.47%, with a year-on-year production decrease of 38% but a month-on-month increase of 3% [3]