Group 1 - The domestic futures market for non-ferrous metals saw significant gains, with polysilicon futures main contract opening at 33,350.0 CNY/ton and reaching a high of 34,650.0 CNY, marking a 5.27% increase [1] - New Lake Futures indicates that there is an expectation of increased production of silicon materials within the month, but the overall market remains weak with a tendency towards a loose supply-demand relationship [1] - The supply side is currently operating at reduced capacity across all polysilicon manufacturers, while demand from downstream photovoltaic components has weakened, leading to a decrease in production plans for battery manufacturers [2] Group 2 - The market sentiment is beginning to improve due to the issuance of photovoltaic desertification plans in the northern desert regions, although polysilicon inventory remains high and is exerting downward pressure on market prices [2] - The recent market dynamics show mixed signals with increased production expectations during the flood season, but the demand is expected to decline significantly in the second half of the year after the end of the installation rush [3] - Overall, the market is facing significant pressure on the demand side, with a cautious purchasing attitude prevailing among end-users following the end of the "rush installation" trend [2][3]

6月3日盘中，多晶硅期货主力合约遭遇一波急速下挫，最低下探至34745.0元。截止发稿，多晶硅主力 合约报34770.0元，跌幅1.49%。 多晶硅期货主力跌超1%，对于后市行情如何，相关机构该如何评价？ 机构 核心观点 方正中期期货 短期多晶硅或维持宽幅震荡走势 国投安信期货 多晶硅倾向震荡为主 瑞达期货（002961） 中长线多晶硅依旧高空为主 方正中期期货：短期多晶硅或维持宽幅震荡走势 国投安信期货：多晶硅倾向震荡为主 现货方面，光伏上游各环节价格持平，组件头部企业小幅上调报价。排产方面，6月组件排产预计环比 下调，而多晶硅6月排产计划尚未明晰，若多晶硅企业加大复产力度，在高库存背景下，多晶硅价格将 进一步承压。整体来看，多晶硅基本面变化不大，技术上看，倾向震荡为主，各省光伏竞价消息逐步出 现，等待指引。 瑞达期货：中长线多晶硅依旧高空为主 整体而言，多晶硅需求端面临着较大压力。同时，宏观经济环境不稳定以及国际贸易摩擦等因素，导致 海外光伏市场需求也存在不确定性，进一步抑制了多晶硅需求增长。库存方面，多晶硅库存处于高位状 态。硅片企业前期采购的多晶硅尚未完全消化，导致库存积压，对市场价格形成明显压制。操 ...

5月7日，据中国有色金属工业协会硅业分会消息，本周棒状硅企业暂无成交。n型颗粒硅成交价格区间 为3.50-3.70万元/吨，成交均价为3.60万元/吨，环比下降2.70%。本周棒状硅市场僵持博弈，企业基本无 成交。出于这种极端市场行情，部分多晶硅企业有意愿将三季度的集中检修提前至二季度，或者将根据 实际的签单情况对开工负荷进行临时调整。 ...