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行业供需边际预期改善 短期多晶硅期货以震荡为主
Jin Tou Wang· 2026-02-04 07:12
Group 1 - The main contract for polysilicon futures experienced a rapid increase, reaching a peak of 51,000 yuan, with a current price of 50,735 yuan, reflecting a rise of 3.31% [1] - According to Guotou Anxin Futures, the polysilicon market has returned to the 50,000 yuan/ton threshold, supported by production cuts from leading companies, which improved supply-demand expectations [2] - The production forecast for February has been revised down to 79,700 tons from the original 90,000 tons, indicating a slight supply-demand gap and inventory reduction in the industry [2] Group 2 - Guotou Anxin Futures noted that the average price for N-type polysilicon has risen to 53,500 yuan/ton due to production cuts, with expectations for the market to potentially test previous highs [2] - Guoxin Futures indicated that the supply side has seen a significant reduction in weekly production, with major production bases in Sichuan, Yunnan, and Inner Mongolia all halting operations, leading to an estimated production drop to around 80,000 tons in February [2] - Despite a weak fundamental outlook for polysilicon, market sentiment may be supported by news ahead of the photovoltaic industry conference on February 5, leading to a short-term expectation of price fluctuations [2]