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多晶硅数据日报-20260127
Guo Mao Qi Huo· 2026-01-27 04:09
Group 1: Report Industry Investment Rating - No investment rating information is provided in the report. Group 2: Report's Core View - The report presents the latest prices, price changes, and inventory data of polysilicon futures and spot markets, as well as the news of market regulators'约谈 of photovoltaic companies [1][2]. Group 3: Summary by Relevant Catalogs Futures Prices - PS2602 closed at 50,965 with a 1.73% increase; PS2603 at 50,990 with a 1.03% increase; PS2604 at 51,145 with a 1.52% increase; PS2605 at 51,280 with a 1.18% increase [1]. Spreads - The spread between PS2602 - PS2603 was -25, up 345; PS2603 - PS2604 was -155, down 245; PS2604 - PS2605 was -135, up 205 [1]. Spot Prices - The average price of N - type dense material was 53.25, and N - type mixed material was 52.5 [1][2]. Inventory - Polysilicon inventory was 0.9 million tons per week, silicon wafer inventory was 26.78 GW per week, and registered warehouse receipts were 6,850 tons per day [2]. Market News - Market regulators have约谈ed 6 photovoltaic industry leaders and the industry association, requiring them not to agree on production capacity, sales prices, etc., and to submit written rectification measures by January 20 [2].