上周光伏市场动态&多晶硅市场解读:政策密集落地,供给稳增、库存高企、需求偏弱成主基调。

光伏之源
Oct 20, 2025

一、策略建议:政策与仓单博弈主导,波动率高需控风险1. 四大因素决定多晶硅价格走势当前市场核心逻辑围绕 “政策、仓单、成本传导、供需” 四大维度展开,具体如下:政策端:市场传言 10 月光伏收储平台落地,需关注会议及后续措施;长期依赖 2026 年光伏政策出台,以及终端上网电价抬升(直接影响电站回报率)。仓单端:11 月进入广期所多晶硅仓单集中注销周期,若多头承接意愿弱,PS2511 合约或面临...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10