多晶硅市场回调:需求疲弱,年底去库主导市场走势

金十数据
Yesterday

多晶硅期货周三盘初延续跌势,主力2601合约跌逾2%,受宏观情绪面影响,国内商品普遍下跌,文华商品指数盘中跌近0.5%。据SMM,10月多晶硅产量预计13.4万吨左右,环比9月出现增加,超出此前市场预期,11月部分头部企业将减产,产量有下滑预期。上周国内组件企业报价小幅震荡,近期部分省份装机项目开始小幅增加,11月部分组件厂接单增多,原定大幅减产计划将有所调整,11月预计整体减产量较预期有所减少。...

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