Industry news and macro sentiment led polysilicon to rise again!

Gold Ten Futures Special New Lake Futures Comments: Today's main polysilicon contract reached the daily limit again at the end of the afternoon, and finally closed at 54705, a range of + 8.87%, with a daily increase of 23,852 lots. < b > The main factors for the broad rise of polysilicon this round are the industry news and macro sentiment . On the one hand, due to the recent news that the industry formed an alliance to purchase reserves, although the photovoltaic industry association issued a report yesterday to refute rumors, market sentiment still imagined some of the content of the rumors, driving the disk to continue to rise. Today's content related to important meetings has been sorted out and released one after another. The meeting pointed out that it is necessary to manage the disorderly competition of enterprises in accordance with laws and regulations (delete the word low price at the beginning of the month) and promote Among them, important leaders have repeatedly emphasized the need to break the "involution" and smooth the domestic cycle. In the afternoon, the National Development and Reform Commission issued another document, demanding that local governments strictly prevent disguised subsidies for overcapacity through government investment funds, and prevent repeated investment and disorderly competition. It is in line with one of the "anti-involution" policies proposed in the "Seeking Truth" document to standardize government behavior and promote a better combination of efficient markets and promising governments. < b > For polysilicon, the industry fundamentals are still loose, but the recent policy and capital disturbances are large. It is recommended to operate according to the trend in the short term. Unilateral short-selling is not recommended for the time being. Polysilicon profit strategies (polysilicon, air industrial silicon) can continue to pay attention .