A number of leading companies have mentioned the "polysilicon storage plan", and prices are expected to remain high and volatile

Golden Ten Futures September 5th news, recently a number of leading polysilicon companies mentioned the "polysilicon storage plan", the market anti-volume trading heating up, market sentiment is high. Fundamentally, the polysilicon industry proposed to limit production and sales, this week's output of 30,200 tons, a decrease of 800 tons from last week, the overall production schedule remains high; although the downstream silicon wafer production schedule has increased, but polysilicon is still in the pattern of excess supply and demand. The price of silicon materials has collectively increased the quotation, but the end point of the power grid resistance mentality is strong, the rise in component prices is blocked, and the price of downstream transmission process is not smooth. Looking ahead to the market outlook, short-term policy expectations are strong, and polysilicon prices are expected to remain high and volatile. In the market outlook, attention should be paid to the fundamental risks of continued excess supply and demand, and the risks of policies falling short of expectations. It is recommended to be cautious when opening new positions.