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猫猫挑战去100个陌生人家里蹭饭

0827热点追踪：近月仓单压力凸显，多晶硅短线走弱_蜘蛛资讯网

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以顺畅去化。硅片市场情绪开始出现降温、向下调价征兆。后续来看，反内卷完成对多晶硅价格的基本把控，西南放产下社库和仓单持续增压，产业出清并未实际推进，多晶硅量价分离格局持续扩大。随着资金流出，成交量环比降低，短期多晶硅可能有回调压力。中期来看，多晶硅产能整合深度推进，9月或取得积极进展，多晶硅期货价格仍有进一步走强的可能。考虑到11月仓单重压，可关注11-12反套空间，持续关注政策推动限产落地情况。

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