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再生材料首入政府工作报告 再生塑料行业“开启新篇”!
2025年政府工作报告中首次提到 ...
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工业硅需求正反馈难以传导 预计延续弱势运行
终端光伏抢装热度较高,晶硅端规模性复产短期难以实现,需求正反馈难以传导至工业硅,叠加仓单积累持续施压盘面,工业硅当前仍未见底,预计延续弱势运行。需求渐增后晶硅处于缓慢去库存状态,下游价格提涨有望带动晶硅延续偏强走势,与工业硅表现持续分歧。
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