建议多晶硅上市首日在综合成本线下方寻求多单机会

金十财经
25 Dec 2024

【建议多晶硅上市首日在综合成本线下方寻求多单机会】金十期货12月25日讯,多晶硅期货将于2024年12月26日上市,挂牌基准价为38600元/吨,该挂牌价低于目前市场均价。考虑到首日挂牌价处于估值低位,且低于改良西门子法生产成本价格,从期货单边上看,建议首日在综合成本线下方寻求多单机会。而关注到市场对于未来产能扩张供给宽松的预期,可待盘面运行一段时间后,择机逢高布局空单机会。

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