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曝北京国安面临解散

产时间尚不明确，供给端维持平稳状态；需求端来看，多晶硅企业虽维持减产态势，有机硅企业达成联动减产机制，对工业硅需求或有减弱，硅铝合金企业则按需采买，下游整体低位囤货意愿有限。　　综合来看，下游维持减产态势，工业硅需求偏弱，硅市过剩格局暂无实质性改善，预计短期硅价维持宽幅整理，区间操作为主。　　【交易策略】区间操作。　　【风险提示】宏观风险，供给端扰动，需求不及预期。　　【多晶硅】　　N型致密料较前

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