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【工业硅】期现双红又是“昙花一现”?局势要转继续看供需“脸色”??
Sou Hu Cai Jing·2025-05-12 15:31

Group 1 - The industrial silicon futures market showed a positive trend with the main contract closing at 8320, up 20 from the previous day, reflecting a 0.24% increase [1] - The total trading volume for the main contract was 223,082 lots, with an open interest of 168,962 lots, and a total open interest of 467,743 lots [1] - The market sentiment improved due to favorable macroeconomic news and a reduction in pessimism, leading to a rebound in prices [3] Group 2 - In the spot market, prices for industrial silicon in various regions showed slight increases, with 421 in Yunnan at around 10,500 yuan/ton and 441 in Kunming at approximately 10,200 yuan/ton [3] - The overall market is experiencing a supply-demand imbalance, with expectations of increased production as the wet season approaches, which may continue to test the market [3][7] - The polysilicon market remained stable, while the organic silicon market showed a weak trend with slight adjustments in some product prices [5] Group 3 - The current industrial silicon market is characterized by a "weak reality and strong expectations" dynamic, with short-term price pressures likely to persist [7] - Close attention is needed on inventory reduction efforts by companies and policy developments to gauge future market trends [7]