需求端依旧萎靡 短期工业硅盘面将保持偏弱震荡

Group 1 - The industrial silicon futures market is experiencing a downward trend, with the main contract opening at 8150.0 CNY/ton and fluctuating between a high of 8200.0 CNY and a low of 8075.0 CNY, reflecting a decline of approximately 1.63% [1] - Supply is showing a slight increase in the north and a decrease in the south, with overall changes being minimal. Although there are expectations for improved demand in organic silicon and aluminum alloys, the weakening demand in the photovoltaic sector is likely to continue putting pressure on the core consumption flow of polysilicon, leading to high inventory levels in the industry [1] - New production capacity rumors from major manufacturers in Xinjiang have emerged, but the situation remains unclear. The downstream demand for polysilicon is expected to decrease by about 0.2 thousand tons month-on-month in May, leading to a continued contraction in the essential procurement of industrial silicon [1][2] Group 2 - The market is characterized by weak supply and demand, with production increasing in the south and decreasing in the north. The demand side remains sluggish, and there are expectations for continued contraction in polysilicon demand. If production in the southwest increases, the risk of inventory accumulation in the industry will rise, further pressuring silicon prices [2] - The current market for industrial silicon is showing a dual weakness in supply and demand, with expectations of a weak and fluctuating trend. It is recommended to maintain short positions in the short term [2]