硅业分会：现货价格继续下跌 市场情绪延续悲观

Core Viewpoint - The silicon industry is experiencing a continued decline in spot prices, with market sentiment remaining pessimistic due to weak downstream demand [1] Supply Side - The number of operational furnaces in the north and south has varied, but overall national production remains stable this month [1] - Supply conditions are not showing significant changes, indicating a stable supply environment [1] Demand Side - The operating rates of organic silicon monomer plants have remained relatively unchanged, maintaining steady demand for industrial silicon [1] - The production of polysilicon is stable, contributing to steady demand for industrial silicon [1] - Demand from aluminum alloy manufacturers for industrial silicon is based on needs, with no growth observed in the overall demand from the three major downstream sectors [1] Price Trends - Spot prices have fallen below 8,000 yuan per ton, exerting significant pressure on the market [1] - Organic silicon monomer plants previously saw a slight price increase due to improved downstream demand, but are currently focused on fulfilling prior orders, maintaining price stability [1] - Polysilicon prices have remained flat [1]