硅业分会：盘面价格连创新低 本周工业硅现货价格小幅下跌

Core Viewpoint - The silicon industry is experiencing a decline in spot prices due to increased supply expectations, weak demand, and continuously falling futures prices [1] Supply Side - Northern major manufacturers are resuming production, and with the upcoming flood season, overall production is expected to increase significantly [1] - Only a small number of southern manufacturers are preparing to start production, indicating a limited supply increase from that region [1] Demand Side - The supply from organic silicon monomer plants is currently stable, with an expectation of increased demand for industrial silicon due to fewer maintenance plans in June [1] - The operating rates of polysilicon plants are showing minor fluctuations, with no significant overall changes [1] - Aluminum alloy plants are purchasing industrial silicon based on demand, leading to an increase in total demand from the three major downstream sectors [1] Price Trends - Organic silicon monomer plants are primarily executing previous orders, resulting in low market activity and weak downstream demand, leading to a slight price decline [1] - Polysilicon prices have also experienced a slight decrease [1]