Core Viewpoint - The industrial silicon market is experiencing a short-term emotional rebound while facing long-term fundamental pressures, leading to cautious market sentiment and potential price volatility [8]. Group 1: Futures Market - Industrial silicon futures showed strong performance, with the main contract 2509 closing at 7720, up 200 from the previous day, marking a 2.66% increase [1]. - The trading volume for the main contract reached 1,087,621 lots, with an open interest of 321,342 lots, and total open interest at 570,558 lots [1]. Group 2: Spot Market - The spot prices for industrial silicon are gradually rising, with the main contract closing at 7720 compared to 7420 previously, indicating a recovery in market sentiment [3]. - Current market quotes are around 8400 yuan/ton in Tianjin and Guangzhou, approximately 8100 yuan/ton in Kunming, and about 7900 yuan/ton for 553 non-oxygen in Kunming [3]. Group 3: End Market - The market for polysilicon and organosilicon remains stable, with no significant changes in pricing observed [5]. Group 4: Overall Market Sentiment - The industrial silicon market is characterized by a mix of short-term emotional recovery and ongoing long-term pressures, with a cautious outlook on price stability due to supply-demand imbalances [8]. - Future market trends will depend on the actual resumption of production, the sustainability of futures movements, and any substantial improvements in downstream demand, particularly for polysilicon and organosilicon [8].
【工业硅】仍是给力,今日期现依然双红!!后期:“考验”仍是不断,还得边走边看??
Sou Hu Cai Jing·2025-06-26 12:13