供需端双方僵持 预计工业硅期货价格将继续承压

Group 1 - The industrial silicon futures market is experiencing a weak performance with prices showing a downward trend, currently fluctuating around 8740.0 CNY/ton, with a maximum of 8770.0 CNY and a minimum of 8585.0 CNY, reflecting a decline of approximately 1.08% [1] - New Lake Futures indicates that the industry fundamentals remain loose with both supply and demand increasing, but inventory absorption is still weak, leading to limited price upside and continued pressure on prices [1] - Hualian Futures notes an increase in the number of industrial silicon furnaces last week, while downstream demand for aluminum alloys is weakening, resulting in a standoff between supply and demand, with high prices not being accepted by the market [1] Group 2 - Jianxin Futures reports that industrial silicon production continues to exceed 70,000 tons, with monthly output expected to remain above 310,000 tons, driven by recovery in the Southwest production area [2] - Demand for polysilicon is projected to increase to 100,000-110,000 tons in July, but overall monthly demand growth is insufficient, with an increase of less than 20,000 tons [2] - The futures warehouse receipts are beginning to increase, and there is a positive expectation from industrial policies, leading to a short-term strong oscillation in the market [2]