突发！伊朗：将暂停与国际原子能机构合作！乌克兰遭大规模空袭！工业硅价格上涨持续性存疑

Group 1: Iran's Suspension of Cooperation - Iran's Supreme National Security Council announced the suspension of cooperation with the International Atomic Energy Agency (IAEA) due to pressure from the UK, France, and Germany to restore UN sanctions against Iran [2] - The decision was made during a meeting chaired by President Pezeshkian, where the council discussed regional situations and the actions of the European countries regarding Iran's nuclear issues [2] - Iran's Foreign Ministry is tasked with continuing negotiations within the framework of the Supreme National Security Council to protect national interests [2] Group 2: UN Security Council Dynamics - The UN Security Council failed to pass a resolution aimed at continuing the lifting of sanctions against Iran due to opposition from nine countries, including the US, UK, and France [3] Group 3: Industrial Silicon Market Analysis - Industrial silicon futures prices have been fluctuating upwards, with the main contract reaching 9,305 yuan/ton, a 3.62% increase, marking a stable price around 9,000 yuan/ton since September [9] - Analysts attribute the price increase to policy expectations and cost support, with anticipated supply tightening due to the elimination of inefficient production capacity [9][10] - Despite the recent price rise, the market still faces oversupply pressure, with weekly production exceeding 90,000 tons and a forecasted monthly output of around 400,000 tons, while demand is estimated at 380,000 tons [10] Group 4: Future Outlook for Industrial Silicon - Analysts suggest that while industrial silicon futures prices have recently surpassed the 9,000 yuan/ton mark, further increases may face pressure, and the market is expected to remain volatile [11] - The core focus for the industrial silicon market is whether major producers in the northwest can resume production as expected, which will significantly impact supply and demand dynamics [10][11]