一场完美的“白银逼空”！伦敦金库捉襟见肘，印度买家愿付10%溢价抢购

Group 1 - The core viewpoint of the articles highlights the significant rise in silver prices, which have surged by 70% this year, outpacing gold's 55% increase, driven by supply constraints and increased demand amid geopolitical tensions and inflation [1][2][4] - Silver's unique properties as an excellent conductor make it essential in various industries, including electronics, electric vehicles, and medical devices, contributing to its growing demand [2][3] - The silver market is characterized by its smaller trading volume and tighter liquidity compared to gold, with approximately 790 million ounces of silver stored in London, valued at around $40 billion, compared to gold's $1.1 trillion [3][4] Group 2 - The decline in London silver inventories by about one-third since mid-2021 has led to a reduction in available metal for lending or delivery, exacerbating supply shortages as global demand has exceeded mine production for four consecutive years [4] - India's demand for silver has surged, particularly ahead of the Diwali festival, with imports nearly doubling compared to last year, highlighting the tightness in physical supply as Indian buyers pay prices significantly above global benchmarks [6] - The ongoing high prices of silver may impact industries reliant on it, such as solar panel manufacturing, potentially leading to a search for alternative materials as companies face pressure on profitability [7]