“穷人的黄金”爆了，商家：非常缺货

Core Viewpoint - The precious metals market has seen a strong performance this year, with gold prices reaching historical highs and silver, often referred to as "poor man's gold," also experiencing significant price increases. Silver prices have surged over 70% this year, outperforming gold [1]. Market Demand and Supply - On October 9, the spot silver price surpassed $50 per ounce for the first time in history, leading to a surge in the silver bar investment market [1]. - In the Shenzhen Shui Bei market, which is the largest jewelry trading market in China, there is a high demand for silver bars, but the overall activity is not as vibrant as the gold market [3]. - A silver store representative indicated that the store has been in operation for over 20 years and offers various investment silver bars, with prices ranging from 12.82 to 13.82 yuan per gram, which is higher than the real-time silver price due to membership and handling fees associated with purchasing from the Shanghai Gold Exchange [5][8]. - The global silver supply has consistently fallen short of demand from 2021 to 2024, with a projected shortfall of 3,659 tons in 2025 [10]. Online and Offline Market Dynamics - Some online platforms are experiencing significant shortages of silver bars, with reports of items being out of stock [12][17]. - In contrast, other e-commerce platforms have sufficient inventory and can ship orders the next day [17]. - The demand for silver bars has led to long waiting times for delivery, with some customers needing to wait about a month for their orders [8][10]. Price Drivers and Market Trends - The recent surge in precious metal prices is attributed to several factors, including increased global economic and geopolitical risks, changes in the dollar and interest rate environment, and a strong demand for physical silver due to its industrial applications [21][22]. - The current market conditions have led to a significant increase in the prices of both gold and silver, with the cumulative increase for precious metals exceeding 40% this year [23]. - Analysts suggest that while the long-term outlook for silver remains positive due to its role in the green economy, short-term price corrections may occur if global inflation decreases or geopolitical risks subside [23].