硅业分会：工业硅市场期现走势再度分化 呈现“期货下调、现货持稳”格局

Core Viewpoint - The industrial silicon market is currently experiencing a divergence between futures and spot prices, characterized by "futures down, spot steady" dynamics, with the market balancing between weak demand and strong cost support [1][2]. Price Trends - The main contract price for industrial silicon fell from 9155 CNY/ton to 9020 CNY/ton, a decrease of 135 CNY/ton during the week of October 30 to November 5 [1]. - The national comprehensive price for industrial silicon on November 5 was 9174 CNY/ton, with specific grades priced as follows: 553 at 8708 CNY/ton, 441 at 9055 CNY/ton, and 421 at 9658 CNY/ton [1][3]. Regional Analysis - In the Southwest region, particularly in Sichuan and Yunnan, rising electricity prices have led to production cuts, providing price support for industrial silicon [2]. - In contrast, regions like Xinjiang and Inner Mongolia have stable production levels, with slight cost increases but overall weak demand limiting price increases [2]. Demand Insights - Demand from the downstream sectors remains insufficient to support industrial silicon prices, particularly in the organic silicon sector, which is entering a traditional off-peak season [2]. - Despite attempts by producers to stabilize prices through production cuts, the price of organic silicon DMC has decreased by 200 CNY/ton to 11000 CNY/ton [2]. - In the polysilicon sector, while prices remain stable and transaction activity has increased, production cut expectations continue to constrain demand for industrial silicon [2]. Freight Costs - The freight cost from Yili to Tianjin Port is 600 CNY/ton, while from Kunming to Huangpu Port it is 350 CNY/ton [5]. Participating Companies - A list of companies involved in the industrial silicon market includes major players from Xinjiang, Fujian, Yunnan, and Sichuan regions, indicating a diverse supply chain [5].