Group 1 - The industrial silicon futures market is experiencing a volatile upward trend, with the main contract opening at 8820.0 CNY/ton and reaching a high of 8865.0 CNY, reflecting a price increase of approximately 0.45% [1] - Supply expectations for industrial silicon are around 360,000 tons per month, with production in the southwestern region expected to hit a low point, while northern regions maintain stable operations [2] - Demand from organic silicon enterprises shows a rebound in weekly operating rates, but significant production cuts have not shown sustainability [2] Group 2 - The overall supply of industrial silicon is tightening, with Xinjiang's operating rate at a relatively high 88%, while southwestern regions are weaker due to the dry season [3] - Social inventory of industrial silicon has decreased to 553,000 tons, indicating a stabilization in the market due to the rebound in futures prices [3] - The sentiment in the industrial products market is stabilizing, with expectations for a slight rebound in futures prices in the short term [3]
市场情绪走向平稳 预计工业硅期价将小幅反弹
Jin Tou Wang·2025-12-25 07:11