金融+工业“双轮驱动” 伦敦银呈现强势前景

Group 1 - The core viewpoint is that the silver market is experiencing a dual drive from financial attributes and industrial demand, leading to a fluctuating upward trend in silver prices [1] - Silver has both monetary and investment properties, historically serving as an important currency function and currently acting as an inflation hedge reserve asset [1] - The global silver consumption structure for 2024 is projected to have industrial demand at 59%, jewelry at 18%, and coins and bars at 16%, with photovoltaic demand accounting for 197.6 million ounces, approximately 17% of total demand [1] Group 2 - Silver is a critical component in photovoltaic cells, directly affecting the efficiency of energy conversion and the long-term reliability of components [1] - The current mainstream PERC solar cells require about 80 milligrams of silver per piece, while the more promising N-type TOPCon cells require up to 130 milligrams [1] - Short-term market analysis indicates a need to be cautious of potential pullback risks, particularly around the key resistance area of $65.88, which may serve as a turning point for the market [2]