涨幅碾压黄金！投资者疯狂抢购银条，深圳水贝老板采购也靠抢：工厂不接单，回消息慢两分钟“秒光”

Core Viewpoint - The significant increase in silver prices in China, with prices rising from 12,000 yuan per kilogram to over 18,000 yuan, reflecting a 50% increase, has attracted considerable attention from investors [1][5]. Price Trends - Since late November, domestic silver prices have surged, with the Shanghai silver futures reaching a historical high of 19,998 yuan per kilogram on December 29 [5][14]. - The international silver price has also seen a remarkable increase, with London spot silver rising from approximately $28.91 per ounce to $80 per ounce, marking an increase of nearly 160% for the year [5][14]. Market Demand and Supply - The surge in silver prices has led to a shortage of physical silver, with sellers reporting that silver bars are out of stock and factories are not accepting new orders [3][6]. - Retailers are experiencing high demand for silver bars, with some requiring customers to pay a deposit to secure their orders due to limited availability [6][11]. Industrial Demand - The increase in silver prices is attributed to a combination of factors, including the return of silver's financial attributes, a surge in industrial demand, and a rapid mean reversion of the gold-silver ratio [14][15]. - Silver's unique properties make it a critical raw material in industrial production, with industrial demand consistently accounting for over 50% of total silver demand [15]. Price Structure and Costs - The processing fees for silver bars have become significant, with some retailers indicating that these fees can account for up to 21% of the selling price [11][12]. - The current selling price for silver is approximately 18.81 yuan per gram, with additional processing fees impacting the overall cost for consumers [12][13]. Market Sentiment - The rising silver prices have raised concerns among industrial leaders, such as Tesla's CEO Elon Musk, who expressed worries about the implications of increasing silver costs on industrial development [15]. - The Shanghai Futures Exchange has issued warnings to the market to manage risks associated with the volatility in silver prices [15].