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][13]. - The price of physical silver in Shenzhen reached 18.81 yuan per gram, indicating a strong demand amidst limited supply [3][10]. Supply and Demand Dynamics - The surge in silver prices has led to a shortage of silver bars, with sellers reporting that they are unable to fulfill orders due to high demand and factories not accepting new orders [3][5]. - Some sellers are requiring customers to pay a deposit to secure orders for silver bars, highlighting the competitive nature of the market [5][10]. Market Segmentation - While investment-grade silver bars are in short supply, silver jewelry stores have not experienced a significant impact on sales, indicating a divergence in consumer behavior [7][9]. - The processing fees for silver bars have become a notable part of the pricing structure, with some fees accounting for 21% of the selling price [10][11]. Industry Insights - The recent rise in silver prices is attributed to a combination of factors, including the return of silver's financial attributes, increased industrial demand, and market sentiment [13]. - Silver's industrial applications, particularly in electronics and photovoltaics, are expected to support long-term demand, with industrial usage accounting for over 50% of total silver demand [14].
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”
3 6 Ke·2025-12-31 01:53