沪银期价维持高位运行 机构预测今年国际银价或冲击100美元/盎司关口

Group 1 - The core viewpoint of the articles highlights that silver prices are experiencing a significant upward trend driven by industrial demand and the global energy transition narrative, marking a shift from being a secondary asset to a strategic metal essential for green energy and digital infrastructure development [1][2] - As of January 5, 2026, the main silver futures contract on the Shanghai Futures Exchange closed at 18,247 yuan per kilogram, reflecting a 1.16% increase, while the COMEX silver futures for March remained above $70 per ounce, providing strong support for domestic silver prices [1] - Analysts indicate that the fundamental restructuring of demand, with industrial applications becoming the dominant force, suggests that silver price fluctuations are now more closely tied to global manufacturing activities and energy transition processes rather than monetary policy [2] Group 2 - The silver market is expected to face a supply gap by 2025, with continuous growth in demand from sectors such as photovoltaics, electric vehicles, and AI infrastructure [1] - Analysts predict that silver prices will continue to benefit from favorable liquidity conditions, long-term supply-demand gaps, and increased industrial demand driven by narratives around AI, with expectations that international silver prices may reach $100 per ounce [2] - The overall price center for silver is anticipated to rise in 2026, with increased volatility expected, while caution is advised regarding potential price corrections [2]