供应短缺 白银长期滚动做多逻辑不变
Jin Tou Wang·2026-01-20 07:04

Core Viewpoint - The silver futures market is experiencing a significant surge, with the main contract reaching a peak of 23,568.00 yuan, reflecting a 4.09% increase [1] Group 1: Market Performance - The main silver futures contract reported a rise of over 4%, indicating strong market performance [2] - As of the latest report, the main silver futures contract is priced at 23,167.00 yuan [1] Group 2: Institutional Insights - Copper Crown Jin Yuan Futures predicts that precious metals will maintain a strong performance in the short term due to increased demand for safe-haven assets amid geopolitical tensions [2] - Hualian Futures expects the medium to long-term trend of silver to remain strong, driven by rising market demand and supply constraints [3] - Zhonghui Futures maintains a long-term bullish outlook on silver, emphasizing the ongoing supply-demand gap and favorable macroeconomic conditions [3] Group 3: Market Drivers - The geopolitical situation regarding Greenland has heightened market risk, prompting investors to seek refuge in precious metals like silver [2] - The silver market is facing a significant supply shortage for the fifth consecutive year, while demand is bolstered by sectors such as photovoltaics, electric vehicles, and AI data centers [3] - Continuous inflows into global silver ETFs and declining COMEX inventories have resulted in historically low deliverable silver stocks [3]