Group 1 - The current trading price of London silver is around $94.33 per ounce, showing a decrease of 0.25% from the opening price of $94.64, with a daily high of $95.48 and a low of $93.33, indicating a short-term bearish trend [1] - The World Silver Association projects that by 2030, the demand for silver in photovoltaic solar energy will reach 12,000 tons annually, nearly doubling from 2025 levels; the automotive sector's silver demand is expected to rise from 2,566 tons in 2025 to 2,926 tons by 2031, a growth of 14% [1] - The demand for silver from AI servers and GPU infrastructure is estimated to be between 1,000 tons and 2,000 tons in 2025, with an expected annual growth rate of 20% to 25% over the next decade [1] Group 2 - Despite strong demand growth, global silver mine production has been declining since reaching a peak of nearly 28,000 tons in 2016, maintaining around 26,000 tons annually over the past five years, while secondary silver recovery from waste electrical components contributes approximately 6,000 tons per year [1] - The annual silver supply deficit has exceeded 4,000 tons for the past five years, highlighting a significant supply-demand imbalance in the market [1] - Recent announcements from leading Chinese photovoltaic companies, Longi Green Energy and JinkoSolar, indicate a shift towards using cheaper base metals to replace some silver, which could impact industrial demand for silver [2]
白银受供需缺口支撑 伦敦银试图获得上涨动能
Jin Tou Wang·2026-01-21 06:59