银锡铜价格大涨，电子元器件掀涨价潮

Core Insights - The electronic components industry is experiencing a widespread price increase, which is notably different from previous fluctuations driven by short-term supply and demand changes [1] - The current price surge, which began at the end of 2025 and fully initiated in early 2026, is characterized by its unprecedented breadth and depth [1] Price Increases - As of January 27, 2026, international silver prices reached $112.14 per ounce, marking a 282% increase compared to early 2025 [1] - Tin prices surged to $54,876 per ton, reflecting an 89% increase [1] - Copper prices rose to $13,024 per ton, indicating a 48% increase [1] - Other metal materials have also seen price increases, contributing to systemic cost pressures in the electronic components industry [1] Industry Response - Major domestic and international manufacturers have begun issuing price increase notices, with hikes ranging from 5% to 30% [1] - Unlike previous industry cycles driven by consumer electronics demand, the current price increases are primarily driven by strong demand from three key sectors: AI servers, new energy vehicles, and high-end industrial applications [1] - The robust demand from high-end applications has transformed price increases from an "optional" to a "mandatory" aspect for the industry [1]