白银期价重返80美元/盎司关口 涉银企业多举措抵御成本波动

Group 1 - The core viewpoint of the articles highlights the strong support for silver prices due to robust supply-demand fundamentals and increased investment and hedging demand, leading to a recent rise in silver prices [1][2] - Analysts note that the silver market is experiencing a structural transformation in demand, particularly from industries like AI and semiconductors, which is expected to significantly boost silver demand [2] - The supply of primary silver is constrained, as it heavily relies on the production of other metals like copper, lead, and zinc, making it difficult to expand output independently [2] Group 2 - Domestic silver-related enterprises are adopting various strategies to manage price volatility, including technological innovations and the use of derivatives [3] - The rising silver prices are creating challenges for downstream industries, particularly in sectors like photovoltaics and silver jewelry, where increased procurement costs are compressing profit margins [3][4] - Downstream companies are addressing risks primarily through two methods: reducing silver usage via technological upgrades and utilizing financial derivatives for hedging against price fluctuations [3][4]