Xin Lang Cai Jing·2026-02-11 08:09Core Insights - The World Silver Association reported on February 10 that global silver investment demand is expected to remain strong in 2026, supported by geopolitical tensions and uncertainty in U.S. policies [1] - A supply deficit of approximately 67 million ounces is anticipated in the global silver market by 2026, marking the sixth consecutive year of shortage [1] - The international silver price surged significantly at the beginning of the year, reaching a record high of $121.65 per ounce on January 29 [1] - Recent trends indicate a stabilization in international silver prices, leading to adjustments in silver-related stocks [1] Investment Demand - Geopolitical tensions and U.S. policy uncertainty are driving increased investment demand for silver [1] - The strong demand is expected to continue through 2026, indicating a robust market outlook [1] Supply Dynamics - The global silver market is projected to face a supply shortfall of about 67 million ounces in 2026 [1] - This anticipated shortfall represents the sixth consecutive year of supply deficit in the silver market [1] Price Trends - The international silver price reached a historic high of $121.65 per ounce on January 29, 2023 [1] - Following this peak, silver prices have shown a tendency to stabilize, impacting the performance of silver-related stocks [1] Stock Performance - Data indicates that over 80% of silver-related stocks have experienced a pullback of more than 20% compared to their highs earlier in the year [1] - Specific companies such as Silver Nonferrous, Shengda Resources, Hunan Silver, Xingye Silver Tin, and Yuguang Gold Lead have seen pullbacks exceeding 30% [1]