中国白银行业市场规模测算逻辑模型 头豹词条报告系列

Investment Rating - The report provides a positive outlook on the Chinese silver industry, projecting significant growth in market size and demand over the coming years [2][4]. Core Insights - The Chinese silver market is expected to grow from 482.24 billion RMB in 2023 to 803.05 billion RMB in 2024, representing a growth rate of 66.53% [21]. - The total demand for silver in China is projected to increase significantly, with industrial demand, net physical investment demand, and demand for silver coins and bars contributing to this growth [22][27][30]. - The report highlights that the price of silver is anticipated to rise, with a forecasted price of 7,400 RMB per kilogram in 2024, reflecting a substantial increase from previous years [38]. Summary by Sections 1. Market Size - The Chinese silver market size is projected to reach 803.05 billion RMB in 2024, with a compound annual growth rate (CAGR) of 66.53% from 2023 [21][22]. 2. Industrial Demand - Industrial demand for silver is expected to grow, with projections indicating an increase from 8,124 tons in 2023 to 9,098.88 tons in 2024, reflecting a growth rate of 12% [22][25]. 3. Net Physical Investment Demand - Net physical investment demand for silver is forecasted to rise significantly, with an expected increase to 317.2 tons in 2024, marking a 30% growth from 2023 [27][29]. 4. Demand for Silver Coins and Bars - Demand for silver coins and bars is projected to stabilize at around 230 tons from 2024 to 2028, indicating a steady market for these products [30]. 5. Jewelry Demand - Jewelry demand is expected to decline slightly, with projections showing a decrease to 488.88 tons in 2024, but is anticipated to recover gradually in subsequent years [32]. 6. Silver Price Trends - The price of silver is expected to rise significantly, with a forecast of 7,400 RMB per kilogram in 2024, driven by supply-demand imbalances and economic factors [38].