Report Summary 1. Report Industry Investment Rating - Not provided in the content 2. Core Views - Industrial silicon futures are currently in the process of bottom - building with oscillations. Last week, the spot price of industrial silicon rose slightly. The AI intelligent investment consultation report shows that the daily price is in an upward channel, and the main force has a relatively obvious bullish attitude. The price of industrial silicon 2509 futures fluctuates between 7500 - 9100, and it is recommended to buy a small amount on dips [6][7]. - Lithium carbonate futures are currently in the process of finding the bottom with oscillations. Last week, the spot price of lithium carbonate increased. The AI variety diagnosis report shows that the daily line of lithium carbonate futures is basically in an upward channel, and the main force shows a strong bullish sentiment. The price of lithium carbonate 2509 futures fluctuates between 57000 - 67000, and it is recommended to buy a small amount on dips [34][35]. 3. Summary by Directory Industrial Silicon Futures - Mid - line Market Analysis - Trend: In the process of bottom - building with oscillations. As of July 11, the 421 price in Xinjiang was 8650 yuan/ton, in Yunnan was 9900 yuan/ton, and in Sichuan was 9450 yuan/ton. The AI report shows the daily price in an upward channel, and the main force is bullish [6]. - Strategy: The price of industrial silicon 2509 futures fluctuates between 7500 - 9100, and it is recommended to buy a small amount on dips [7]. - Variety Trading Strategy - Last week's strategy: The price of industrial silicon was in a bottom - finding and oscillating state, and it was advisable to consider buying a small amount on dips during the decline [10]. - This week's strategy: The price of industrial silicon is in a bottom - building and oscillating state, and it is advisable to consider buying a small amount on dips during the decline [11]. - Related Data Situation - As of April 19, 2024, the SHFE cathode copper inventory was 300,045 tons, an increase of 322 tons from the previous week, and it was at a relatively high level compared to the past five years [13]. - As of April 19, 2024, the LME copper inventory was 122,125 tons, and the proportion of cancelled warrants was 25.73%. It was at a relatively low level compared to the past five years [17]. Lithium Carbonate Futures - Mid - line Market Analysis - Trend: In the process of finding the bottom with oscillations. As of July 11, the average price of battery - grade lithium carbonate was 62900 yuan/ton, and that of industrial - grade lithium carbonate was 61500 yuan/ton. The AI report shows the daily line in an upward channel, and the main force is bullish [34][35]. - Strategy: The price of lithium carbonate 2509 futures fluctuates between 57000 - 67000, and it is recommended to buy a small amount on dips [35]. - Variety Trading Strategy - Last week's strategy: The price of lithium carbonate was in a bottom - finding and oscillating state, and it was advisable to consider buying a small amount on dips during the decline [38]. - This week's strategy: The price of lithium carbonate is in a bottom - finding and oscillating state, and it is advisable to consider buying a small amount on dips during the decline [39]. - Related Data Situation - As of April 19, 2024, the SHFE electrolytic aluminum inventory was 228,537 tons, a decrease of 3,228 tons from the previous week, and it was at a relatively low level compared to the past five years [42]. - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. It was at a relatively low level compared to the past five years [43]
工业硅、碳酸锂期货品种周报-20250714
Chang Cheng Qi Huo·2025-07-14 07:00