Aggregate Information - Report Title: Industrial Silicon and Lithium Carbonate Futures Weekly Report [2] - Report Period: July 28 - August 1, 2025 [1] Group 1: Industrial Silicon Futures 1. Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently in a process of stabilizing and rebounding [6] - Trend Logic: Last week, the spot price of industrial silicon increased. As of July 25, the price of 421 in Xinjiang was 9,650 yuan/ton, 10,300 yuan/ton in Yunnan, and 10,000 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures shows that the daily price of industrial silicon is in a strong upward stage, and the main force shows a strong bullish sentiment [6] - Strategy Suggestion: The support level of the industrial silicon 2509 futures price is in the range of 8,300 - 8,600. It is recommended to buy a small amount on dips [7] 2. Variety Trading Strategy - Last Week's Strategy Review: The price of industrial silicon was bottoming and oscillating. It was advisable to consider buying a small amount on dips during the correction [10] - This Week's Strategy Suggestion: During the process of the industrial silicon price stabilizing and rebounding, it is advisable to consider buying a small amount on dips during the correction [11] 3. Relevant Data - As of April 19, 2024, the cathode copper inventory on the Shanghai Futures Exchange was 300,045 tons, an increase of 322 tons from the previous week. Seasonally, the current inventory is 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%. Seasonally, the current inventory is at a relatively low level compared to the past five years [17] Group 2: Lithium Carbonate Futures 1. Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently in a process of stabilizing and rebounding [30] - Trend Logic: Last week, the spot price of lithium carbonate increased. As of July 25, the average price of battery - grade lithium carbonate was 73,000 yuan/ton, and the average price of industrial - grade lithium carbonate was 71,800 yuan/ton. Technically, the AI variety diagnosis report of Great Wall Futures shows that the daily price of lithium carbonate futures is in a strong upward stage, and the main force shows a strong bullish sentiment [31] - Strategy Suggestion: The support level of the lithium carbonate 2509 futures price is in the range of 69,000 - 72,000. It is recommended to buy a small amount on dips [31] 2. Variety Trading Strategy - Last Week's Strategy Review: During the process of the lithium carbonate price stabilizing and rebounding, it was advisable to consider buying a small amount on dips during the correction [34] - This Week's Strategy Suggestion: During the process of the lithium carbonate price stabilizing and rebounding, it is advisable to consider buying a small amount on dips during the correction [35] 3. Relevant Data - As of April 19, 2024, the electrolytic aluminum inventory on the Shanghai Futures Exchange was 228,537 tons, a decrease of 3,228 tons from the previous week. Seasonally, the current inventory is at a relatively low level compared to the past five years [38] - As of April 19, 2024, the LME aluminum inventory was 504,000 tons, and the proportion of cancelled warrants was 66.03%. Seasonally, the current inventory is at a relatively low level compared to the past five years [41]
工业硅、碳酸锂期货品种周报-20250728
Chang Cheng Qi Huo·2025-07-28 01:19