工业硅数据日报-20250813

Report Industry Investment Rating - No information provided Core View of the Report - The supply of industrial silicon is expanding as factories in the northwest and southwest regions continue to resume production. On the demand side, the weekly output of downstream polysilicon and silicone has increased. From a balance perspective, the resumption of production on the supply side will impact the supply - demand balance, and combined with hedging pressure, the futures price is expected to be weak in the short term [2] Summary by Relevant Catalogs Futures Market - Different contracts (SI2508 - SI2512) have different closing prices, price changes (ranging from -1.12% to 0.05%), and trading volumes. For example, SI2508 has a closing price of 8800 with a -0.68% change and a trading volume of -16; SI2509 has a closing price of 8800, a -1.07% change, and a trading volume of 68175 [1] Spot Market - Different grades of industrial silicon (such as 553 (unoxygenated), 553 (hydrogenated), 421, etc.) have different prices in different regions. For example, 553 (unoxygenated) has a price of 9200 in the market, and 421 has a price of 9750. In ports like Huangpu and Tianjin, prices also vary. Additionally, prices of related products like DMC, 107 glue, polysilicon, and aluminum alloy ADC12 are provided [1] Spread - The spreads between different contracts (e.g., si2508 - si2509, si2509 - si2510) and between different spot products (e.g., 421 spot - 553 oxygenated spot) are presented. For example, si2508 - si2509 has a spread of 0 with a change of 65, and 421 spot - 553 oxygenated spot has a spread of 350 [1] Warehouse and Warehouse Receipt - Information about various warehouses and their storage capacities, premium/discount standards, and changes in warehouse receipts is provided. The total storage capacity is 31.55 million tons, and the total warehouse receipts decreased by 102 from 49890 to 49788 [1]