Report Summary 1. Report Industry Investment Rating No information provided. 2. Report's Core View - Industrial silicon futures are currently in a large - range oscillation. The spot price of industrial silicon rose slightly last week. The AI intelligent investment consultation report shows that the daily price of industrial silicon is in a sideways phase, and the main force shows a strong bullish sentiment. It is expected that the industrial silicon 2511 contract will operate in the range of 7,700 - 10,000 [6][7]. - Lithium carbonate futures are also in a large - range oscillation. The spot price of lithium carbonate rose significantly last week. The AI intelligent investment consultation report shows that the daily price of lithium carbonate futures is in a strong upward phase, but the main force has an obvious bearish attitude. It is expected that the lithium carbonate 2511 contract will operate in the range of 65,000 - 100,000 [28][29]. 3. Summary According to the Directory Industrial Silicon Futures - Mid - line Market Analysis - The industrial silicon futures are in a large - range oscillation. As of August 15, the 421 price in Xinjiang was 9,150 yuan/ton, 10,000 yuan/ton in Yunnan, and 10,100 yuan/ton in Sichuan. The daily price is in a sideways phase, and the main force has a bullish sentiment. It is expected that the industrial silicon 2511 contract will operate between 7,700 and 10,000 [6][7]. - Variety Trading Strategy - Last week's strategy: Consider grid trading in the range. This week's strategy: Still consider grid trading in the range [10]. - 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 is at a relatively high level compared to the past five years. The LME copper inventory was 122,125 tons, and the ratio of cancelled warrants was 25.73%, at a relatively low level compared to the past five years [12][16]. Lithium Carbonate Futures - Mid - line Market Analysis - The lithium carbonate futures are in a large - range oscillation. As of August 15, the market price of battery - grade lithium carbonate was 83,000 yuan/ton, and that of industrial - grade lithium carbonate was 81,950 yuan/ton. The daily price of lithium carbonate futures is in a strong upward phase, but the main force has a bearish attitude. It is expected that the lithium carbonate 2511 contract will operate between 65,000 and 100,000 [28][29]. - Variety Trading Strategy - Last week's strategy: Buy a small amount when the lithium carbonate price pulls back to the range of 63,000 - 65,000. This week's strategy: Mainly wait and see [32]. - 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 is at a relatively low level compared to the past five years. The LME aluminum inventory was 504,000 tons, and the ratio of cancelled warrants was 66.03%, also at a relatively low level compared to the past five years [34][35].
工业硅、碳酸锂期货品种周报-20250818
Chang Cheng Qi Huo·2025-08-18 02:54