Group 1: Report Summary - The report is a weekly report on industrial silicon and lithium carbonate futures from September 8 - 12, 2025 [1][2] Group 2: Industrial Silicon Futures 1. Mid - term Market Analysis - Industrial silicon futures are currently in a wide - range oscillatory state. As of September 5, the price of 421 industrial silicon was 8750 yuan/ton in Xinjiang, 9700 yuan/ton in Yunnan, and 9900 yuan/ton in Sichuan. The AI intelligent investment consulting variety diagnosis report from Great Wall Futures shows that the daily price of industrial silicon is in a sideways phase, and there is no obvious long - or short - bias among the main players. It is expected that the industrial silicon 2511 contract will operate in the range of 7700 - 10000 yuan [6][7] 2. Variety Trading Strategy - Last week's strategy: Consider grid trading within the range. This week's strategy: As industrial silicon operates in a wide range, mainly go long on dips [10][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. 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 [13][17] Group 3: Lithium Carbonate Futures 1. Mid - term Market Analysis - Lithium carbonate futures are currently in a wide - range oscillatory state. Last week, the spot price of lithium carbonate declined. As of September 5, the market price of battery - grade lithium carbonate was 74,000 yuan/ton, and the market price of industrial - grade lithium carbonate was 71,850 yuan/ton. The AI intelligent investment consulting variety diagnosis report from Great Wall Futures shows that the daily price of lithium carbonate futures is in a downward channel, and the main players show a strong bearish sentiment. It is expected that the lithium carbonate 2511 contract will operate in the range of 65,000 - 100,000 yuan [32][33] 2. Variety Trading Strategy - Last week's strategy: Consider grid trading within the range. This week's strategy: Also consider grid trading within the range [36] 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. 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 [39][40]
工业硅、碳酸锂期货品种周报-20250908
Chang Cheng Qi Huo·2025-09-08 12:38