工业硅：关注今日内蒙会议信息，多晶硅：市场情绪再次发酵，关注仓单注册-20250912

1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints of the Report - The report tracks the fundamentals of industrial silicon and polysilicon, including price, profit, inventory, and other data, and mentions a macro - industry news about a photovoltaic project in Inner Mongolia. The trend strength of industrial silicon is 0 (neutral), and that of polysilicon is 1 (slightly bullish) [2][4]. 3. Summary by Related Catalogs 3.1 Fundamental Data of Industrial Silicon and Polysilicon - Futures Market: Si2511 closed at 8,740 yuan/ton, with a volume of 347,619 lots and an open interest of 287,771 lots; PS2511 closed at 53,710 yuan/ton, with a volume of 278,296 lots and an open interest of 136,326 lots [2]. - Basis: Industrial silicon and polysilicon have different spot - futures basis values for different benchmarks, such as the spot premium of industrial silicon to East China Si5530 is +515 yuan/ton [2]. - Price: The price of Xinjiang 99 - silicon is 8600 yuan/ton, Yunnan Si4210 is 9650 yuan/ton, and polysilicon - N - type re - feedstock is 51550 yuan/ton [2]. - Profit: The profit of silicon plants in Xinjiang and Yunnan is negative, and the profit of polysilicon enterprises is - 14.4 yuan/kg [2]. - Inventory: Industrial silicon's social inventory is 53.9 million tons, enterprise inventory is 17.4 million tons, and industry inventory is 71.3 million tons; polysilicon's manufacturer inventory is 21.9 million tons [2]. - Raw Material Cost: The prices of raw materials such as silicon ore, washed coal, petroleum coke, and electrodes in different regions are provided [2]. - Prices in the Polysilicon (Photovoltaic) Industry: The prices of products such as trichlorosilane, silicon powder, silicon wafers, battery cells, components, photovoltaic glass, and photovoltaic - grade EVA are listed [2]. - Profit in Related Industries: The profit of DMC enterprises is - 1224 yuan/ton, and the profit of recycled aluminum enterprises is 90 yuan/ton [2]. 3.2 Macro and Industry News - On September 8th, the 500 - megawatt photovoltaic project of Inner Mongolia Jineneng New Energy in Zhungeer Banner started. It is a key large - scale wind and photovoltaic base project in desert, Gobi, and desert areas. After completion, it will send about 1 billion kWh of green electricity to the Beijing - Tianjin - Hebei region annually, with significant economic, social, and environmental benefits [2][4]. 3.3 Trend Strength - The trend strength of industrial silicon is 0, indicating a neutral outlook; the trend strength of polysilicon is 1, indicating a slightly bullish outlook [4].