工业硅：期货仓单增加，关注市场情绪波动，多晶硅：盘面下跌，短期非标出货偏好

Group 1: Report Industry Investment Rating - No information provided Group 2: Core Viewpoints - The report presents the latest data on the fundamentals of industrial silicon and polysilicon, including prices, profits, inventories, and raw material costs, as well as macro and industry news and trend strength indicators [1][2][3] Group 3: Summary by Relevant Catalogs 1. Fundamental Tracking - Futures Market: Si2511 closed at 8,925 yuan/ton, down 25 yuan from T - 1, up 10 yuan from T - 5, and up 180 yuan from T - 22; PS2511 closed at 50,260 yuan/ton, down 730 yuan from T - 1 and 3,410 yuan from T - 5 [1] - Basis: Industrial silicon's spot premium against different benchmarks showed various changes; polysilicon's spot premium against N - type re - investment was +1,890 yuan/ton, up 730 yuan from T - 1 [1] - Prices: The price of Xinjiang 99 silicon was 9,000 yuan/ton, unchanged from T - 1, up 250 yuan from T - 5, and up 550 yuan from T - 22; the price of polysilicon - N - type re - investment was 52,650 yuan/ton, unchanged from T - 1, up 150 yuan from T - 5, and up 3,650 yuan from T - 22 [1] - Profits: The profit of silicon plants in Xinjiang (new standard 553) was - 2,316 yuan/ton, down 25 yuan from T - 1, down 345 yuan from T - 5, and up 205 yuan from T - 22; the profit of polysilicon enterprises was - 14.2 yuan/kg, up 0.4 yuan from T - 1, up 0.3 yuan from T - 5, and up 2.0 yuan from T - 22 [1] - Inventories: Industrial silicon's social inventory (including warehouse receipt inventory) was 54.3 million tons, with the enterprise inventory at 17.5 million tons, and the industry inventory at 71.8 million tons; polysilicon's manufacturer inventory was 20.4 million tons [1] - Raw Material Costs: The price of silicon ore in Xinjiang was 320 yuan/ton, down 10 yuan from T - 5 and 20 yuan from T - 22; the price of washed coking coal in Xinjiang was 1,725 yuan/ton, up 25 yuan from T - 5 and 475 yuan from T - 22 [1] 2. Macro and Industry News - On September 19, the Anhui branch of Tower Energy announced a selection for the comprehensive reserved machine - room photovoltaic procurement project. It plans to purchase a photovoltaic system with a total capacity of 296.8kW, divided into two bid packages, with specific procurement contents and price limits set [2] 3. Trend Strength - The trend strength of industrial silicon was 0, and that of polysilicon was also 0, indicating a neutral view [3]