Report Summary 1) Report Industry Investment Rating - Not provided in the given content 2) Core View of the Report - The fundamentals of the industrial silicon market show both supply and demand increasing. The continuous resumption of production by large northwest manufacturers drives up industrial silicon output. On the demand side, affected by the resumption of production in Qinghai and the ramping - up of new capacities in other regions, the production schedule of polysilicon in October is expected to increase. With the organic silicon production schedule in October being basically stable, silicon prices may fluctuate [1] 3) Summary According to Relevant Content Futures Market - SI2510: Closing price is 8660, change rate is 1.23%, and open interest is 1183 [1] - SI2511: Closing price is 8570, change rate is - 0.12%, and open interest is 142381 [1] - SI2512: Closing price is 8945, change rate is - 0.28%, and open interest is 112415 [1] - SI2601: Closing price is 8875, change rate is - 0.34%, and open interest is 124630 [1] - SI2602: Closing price is 8885, change rate is - 0.34%, and open interest is 22957 [1] Spot Market - In the East China region: 553 (non - oxygen - passing) price is 9300 with no change; 553 (hydrogen - passing) price is 9400 with no change; 421 price is 9700 with no change; 441 price is 9650, up 200; 3303 price is 10550 with no change; 553 (flux - passing) price is 9450 with no change [1] - At Huangpu Port: 421 price is 10100 with no change; 553 (hydrogen - passing) price is 9300 with no change [1] - At Tianjin Port: 421 price is 9850 with no change; 553 (hydrogen - passing) price is 9600 with no change [1] - In Sichuan: 421 price is 9750 with no change [1] - DMC price is 11300 with no change; 107 glue price is 11500, down 2000; polysilicon (dense material, per kilogram) price is 51.25 with no change; average price of aluminum alloy ADC12 is 21050, up 50 [1] Price Spread - SI2510 - SI2511 spread is 90, up 120; SI2511 - SI2512 spread is - 375, up 10; 421 spot - 553 oxygen - passing spot spread is 300 with no change; basis (East China 553 spot - main contract) is 830, down 50 [1] Warehouse and Warehouse Receipt - Total warehouse capacity is 280,000 tons. The total number of warehouse receipts yesterday was 42684, and today it is 42090, a decrease of 594 [1] Industry News - The environmental impact assessment public participation first - phase information of the 90,000 - ton organic silicon product project of Jiangxi Fuxin Organic Silicon Technology Co., Ltd. was released on the Jiujiang government website [1]
工业硅数据日报-20251016
Guo Mao Qi Huo·2025-10-16 03:37