工业硅：仓单持续去化，底部支撑偏强，多晶硅：关注本周信息情况

1. Report Industry Investment Rating - No information provided regarding the industry investment rating 2. Report's Core View - The report tracks the fundamentals of industrial silicon and polysilicon, including futures market data, basis, prices, profits, and inventory. It also mentions industry news such as the release of a large - scale perovskite photovoltaic commercial component by Xianna Optoelectronics [1][3] - The trend intensity of industrial silicon is 1, and that of polysilicon is 0, with the range of trend intensity being in the [-2, 2] interval [3] 3. Summary by Relevant Catalogs 3.1 Fundamentals Tracking 3.1.1 Industrial Silicon and Polysilicon Futures Market - Si2601: The closing price is 8,885 yuan/ton, down 255 yuan from T - 1, 70 yuan from T - 5, and 170 yuan from T - 22. The trading volume is 379,786 lots, and the open interest is 242,153 lots [1] - PS2601: The closing price is 53,715 yuan/ton, down 2,350 yuan from T - 1 and 640 yuan from T - 5. The trading volume is 274,348 lots, and the open interest is 128,876 lots [1] 3.1.2 Basis - Industrial silicon: The spot premium against East China Si5530 is +565 yuan/ton, against East China Si4210 is +15 yuan/ton, and against Xinjiang 99 silicon is - 85 yuan/ton [1] - Polysilicon: The spot premium against N - type re - investment is - 1715 yuan/ton [1] 3.1.3 Prices - Industrial silicon: Xinjiang 99 silicon is 8800 yuan/ton, Yunnan Si4210 is 9950 yuan/ton [1] - Polysilicon: N - type re - investment material is 52200 yuan/ton [1] 3.1.4 Profits - Silicon plant profit: For Xinjiang new standard 553, it is - 2384.5 yuan/ton; for Yunnan new standard 553, it is - 3323 yuan/ton [1] - Polysilicon enterprise profit: 7.6 yuan/kg [1] 3.1.5 Inventory - Industrial silicon: Social inventory (including warehouse receipt inventory) is 55.8 million tons, enterprise inventory is 16.8 million tons, and industry inventory is 72.6 million tons. The futures warehouse receipt inventory is 22.9 million tons [1] - Polysilicon: Manufacturer inventory is 26.1 million tons [1] 3.1.6 Raw Material Costs - Silicon ore: 320 yuan/ton in Xinjiang and 290 yuan/ton in Yunnan [1] - Washed coking coal: 1475 yuan/ton in Xinjiang and 1140 yuan/ton in Ningxia [1] - Petroleum coke: Maoming coke is 1400 yuan/ton, and Yangtze coke is 2040 yuan/ton [1] - Electrodes: Graphite electrode is 12450 yuan/ton, and carbon electrode is 7200 yuan/ton [1] 3.1.7 Polysilicon (Photovoltaic) - Prices: Trichlorosilane is 3375 yuan/ton, silicon powder (99 silicon) is 9950 yuan/ton, N - type 210mm silicon wafer is 1.69 yuan/piece, TOPCon - 210mm cell is 0.305 yuan/watt, N - type 210mm centralized component is 0.682 yuan/watt, 3.2mm photovoltaic glass is 20 yuan/cubic meter, and photovoltaic - grade EVA price is 10156 yuan/ton [1] 3.1.8 Organic Silicon - Price: DMC is 11150 yuan/ton [1] - Profit: DMC enterprise profit is - 694 yuan/ton [1] 3.1.9 Aluminum Alloy - Price: ADC12 is 21400 yuan/ton [1] - Profit: Recycled aluminum enterprise profit is - 40 yuan/ton [1] 3.2 Macro and Industry News - On November 3, Xianna Optoelectronics released the world's largest perovskite photovoltaic commercial component. The 2.88m² component has a power of 509.21W and an efficiency of 18.60%, reaching the industry - leading level. The reliability of the large - size component has reached the mass - shipment standard [1][3] 3.3 Trend Intensity - Industrial silicon trend intensity is 1, and polysilicon trend intensity is 0, with the range of trend intensity being in the [-2, 2] interval [3]