Group 1: Report Overview - Report Title: Industrial Silicon and Lithium Carbonate Futures Weekly Report [2] - Report Period: November 10 - 14, 2025 [1] Group 2: Industrial Silicon Futures 1. Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently in a wide - range operation. The 2601 contract is expected to operate between 7,500 and 10,000 [8][9]. - Trend Logic: Last week, the spot price of industrial silicon remained stable. As of November 7, the price of 421 in Xinjiang was 9,150 yuan/ton, 9,900 yuan/ton in Yunnan, and 10,000 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report from Great Wall Futures showed that the daily price of industrial silicon was in a sideways phase, and the main force showed a strong bearish sentiment [8]. 2. Variety Trading Strategy - Last Week's Strategy Review: Industrial silicon was in a wide - range operation, with a focus on buying on dips [12]. - This Week's Strategy Suggestion: Industrial silicon is in a wide - range operation, with a focus on buying on dips [13]. 3. Related 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 [15]. - As of April 19, 2024, 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 [19] Group 3: Lithium Carbonate Futures 1. Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently in a wide - range operation. The 2601 contract is expected to operate between 68,000 and 100,000 [34][35]. - Trend Logic: Last week, the spot price of lithium carbonate declined. As of November 7, the market price of battery - grade lithium carbonate was 80,150 yuan/ton, and the market price of industrial - grade lithium carbonate was 78,750 yuan/ton. The AI intelligent investment consultation variety diagnosis report from Great Wall Futures showed that the daily price of lithium carbonate futures was basically in an upward channel, and the main long - position camp had a slight advantage [35]. 2. Variety Trading Strategy - Last Week's Strategy Review: Lithium carbonate was in a wide - range operation, with a focus on buying on dips. - This Week's Strategy Suggestion: Lithium carbonate is in a wide - range operation, with a focus on buying on dips [38]. 3. Related 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 [41]. - As of April 19, 2024, 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 [42]
工业硅、碳酸锂期货品种周报-20251110
Chang Cheng Qi Huo·2025-11-10 05:10