Report Overview - Report Title: Industrial Silicon and Lithium Carbonate Futures Weekly Report (2025.12.08 - ) [2] - Report Subjects: Industrial silicon futures and lithium carbonate futures Industrial Silicon Futures 1. Mid - term Market Analysis - Mid - term Trend: Industrial silicon futures are currently in a large - range operation [8] - Trend Logic: Last week, the spot price of industrial silicon remained stable. As of December 5, the price of 421 in Xinjiang was 9,200 yuan/ton, 9,900 yuan/ton in Yunnan, and 10,000 yuan/ton in Sichuan. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures showed that the daily price of industrial silicon was in a sideways phase, and the main force had an obvious bullish attitude [8] - Mid - term Strategy: It is expected that the industrial silicon 2601 contract will operate in the range of 8,500 - 10,000 yuan [9] 2. Variety Trading Strategy - Last Week's Strategy Review: With industrial silicon in a large - range operation, the strategy was mainly to wait and see [12] - This Week's Strategy Suggestion: With industrial silicon in a large - range operation, the strategy is mainly to wait and see [12] 3. Relevant Data - SHF Cathode Copper Inventory: As of April 19, 2024, the cathode copper inventory of 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 [14] - LME Copper Inventory: 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 [18] Lithium Carbonate Futures 1. Mid - term Market Analysis - Mid - term Trend: Lithium carbonate futures are currently in a large - range operation [33] - Trend Logic: Last week, the spot price of lithium carbonate declined. As of December 5, the market price of battery - grade lithium carbonate was 91,100 yuan/ton, and the market price of industrial - grade lithium carbonate was 89,650 yuan/ton. The AI intelligent investment consultation variety diagnosis report of Great Wall Futures showed that the daily price of lithium carbonate futures was in a sideways phase, and the main force showed a strong bearish sentiment [34] - Mid - term Strategy: It is expected that the main 2605 contract of lithium carbonate will operate in the range of 75,000 - 115,000 yuan [34] 2. Variety Trading Strategy - Last Week's Strategy Review: For the main 2605 contract of lithium carbonate, focus on the support in the range of 86,000 - 88,000 yuan and mainly wait and see [37] - This Week's Strategy Suggestion: For the main 2605 contract of lithium carbonate, focus on the support in the range of 86,000 - 88,000 yuan and mainly wait and see [38] 3. Relevant Data - SHF Electrolytic Aluminum Inventory: As of April 19, 2024, the electrolytic aluminum inventory of 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] - LME Aluminum Inventory: 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 [43]
工业硅、碳酸锂期货品种周报2025.12.08-12.12-20251208
Chang Cheng Qi Huo·2025-12-08 01:36