工业硅：关注新疆地区天气情况、多晶硅：盘面高位震荡格局

Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core Viewpoints - The report focuses on the fundamentals of industrial silicon and polysilicon, including price, profit, inventory, and raw material cost data. It also mentions the trend strength of industrial silicon and polysilicon, with industrial silicon at 0 (neutral) and polysilicon at 1 (偏强) [3]. 3. Content Summaries by Category 3.1 Fundamental Tracking - Futures Market: Si2601 (industrial silicon) closed at 8,285 yuan/ton with a trading volume of 203,929 lots, while PS2605 (polysilicon) closed at 55,765 yuan/ton with a trading volume of 197,180 lots [1]. - Basis: Industrial silicon's spot premium against different grades and polysilicon's spot premium against N - type re -投料 are presented, showing various price differences over different time intervals [1]. - Price: Prices of industrial silicon (e.g., Xinjiang 99 silicon at 8750 yuan/ton), polysilicon (N - type re -投料 at 52300 yuan/ton), and related products like silicon wafers, battery cells, and components are provided [1]. - Profit: Silicon factory profits for different grades in Xinjiang and Yunnan are negative, while polysilicon enterprise profit is 8.0 yuan/kg [1]. - Inventory: Industrial silicon's social inventory is 56.1 million tons, enterprise inventory is 18.7 million tons, and polysilicon's factory inventory is 29.3 million tons [1]. - Raw Material Cost: Prices of raw materials such as silicon ore, washed coal, petroleum coke, electrodes, and chemicals for polysilicon production are given [1]. 3.2 Macro and Industry News - The Central Economic Work Conference from December 10 - 11 determined next year's economic work priorities, including reform, market construction, and financial system improvement [2][3]. 3.3 Trend Intensity - Industrial silicon has a trend intensity of 0 (neutral), and polysilicon has a trend intensity of 1 (偏强) [3].