工业硅数据日报-20251230

Report Summary 1. Industry Investment Rating - No investment rating information is provided in the given report. 2. Core View - On the supply side, the production center continues to shift to the northwest. On the demand side, the production schedule of polysilicon in December remains basically stable, but the terminal demand is weak, and subsequent production schedules may mainly involve production cuts. Due to joint production cuts to support prices, the production schedule of silicone in December is declining. On the inventory side, inventories are continuously accumulating. Overall, for industrial silicon, supply increases while demand decreases, inventory fluctuates, and prices may fluctuate [2]. 3. Summary by Relevant Catalogs Futures Market - Contract Prices and Fluctuations: SI 2601 has a closing price of 7604, SI 2602 at 90286, SI 2603 at 8680, SI 2604 at 8715, and SI 2605 at 221065. Their price fluctuations are -1.03%, -0.97%, -0.97%, -0.46%, and -0.68% respectively [1]. - Price Spreads: The spread between si2601 - si2602 is -35 with a change of -5, and the spread between si2602 - si2603 is -20 with a change of 5. The spread between 421 spot and 553 oxygen - passed spot is 400 [1]. - Basis: The basis (East China 553 spot - main contract) is 535 with a change of 165 [1]. Spot Market - Prices of Different Grades: In the East China region, 553 (non - oxygenated) is priced at 9200, 553 (hydrogen - passed) at 9250, 421 at 9650, 441 at 9400, and 3303 at 10350. In Huangpu Port, 553 (hydrogen - passed) is 9300 and 421 is 9900. In Tianjin Port, 553 (hydrogen - passed) is 9600 and 421 is 9750. In Kunming, 421 is 10000, and in Sichuan, 421 is 9800. All price changes are 0 [1]. - Related Product Prices: DMC price is 13600, 107 glue is 14150, polysilicon (dense material, per kilogram) is 51, and the average price of aluminum alloy ADC12 is 22400 with a change of 400 [1]. Warehouse Inventory - Inventory Data: The total inventory is 7.95 tons. The inventory at various warehouses such as Zhongchu Wusong, Zhongchu Chengdu Tianyi, etc., shows different levels, and the total inventory has increased by 480 from yesterday [1]. Industry Dynamics - Project Information: On November 14, the online approval and supervision platform for investment projects in Jiangxi Province announced the filing information for the annual production project of 137,500 tons of organic silicon new materials by Jiangxi Xinfang High - Tech Yongxiu [1].