工业硅数据日报-20260127

Report Summary 1. Report Industry Investment Rating - Not provided in the given content 2. Core View of the Report - On the supply side, there are rumors that large northwest factories plan to shut down furnaces due to restricted ore transportation caused by the cold snap. On the demand side, the demand for polysilicon and silicone is showing an obvious contraction trend. Overall, the short - term fluctuations on the supply side and the trend - based contraction on the demand side may increase inventory clearance, but it is difficult to reverse the oversupply situation in the short term, and prices are expected to fluctuate [3] 3. Summary by Relevant Catalogs Futures Market - SI 2602: Closing price is 8830, with a change of 0.91%, and the position is 7950 [2] - SI 2603: Closing price is 8850, with a change of 0.74%, and the position is 70838 [2] - SI 2604: Closing price is 8880, with a change of 0.85%, and the position is 32824 [2] - SI 2605: Closing price is 8915, with a change of 0.96%, and the position is 252307 [2] - SI 2606: Closing price is 8930, with a change of 1.13%, and the position is 8000 [2] Spot Market - 553 (non - oxygen - blown) in non - eastern regions: price is 9200, with a change of 0 [2] - 553 (oxygen - blown) in non - eastern regions: price is 9250, with a change of 0 [2] - 421 and 441 in non - eastern regions: prices are 9650 and 9450 respectively, with a change of 0 [2] - 3303 in non - eastern regions: price is 10350, with a change of 0 [2] - 553 (oxygen - blown) in Huangpu Port: price is 9300, with a change of 0 [2] - 421 in Huangpu Port: price is 9900, with a change of 0 [2] - 553 (oxygen - blown) in Tianjin Port: price is 9200, 421 is 9750, with a change of 0 [2] - 553 (hydrogen - blown) in Kunming: price is 9600, 421 is 10000, with a change of 0 [2] - 421 in Sichuan: price is 9800, with a change of 0 [2] Other Prices - DMC price: 13900 - 14500 [2] - Polysilicon (dense material, per kilogram): 53.25, with a change of 0 [2] - Aluminum alloy ADC12 average price: 24000, with a change of 0 [2] Price Differences - si2602 - si2603: - 20, with a change of 10 [2] - si2603 - si2604: 5 [2] - 421 spot - 553 oxygen - blown spot: 400, with a change of 0 [2] - 421 basis (right): 335, with a change of - 95 [2] Warehouse and Warehouse Receipts - Total warehouse capacity: 10.1 tons [2] - Total yesterday's warehouse receipts: 7959, today's: 8103, increase: 144 [2] Project Information - Jiangxi Xinfang High - tech Yongxiu's annual 137,500 - ton silicone new material project was filed on November 14 [2]