Core Viewpoint - The industrial silicon market remains stable with a slight decline in prices, reflecting a balance between supply and demand, but with upward pressure on prices due to increased supply and existing inventory levels [1] Price Trends - The main contract price fluctuated from 10,330 CNY/ton to 10,190 CNY/ton, a decrease of 1.36% over the past week [1] - FOB prices decreased by 10-20 USD/ton [1] Market Performance - The industrial silicon market showed a lack of activity with pessimistic market sentiment, where downstream purchases were primarily based on immediate needs [1] - Buyers exhibited a willingness to negotiate prices down, while sellers were reluctant to lower prices, leading to a stalemate [1] Supply Dynamics - In the southern regions, production levels remain low with minimal changes in output [1] - Northern large manufacturers are resuming production as planned, alongside new capacity being introduced, resulting in an overall increase in production [1] Demand Factors - Organic silicon monomer plants continue to reduce or halt production, leading to stable demand for industrial silicon [1] - Polysilicon plants maintain stable operations, contributing to steady demand for industrial silicon [1] - Aluminum alloy plants have resumed operations post-holiday, slightly increasing demand for industrial silicon [1] Future Outlook - The market is expected to experience a scenario of increasing supply and demand, but the increase in supply is anticipated to outpace demand growth [1] - With over 300,000 tons of inventory, there is significant upward pressure on prices, although cost support exists at lower price levels, suggesting prices will likely remain stable at low levels [1]
【安泰科】工业硅周评—市场情绪悲观 价格持稳(2025年3月5日)
中国有色金属工业协会硅业分会·2025-03-05 13:39