Core Viewpoint - The industrial silicon market is experiencing a downward trend in prices due to increased supply expectations and weak demand, leading to a significant impact on the spot market [1][2]. Price Trends - The main contract price for industrial silicon dropped from 7880 yuan/ton to 7340 yuan/ton, a decrease of 6.85% [1]. - The national average price is reported at 8961 yuan/ton, down by 98 yuan/ton [1]. - Specific grades show prices of 553 at 8652 yuan/ton, 441 at 9215 yuan/ton, and 421 at 9617 yuan/ton, each declining by 100 yuan/ton, 98 yuan/ton, and 98 yuan/ton respectively [1]. Supply and Demand Dynamics - Supply is expected to increase as northern manufacturers resume production and the wet season approaches, although southern manufacturers are only preparing to start limited operations [1]. - Demand from organic silicon monomer plants is stable, with expectations of increased production due to fewer maintenance plans in June [1]. - The overall demand from downstream sectors, including aluminum alloy manufacturers, is increasing, but the market remains generally pessimistic [2]. Market Sentiment - The market sentiment is increasingly bearish, with the spot price under significant pressure from weak demand and continuous declines in futures prices [1][2]. - The overall market is characterized by difficulty in inventory reduction and a lack of signs for price recovery [2].
【安泰科】工业硅周评—盘面价格连创新低 现货价格小幅下跌（2025年5月28日）
中国有色金属工业协会硅业分会·2025-05-28 09:08