Core Viewpoint - The industrial silicon spot price has increased due to a combination of factors including rising futures prices, production cuts from major northern manufacturers, and increased demand from polysilicon [1][2] Group 1: Price Movements - The main contract closing price fluctuated from 7720 CNY/ton to 8210 CNY/ton, with a rise of 6.35% [1] - The national average price rose by 60 CNY/ton to 8743 CNY/ton, with specific grades showing increases: 553 grade at 8502 CNY/ton, 441 grade at 8752 CNY/ton, and 421 grade at 9297 CNY/ton [1] - FOB prices increased by 10 USD/ton, influenced by exchange rate rises and futures market rebounds [1] Group 2: Supply and Demand Dynamics - Northern manufacturers' production recovery is slower than expected, and there are reports of production cuts, leading to reduced supply in the northern region [1] - New capacity in the southern region is being deployed as planned, and some manufacturers are ramping up production during the wet season, contributing to an overall increase in national output [1] - Demand from organic silicon monomer plants remains stable, with minimal impact on industrial silicon demand; polysilicon plants are also maintaining stable production [1] Group 3: Market Sentiment - The industrial silicon spot market sentiment has improved due to rising prices and production cut news, although downstream buyers remain cautious and procurement is limited [1] - The recent surge in polysilicon futures has positively influenced industrial silicon futures and spot prices, but the upward momentum for spot prices may be limited [2]
【安泰科】工业硅周评—市场情绪回暖 价格小幅上涨（2025年7月2日）
中国有色金属工业协会硅业分会·2025-07-02 08:49