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【安泰科】工业硅周评—市场成交清淡 现货价格持稳(2025年7月9日)

Core Viewpoint - The industrial silicon spot prices remained stable during the past week, with a slight increase in futures prices, influenced by exchange rate fluctuations and market rebound [1] Supply and Demand Analysis - The main contract closing price fluctuated between 8010 yuan/ton and 8140 yuan/ton, with an increase of 1.62% [1] - Major manufacturers in the northern region are maintaining stable production without plans for further resumption, while some southern region companies are restarting production during the abundant water period, leading to an overall increase in supply [1] - Downstream demand remains weak, primarily driven by essential purchases, resulting in a lack of trading activity [1] - The organic silicon monomer plants are operating steadily, with expectations for increased production and demand for industrial silicon [1] - The overall operating conditions for polysilicon remain stable, contributing to steady demand for industrial silicon [1] - The aluminum alloy industry is also maintaining stable operations, supporting consistent demand for industrial silicon [1] Price Trends - The overall inventory in the industrial silicon industry is gradually decreasing, with previous market prices experiencing a slight increase due to futures market influences [1] - Despite the slight price increase, the overall trading atmosphere remains subdued, and the supply-demand fundamentals are still weak [1] - It is anticipated that spot prices will continue to fluctuate within a bottom range, with limited upward potential [1]