Core Viewpoint - The industrial silicon spot prices have declined recently, with fluctuations in the market and limited improvement in the fundamentals, leading to a cooling market sentiment and price drop [1][2]. Price Trends - The main contract price for industrial silicon dropped from 8750 CNY/ton to 8700 CNY/ton, a decrease of 0.57% during the week of July 31 to August 6, 2025. The national average price is 9196 CNY/ton, down by 182 CNY/ton [1]. - Specific grades of industrial silicon saw the following prices: 553 at 8764 CNY/ton (down 438 CNY/ton), 441 at 9174 CNY/ton (down 178 CNY/ton), and 421 at 9875 CNY/ton (down 97 CNY/ton) [1][3]. - The FOB price decreased by 30 USD/ton [1]. Supply and Demand Dynamics - On the supply side, production in northern regions remains stable, with a slight increase in large factory operations. Southern regions are experiencing increased output due to the rainy season and new capacity coming online [1]. - Demand from downstream sectors is slightly increasing, with higher operating rates in organic silicon monomer plants and some recovery plans in multi-crystalline silicon production lines. Overall, the demand from the three major downstream sectors for industrial silicon is expected to increase slightly [1][2]. Market Sentiment - Despite the slight increase in demand, the overall market sentiment is cooling, and the industry is facing pressure on inventory consumption, making price increases difficult. The market is expected to remain in a range-bound fluctuation [2].
【安泰科】工业硅周评—市场情绪降温 现货价格下跌（2025年8月6日）
中国有色金属工业协会硅业分会·2025-08-06 08:12