1. Report Industry Investment Rating No information provided in the document. 2. Report's Core View - Supply is at a low level as some small and medium - sized enterprises in the southwest (except state - owned enterprises) have stopped production due to the low market price, and there may be delays or cancellations of production resumption during the wet season. Demand has decreased as the photovoltaic industry's开工率 is low, the terminal demand for the photovoltaic industry has cooled, and the procurement enthusiasm for industrial silicon has declined. The organic silicon industry has further reduced production, and the downstream aluminum alloy industry has weak demand and declining exports. Inventory remains high. It is recommended to lightly short the industrial silicon main contract 2506 around 8600, with a stop - loss price of 8800, and pay attention to the operation rhythm and risk control [2] 3. Summary by Relevant Catalogs 3.1 Futures Market - The closing price of the main contract is 8325 yuan/ton, a decrease of 215 yuan; the main contract position is 179,536 lots, an increase of 13,001 lots; the net position of the top 20 is - 7483 lots, a decrease of 3267 lots; the warehouse receipt of the Guangzhou Futures Exchange is 69,236 lots, a decrease of 131 lots; the price difference between the 6 - 7 month contracts is - 30 yuan, an increase of 10 yuan [2] 3.2 Spot Market - The average price of oxygen - permeable 553 silicon is 9300 yuan/ton, a decrease of 100 yuan; the average price of 421 silicon is 10,200 yuan/ton, a decrease of 100 yuan; the basis of the Si main contract is 975 yuan/ton, an increase of 115 yuan; the DMC spot price is 11,800 yuan/ton, unchanged [2] 3.3 Upstream Situation - The average price of silica is 410 yuan/ton, unchanged; the average price of petroleum coke is 1930 yuan/ton, unchanged; the average price of clean coal is 1850 yuan/ton, unchanged; the average price of wood chips is 540 yuan/ton; the ex - factory price of graphite electrodes (400mm) is 12,250 yuan/ton, unchanged [2] 3.4 Industry Situation - The monthly output of industrial silicon is 335,750 tons, an increase of 46,400 tons; the weekly social inventory of industrial silicon is 603,000 tons, an increase of 1000 tons; the monthly import volume of industrial silicon is 2211.36 tons, an increase of 71.51 tons; the monthly export volume of industrial silicon is 52,919.65 tons, a decrease of 12,197.89 tons [2] 3.5 Downstream Situation - The weekly output of organic silicon DMC is 39,600 tons, a decrease of 600 tons; the overseas market price of photovoltaic - grade polysilicon is 16.75 US dollars/kg, unchanged; the average price of aluminum alloy ADC12 in the Yangtze River spot is 20,600 yuan/ton, unchanged; the weekly average price of photovoltaic - grade polysilicon is 4.49 US dollars/kg, a decrease of 0.09 US dollars/kg; the monthly export volume of unforged aluminum alloy is 18,176.9 tons, an increase of 691.08 tons; the weekly operating rate of organic silicon DMC is 60.11%, a decrease of 0.32 percentage points; the monthly output of aluminum alloy is 1.655 million tons, an increase of 103,000 tons; the monthly export volume of aluminum alloy is 20,187.85 tons, a decrease of 337.93 tons [2] 3.6 Industry News - Wuxi Aotaiwei Technology Co., Ltd. (688516.SH) reported 2024 annual revenue of 9.198 billion yuan, a year - on - year increase of 45.94%, and a net profit attributable to the parent of 1.273 billion yuan, a year - on - year increase of 1.36%. The state is increasing investment in long - term data infrastructure construction. Some small and medium - sized enterprises in the industrial silicon industry have stopped production due to the low market price [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 重要新闻 1. 国家加大投入支持长远性数据基础设施建设 记者5日从国家数据局了解到，国家将继续加大中央财政资金投入，支持地方、行业建设一批基础性、 公益性、长远性数据基础设施项目；用好超长期特别国债资金，加快构建国家数据基础设施架构；面 向"十五五"，加快研制国家数据基础设施规划。（央视新闻） 2. "五一"假期全国重点零售和餐饮企业销售额同比增长6.3% 从商务部获悉，2025年"五一"假期，全国消费市场繁荣活跃。据商务部商务大数据监测，假期全国重点 零售和餐饮企业销售额同比增长6.3%。以旧换新备受欢迎。2025年初至5月5日0时，汽车以旧换新补贴 申请量突破300万份；消费者购买12大类家电以旧换新产品5516万台，购买手机等数码产品4167万件。 （新华社） 3. 美方近期多次主动向中方传递信息希望与中方谈起来，中方正在进行评估 中日韩三方同期举行了财长和央行行长会，就经济形势和区域内财金合作交流意见。会议一致通过了在 清迈倡议多边化下新设以人民币等可自由使用货币出资的快速融资工具相关安排，并明确了清迈倡议机 制化下一步讨论方向。潘功胜呼吁区域国家团结 ...

国内新闻： 1. 国家加大投入支持长远性数据基础设施建设。 2."五一"假期全国重点零售和餐饮企业销售额同比增长6.3%。 3. 央行行长潘功胜出席并主持东盟与中日韩财长和央行行长会。 4. 港元汇率再触强方兑换保证，香港金管局三度共注资1166.14亿港元。 昨日今晨重要新闻汇总（5月6日） ③白宫称尚未就电影关税做出最终决定 昨日今晨重要新闻汇总（5月6日） 国内新闻： 1. 国家加大投入支持长远性数据基础设施建设。 2."五一"假期全国重点零售和餐饮企业销售额同比增长6.3%。 3. 央行行长潘功胜出席并主持东盟与中日韩财长和央行行长会。 4. 港元汇率再触强方兑换保证，香港金管局三度共注资1166.14亿港元。 国际新闻： 1. 关税- ①据悉印度提议对一定数量的美国汽车零部件和钢铁实行对等零关税 ②知情人士：美国拒绝了日本提出的全面豁免10%的对等关税的要求 ④特朗普：将在未来两周内宣布对医药产品的关税措施。 2. OpenAI放弃转型为营利性公司。 3. 克宫：普京接受莫迪的访印邀请。 4. 刚果（金）政府与反政府武装开启新一轮对话。 5. 苹果准备分四部分发行公司美元债，规模未公布。 6. 美国 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国4月ISM非制造业PMI超预期 特朗普：将在未来两周内宣布对医药产品的关税措施 美国拒绝了日本提出的全面豁免10%的对等关税的要求 以色列总理：新的加沙行动将对加沙的人口进行迁移 市场盘点 潘功胜出席并主持东盟与中日韩财长和央行行长会 周一，美元指数在亚盘、欧盘震荡下跌，后因超预期的ISM非制造业数据提振，美元指数回升至100美元下方，最终收跌0.24%，报99.79。基准的10年期美 债收益率收报4.350%；对货币政策更敏感的两年期美债收益率收报3.8450%。 香港金管局今晨再注资605.43亿港元，三度注资共1166.14亿 国家加大投入支持长远性数据基础设施建设 "五一"假期全国重点零售和餐饮企业销售额同比增长6.3% 受美元走软和避险需求推动，现货黄金日内一度涨近100美元，最终收涨2.85%，报3332.85美元/盎司。现货白银最终大涨1.42%，报32.45美元/盎司。 | 05月05日收盘情况 | | | | --- | --- | --- | | 品种 | ...

1. 关税-①据悉印度提议对一定数量的美国汽车零部件和钢铁实行对等零关税 ②知情人士：美国拒绝了 日本提出的全面豁免10%的对等关税的要求 ③白宫称尚未就电影关税做出最终决定 ④特朗普：将在未 来两周内宣布对医药产品的关税措施。 14. 中东-①伊朗外长：如果目的是防止核武器，与美国的协议是可以达成的 ②以色列对也门进行空袭 ③以色列总理：新的加沙行动将会是一次密集的军事行动。将对加沙的人口进行迁移 ④伊朗否认指使 胡塞武装袭击以色列。 1. 国家加大投入支持长远性数据基础设施建设。 2. "五一"假期全国重点零售和餐饮企业销售额同比增长6.3%。 3. 央行行长潘功胜出席并主持东盟与中日韩财长和央行行长会。 4. 港元汇率再触强方兑换保证，香港金管局4日共注资1166.14亿港元。 2. OpenAI放弃转型为营利性公司。 3. 克宫：普京接受莫迪的访印邀请。 4. 刚果（金）政府与反政府武装开启新一轮对话。 5. 苹果准备分四部分发行公司美元债，规模未公布。 6. 美国提供1000美元津贴鼓励移民自愿离境 比强制驱逐"划算"。 7. 德国基民盟、基社盟和社民党签署联合协议，候任总理默茨誓言"改革德国"。 ...

Domestic News - The People's Bank of China Governor Pan Gongsheng attended and chaired the ASEAN plus China, Japan, and South Korea Finance Ministers and Central Bank Governors meeting [1] - The government is increasing investment to support long-term data infrastructure construction [1] - During the "May Day" holiday, sales of key retail and catering enterprises nationwide increased by 6.3% year-on-year [1] - The Hong Kong Monetary Authority sold 9.532 billion HKD in the market due to the Hong Kong dollar exchange rate reaching the strong-side convertibility guarantee [1] - A 5.7 magnitude earthquake occurred in the Hualien sea area of Taiwan, felt in Taiwan Island and Fujian, but no damage was reported [1] International News - The US ISM Non-Manufacturing PMI rose from 50.8 in March to 51.6 in April, with the service input prices index jumping to 65.1, the highest since January 2023 [2] - Apple (AAPL.O) has begun issuing dollar corporate bonds in four parts [2] - Israeli Prime Minister Netanyahu stated that the new Gaza operation will be an intensive military action, involving the relocation of the population in Gaza [2] - The Iranian Foreign Minister indicated that an agreement with the US could be reached if the goal is to prevent nuclear weapons [2] - Saudi Arabia set the official selling price of Arab Light crude oil to Asia at a premium of $1.40 per barrel over the Oman/Dubai average for June [2] - Pakistan announced the successful test launch of the "Fateh series" missile [2] - Goldman Sachs reiterated its structural bullish view on gold, with a basic expectation of gold prices reaching $3,700 per ounce by the end of the year and $4,000 by mid-2026 [2] - Berkshire Hathaway's board voted to appoint Greg Abel as CEO starting January 1, 2026, while Warren Buffett will continue as chairman [2] - The German CDU, CSU, and SPD signed a coalition agreement, with incoming Chancellor Merz vowing to "reform Germany" [2] - India proposed to implement reciprocal zero tariffs on a certain number of US auto parts and steel [2]

Group 1 - The policy measures to promote the high-quality development of the private economy are showing effective results, indicating strong momentum in the development of the private sector [2][3] - The number of people flowing across regions during the "May Day" holiday is expected to reach a cumulative total of 1.467 billion [5] - The charging volume for new energy vehicles at highway service areas during the "May Day" holiday reached a record high for the same period [6] Group 2 - The 137th Canton Fair has concluded today, reflecting ongoing trade activities [8] - The country is increasing investment to support long-term data infrastructure construction, which may benefit various industries [9] - The area of irrigated farmland in the country has exceeded 108 million acres, indicating a focus on agricultural productivity [10]

Core Viewpoint - The government is increasing financial support for the construction of long-term data infrastructure projects, emphasizing the importance of foundational and public data systems [1] Group 1 - The national data bureau announced that the central government will continue to increase fiscal funding to support local and industry-specific foundational data infrastructure projects [1] - The government plans to effectively utilize ultra-long-term special treasury bond funds to accelerate the establishment of a national data infrastructure framework [1] - There is a focus on expediting the development of a national data infrastructure plan in alignment with the "14th Five-Year Plan" [1]

Core Points - The National Data Bureau successfully held the 8th Digital China Construction Summit focusing on data infrastructure and standardization [1] - Liu Liehong emphasized the public nature of national data infrastructure construction, highlighting its role in benefiting the public and the need for broad societal participation and standards support [1] - The National Data Bureau plans to advance pilot projects, integrate technical routes like data spaces, and accelerate the construction of data infrastructure and relevant standards [1] - Jiang Erxiong stated that Fujian Province prioritizes digital construction as a foundational and leading project for high-quality development, aiming to enhance data infrastructure and standardization [1] Summary by Categories National Data Bureau Initiatives - The National Data Bureau will focus on pilot projects and the integration of technical routes, including trustworthy data spaces [1] - There will be an emphasis on the construction of the main structure of data infrastructure and research on major issues [1] - The Bureau aims to accelerate the development of relevant standards, focusing on planning, project guidance, institutional support, and standard direction [1] Fujian Province's Digital Development - Fujian Province is committed to integrating data infrastructure and standardization as part of its high-quality development strategy [1] - Future efforts will include establishing regional data hubs, tackling core technologies, and strengthening security measures [1]