Core Insights - The price of silicon wafers is under downward pressure this week, with significant declines observed across various types of N-type silicon wafers [1] - Market sentiment is negative due to a noticeable drop in downstream terminal demand, leading to price declines in components and batteries [1] Price Summary - N-type G10L monocrystalline silicon wafer (182*183.75mm/130μm) average transaction price is 1.01 yuan per piece, with a week-on-week decline of 9.82% [1] - N-type G12R monocrystalline silicon wafer (182*210mm/130μm) average transaction price is 1.12 yuan per piece, with a week-on-week decline of 13.85% [1] - N-type G12 monocrystalline silicon wafer (210*210mm/130μm) average transaction price is 1.35 yuan per piece, with a week-on-week decline of 7.53% [1] - P-type silicon wafer prices remain stable, with no week-on-week fluctuations [1] Market Dynamics - The ongoing price decline in the silicon wafer market is attributed to intensified negotiations between buyers and sellers as demand weakens [1]

上海黄金交易所黄金T+D 5月8日（周四）收盘下跌1.22%报787.5元/克； 上海黄金交易所白银T+D 5月8日（周四）收盘下跌1.48%报8100.0元/千克。 ...

报告中依据和结论存在范围局限性，对未来预测存在不及预期，以及宏观环境和产业链影响因素存在不确定性变化等风险。 分析师声明 | | 20250508申万期货有色金属基差日报 | | | --- | --- | --- | | | 铜： 可能短期宽幅波动 | | | | 锌： 可能短期宽幅波动 | | | 摘要 | | | | | 铝： 短期内或以震荡偏弱为主。 | | | | 镍： 可能短期区间波动运行 | | | 品种 | 观点 | 策略方向 | | | 铜：夜盘铜价小幅收低。目前精矿加工费总体低位以及低铜价，考验冶炼产 | | | | 量。根据国家统计局数据来看，国内下游需求总体稳定向好，电网带动电力 投资高增长，家电产量延续增长，需关注出口变化，新能源渗透率提升有望 | 可能短期宽 | | 铜 | 巩固汽车铜需求，地产数据降幅缩窄。铜价短期可能宽幅波动，关注美国关 | 幅波动 | | | 税谈判进展，以及美元、人民币汇率、库存和基差等变化。 | | | | 锌：夜盘锌价小幅收高。近期精矿加工费持续回升。由国家统计局数据来 看，国内汽车产销正增长，基建稳定增长，家电表现良好，地产数据降幅缩 | | | 锌 ...

基础化工月报：三氯乙烯等价格上行，我国甲醇表观消 费量首次突破 1 亿吨 [Table_ReportDate] 2025 年 5 月 8 日 [Table_ReportDate] 证券研究报告 行业研究 [Tabl 行业e_ReportType] 月报 化工行业 张燕生 化工行业首席分析师 执业编号：S1500517050001 联系电话：+86 010-83326847 邮 箱：zhangyansheng@cindasc.com 洪英东 化工行业分析师 执业编号：S1500520080002 联系电话：+86 010-83326848 邮 箱： hongyingdong@cindasc.com 尹 柳 化工行业分析师 执业编号：S1500524090001 联系电话：+86 010-83326712 邮 箱： yinliu@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅 大厦B座 邮编：100031 [基础化工月报： Table_Title] 三氯乙烯等价格上行，我国甲醇表观 消费量首次突破 1 亿吨 [Table_Re ...

基础化工月报：三氯乙烯等价格上行，我国甲醇表观消 费量首次突破 1 亿吨 [Table_ReportDate] 2025 年 5 月 8 日 [Table_ReportDate] 证券研究报告 行业研究 [Tabl 行业e_ReportType] 月报 化工行业 张燕生 化工行业首席分析师 执业编号：S1500517050001 联系电话：+86 010-83326847 邮 箱：zhangyansheng@cindasc.com 洪英东 化工行业分析师 执业编号：S1500520080002 联系电话：+86 010-83326848 邮 箱： hongyingdong@cindasc.com 尹 柳 化工行业分析师 执业编号：S1500524090001 联系电话：+86 010-83326712 邮 箱： yinliu@cindasc.com 信达证券股份有限公司 CINDA SECURITIES CO.,LTD 北京市西城区宣武门西大街甲127号金隅 大厦B座 邮编：100031 [基础化工月报： Table_Title] 三氯乙烯等价格上行，我国甲醇表观 消费量首次突破 1 亿吨 [Table_Re ...

Group 1 - Spot gold prices fell by 1.91% to $3366.16 per ounce, with a day high of $3435.62 and a low of $3360.32 [1] - COMEX gold futures decreased by 1.35% to $3376.50 per ounce, reaching a high of $3433.50 before dropping to a low of $3367.00 [1] - The Philadelphia Gold and Silver Index declined by 1.27% to 189.30 points [2] Group 2 - Spot silver prices dropped by 2.31% to $32.4550 per ounce, hitting a day low of $32.2490 shortly after a press conference by Federal Reserve Chairman Powell [2] - COMEX silver futures fell by 2.32% to $32.605 per ounce [3] - COMEX copper futures decreased by 3.33%, reaching a day low of $4.6125 per pound [4]

"新债王"冈拉克：有一样东西波动不大，那就是黄金。 ...

上海黄金交易所黄金T+D 5月7日（周三）晚盘收盘上涨0.08%报797.87元/克； 上海黄金交易所白银T+D 5月7日（周三）晚盘收盘下跌1.01%报8139.0元/千克。 ...

Group 1 - Spot gold has increased by $7, currently priced at $3,391 per ounce [1] - The US Dollar Index (DXY) has decreased by 10 points, currently at 99.49 [1]

Group 1 - LME copper futures closed down by $118, settling at $9,420 per ton [1] - LME aluminum futures decreased by $44, closing at $2,382 per ton [1] - LME zinc futures fell by $16, ending at $2,616 per ton [1] - LME lead futures increased by $34, reaching $1,958 per ton [1] - LME nickel futures dropped by $150, closing at $15,548 per ton [1] - LME tin futures declined by $356, settling at $31,636 per ton [1] - LME cobalt futures remained unchanged, holding at $33,700 per ton [1]