Group 1 - As of May 29, 2023, seven steel mills in Shandong have confirmed a total annual production target of 55.33 million tons, a decrease of approximately 3.5 million tons compared to the same period last year, with a planned reduction in crude steel production of 4%-10% for 2025 [1] - According to Mysteel, as of May 29, the production of rebar has shifted from an increase to a decrease, with social inventories declining for the twelfth consecutive week, while market demand has increased slightly to 2.4868 million tons, up by 15,500 tons or 0.63% from the previous week [1] - A stainless steel plant in South China plans to halt production for approximately 25 days starting July 5 due to ultra-low emission renovations, which is expected to impact stainless steel output by 80,000 tons [1] Group 2 - The Malaysian government plans to increase the biodiesel blending ratio for ground transportation vehicles from B10 to B20 [1] - As of May 25, 2023, Canadian canola exports decreased by 10.36% week-on-week to 160,100 tons, while commercial inventories stood at 919,900 tons [1] - As of May 29, the total inventory of float glass in China was 67.662 million heavy boxes, a decrease of 107,000 boxes week-on-week, while the total inventory of soda ash was 1.6243 million tons, down by 52,500 tons [2] Group 3 - OPEC+ member countries are expected to decide on increasing oil production at a meeting on May 31, although the potential scale of the increase remains unclear [2] - A major aluminum supplier has lowered its aluminum premium for shipments to Japan in Q3 to $145 per ton, down by 20% from Q2's $182 per ton [3]

晨报 工业硅 工业硅：短期过剩难改库存依旧高位，硅价弱势震荡 从业资格号：F3059924 投资咨询号：Z0002978 电话：010-62688526 从业资格号：F3078638 投资咨询号：Z0018248 电话：010-62688555 从业资格号：F3038114 投资咨询号：Z0014834 电话：010-62688541 供给端：北方大厂将于近期继续复产，预计东部产区将逐步复产至 40 台矿 热炉，叠加南方部分工厂已做开炉准备，因而市场供应端在下月有较大幅增长 预期，对于当前价格利空明显，行情持续低迷下，场内仍有看空声音。 成 材：武秋婷 需求端：多晶硅价格平稳，上下游博弈持续深化，价格预期分歧加剧，目 前部分多晶硅成交价格已跌至成本线下，硅料企业让价意愿有限,但受库存压 制,目前下游仍占据议价主动权。多晶硅企业虽有采取减产挺价的举动，但下游 市场看空情绪严重，对高价硅料难以接受。有机硅 DMC 主流价格重心维稳，厂 家出货意愿为主，短期成交重心仍维持在低价区间后续 DMC 实单成交预计将维 持在 11300-12000 元/吨。近期伴随着减产，有机硅库存有小幅去化，对工业硅 需求短期持稳。铝合 ...

贝壳财经记者从几家硅料企业了解到，当前传闻中的方案较为理想化。"按照这个思路，前六家企业必 须统一意见。如果没有政府的强力措施，仅靠松散的企业自治难以成行。"一家硅料企业员工告诉贝壳 财经记者。 贝壳财经记者自多家硅料企业了解到，传闻中的减产计划尚停留在讨论环节。出现在传闻中的一家头部 硅料企业向记者表示，目前尚未收到相关消息。另一企业表示，目前还在观望，准备与其他同行商量后 续工作。 "目前来看关于减产的协商是有的，但能不能达成还是两说。"一名业内人士告诉贝壳财经记者。此外， 一家硅料企业称，"目前市场上的'小作文'确实比较多。" 市场传闻中，这次的硅料企业联合减产将由头部企业牵引，六家头部企业主动减产，并联合"收储"中小 企业产能，通过三个月的过渡期收购尾部产能并停产，最终实现硅料每吨4.5万元至5万元的目标价。 据上海有色网数据，5月14日，多晶硅复投料价格为每吨3.5万元，自今年年初以来仍有小幅下跌。 新京报贝壳财经讯一则头部硅料企业计划联合减产挺价的市场传闻，带动硅料板块经历了5月13日的集 体上涨。 5月14日，这股热情迅速熄火，开盘后四家主要硅料上市公司均遭遇不同程度的股价下挫，截至收盘大 全能 ...