工业硅价格波动

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【安泰科】工业硅周评—价格维持平稳、观望情绪加剧(2025年8月13日)
中国有色金属工业协会硅业分会· 2025-08-13 09:35
Core Viewpoint - The domestic industrial silicon market is experiencing price stability in the spot market, while futures prices have slightly declined, indicating a cautious market sentiment amid conflicting supply and demand expectations [1][2]. Price Trends - The main futures contract closed at 8600 CNY/ton, down from 8700 CNY/ton, reflecting a 1.15% decrease. The national average price remains stable at 9196 CNY/ton, with specific grades priced as follows: 553 at 8764 CNY/ton, 441 at 9174 CNY/ton, and 421 at 9875 CNY/ton. Regional prices include Xinjiang at 8840 CNY/ton, Yunnan at 10020 CNY/ton, and Sichuan at 9900 CNY/ton [1][3]. Market Dynamics - The market is currently in a contradictory state, with government policies providing positive guidance for the medium to long term, while industry expectations for short-term supply and demand remain pessimistic. Major domestic producers are gradually resuming production, with operating rates in Sichuan and Yunnan increasing by 50% and 30%, respectively. However, most production is hedged through futures contracts, limiting immediate sales volume and willingness to lower prices [1][2]. Demand Insights - Although downstream polysilicon and organosilicon companies are increasing their operating rates, their purchasing intentions are low as they anticipate lower prices for procurement [1][2]. Future Outlook - The market is expected to maintain a weak balance with both supply and demand increasing in August, leading to a slight downward trend in prices [2].
硅业分会:市场情绪降温 工业硅现货价格下跌
智通财经网· 2025-08-06 09:44
智通财经APP获悉,硅业分会发文称,本周工业硅现货价格下跌。过去一周(2025年7月31日-8月6日),主力合约2511收盘价 从8750元/吨震荡波动至8700元/吨,跌幅为0.57%。全国综合价格为9196元/吨,下跌182元/吨,其中分牌号来看,553为8764 元/吨、441为9174元/吨、421为9875元/吨,分别下跌438元/吨、178元/吨和97元/吨,新疆、云南和四川的综合价格为8840元/ 吨、10020元/吨和9900元/吨。FOB价格下跌30美元/吨。 硅业分会表示,近期工业硅价格波动幅度较大,市场消息频出,下游多晶硅价格一路上涨,工业硅虽然在小幅去库,但基本 面改善有限,市场情绪降温,价格下跌。供应端,北方地区生产稳定,大厂开炉数少量增加,南方地区处于丰水期叠加新增 产能投放产出,总体产量有增加预期。需求端,有机硅单体厂开工负荷提升,对工业硅需求增加;多晶硅个别产线有复产计 划,产量增加,对工业硅需求增加;铝合金厂整体开工稳定,对工业硅需求稳定,整体来看国内三大下游对工业硅需求小幅 增加。价格方面,有机硅单体市场成交清淡,价格持稳;多晶硅价格整体持稳。 总体来看,目前行业供需基本面 ...
硅业分会:本周工业硅现货价格先跌后涨 周度价格持稳
智通财经网· 2025-07-30 08:05
Core Viewpoint - The industrial silicon spot prices experienced fluctuations, initially declining before stabilizing, with a notable decrease in the main contract closing price by 4.18% over the past week [1] Price Trends - The main contract closing price fluctuated from 9690 CNY/ton to 9285 CNY/ton during the week of July 24-30, 2025 [1] - The national average price for industrial silicon is reported at 9378 CNY/ton, with a slight increase of 0.08% [2] - Regional prices show stability, with specific prices such as 9298 CNY/ton in Xinfei and 10122 CNY/ton in Yunnan [2] Supply and Demand Dynamics - Supply remains stable in northern regions, while southern regions show increased operational enthusiasm, leading to an overall increase in production [1] - Demand from downstream sectors, including organic silicon monomer plants and polysilicon manufacturers, is expected to see a slight increase, supporting industrial silicon prices [1] - The overall supply-demand balance is expected to remain tight, with both supply and demand increasing, leading to a forecast of price fluctuations in August [1]