本周伊犁-天津港运费为600元/吨;昆明-黄埔港运费为350元/吨。 参与报价企业名单: 总体而言，本周工业硅在"成本支撑"与"弱需高库"的博弈中呈现小幅上涨，但受制于社会库存未能实现有效去 化、下游需求未见明显起色，市场难以扭转当前的弱势格局。短期来看，价格或将继续区间震荡运行，关键转折 点在于库存的去化速度。 | | 国内工业硅价格 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 牌号/地区 | 地区综合 价格 | 波动 | ર્રક | 波动 | 441 | 波动 | 421 | 波动 | 3303 | 波动 | | 新疆 | 8886 | 38 | 8600-9000 | 50 | 8700-9200 | 0 | 9000-9500 | 50 | 9400-10000 | 0 | | 云筒 | 9760 | 7 | 9100-9300 | 50 | 9400-9800 | 100 | 9700-9900 | 100 | 10200-10300 | 0 | | 福建 | - ...

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].

Core Viewpoint - The industrial silicon spot prices have declined recently, with fluctuations in the market and limited improvement in the fundamentals despite a slight decrease in inventory [1][2]. Price Trends - The main contract price for industrial silicon fluctuated from 8750 CNY/ton to 8700 CNY/ton, a decrease of 0.57% [1]. - The national average price is 9196 CNY/ton, down by 182 CNY/ton [1]. - Specific grades show 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]. - FOB prices decreased by 30 USD/ton [1]. Supply and Demand Dynamics - Supply side: Northern production remains stable with a slight increase in large factory operations, while southern regions are experiencing increased output due to the rainy season and new capacity [1]. - Demand side: There is a slight increase in demand for industrial silicon from downstream sectors, including organic silicon monomer plants and polysilicon production lines [1]. - Overall, the three major downstream sectors show a slight increase in demand for industrial silicon [1]. Market Sentiment - Market sentiment has cooled, leading to price declines despite some inventory reduction [1]. - The overall industry supply-demand balance is stable, but there is pressure on inventory consumption, making price increases difficult [2].

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]