看看新闻记者: 陈瑞 "银比油贵"的罕见现象重现，往往是重大经济危机的预警信号。新质生产力发展离不开关键资源托底， 也提醒我们企业：短期内，要用好金融工具，稳住成本，签订长期合约保障供应，应对价格波动。中 期，最关键是技术创新，比如在光伏电池里减少白银用量，或者寻找替代材料。长远期，要把白银当成 重要战略资源，既要开拓安全的供应渠道，也要大力建设回收体系，把城市变成"移动矿山"。 白银价格接下来可能像坐过山车，波动很大，我们得看远一点。这轮显现的"白银危机"提醒我们：未来 几年，随着算力基建扩张，白银需求仍将增长，供需缺口可能持续，价格在高位宽幅震荡将是新常态。 而谁能掌握资源、突破替代技术、构建新发展格局、推动高质量发展，谁就能在新一轮产业革命中行稳 致远。 国际银价近日再创新高，现货白银价格单个交易日涨幅超10%，突破了每盎司79美元，年内涨幅超 170%。马斯克也在社交平台上表达了自己的担忧：这可不好，白银在许多工业生产过程中必不可少。 这轮白银暴涨，表面是金融炒作，根子却是时代变了。它已经从黄金的"影子"，变成了新能源和AI时代 的战略金属。深层原因主要有两条：一是"供不上"，二是"必须用"。光伏、A ...

Group 1 - COMEX silver inventory recorded at 15,752.92 tons on October 20, a decrease of 93.05 tons from the previous day [1][2] - COMEX silver price on October 20 closed at $51.40 per ounce, up 1.53%, with an intraday high of $51.83 and a low of $50.08 [1] - China's silver reserves rank among the top five globally, accounting for approximately 11% of the world's total silver reserves, with over 1,500 silver mines [3] Group 2 - In 2024, China's silver mine production is projected at 3,426 tons, with recycling contributing 1,233 tons, indicating a need for imports to meet demand [3] - Industrial demand for silver in China is significant, with total consumption in 2024 expected to reach 9,428 tons, of which industrial demand is 8,567 tons, primarily driven by the electrical and electronic sectors [3] - Indian social media influencers have been promoting silver as the next investment opportunity following the historic rise in gold prices, leading to increased demand and price premiums in India [4]

Core Viewpoint - The surge in silver and gold purchases in India ahead of the Diwali festival is significantly impacting the global silver supply crisis, with Indian consumers spending a total of 1 trillion rupees, of which 600 billion rupees is attributed to gold and silver purchases, marking a 25% increase from the previous year [1] Group 1: Consumer Behavior - Indian consumers are showing unprecedented enthusiasm for purchasing gold and silver jewelry for the Diwali festival, with a notable shift towards silver products over gold this year [1] - The market for silver coins has seen a price increase of 35% to 40% compared to last year, driven by rising international gold prices [1] Group 2: Market Dynamics - The demand surge in India has led suppliers to turn to international markets, exacerbating the ongoing global silver supply shortage [1] - The situation has been described as "India's buying spree causing panic in London," highlighting the international implications of India's domestic consumption trends [1] Group 3: Supply Chain Impact - Many silver retailers in India have reported being sold out of silver bars, with restocking taking at least 20 days, indicating a significant supply chain strain [1] - MMTC-PAMP, India's largest precious metals refining company, has experienced its first instance of "silver inventory depletion" since its establishment, underscoring the severity of the supply issue [1]