祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 工业硅&多晶硅日评20250702：过剩矛盾未解，价格回落 | 单位 | 今值 | 变动 | 近期趋势 | 2025/7/2 | 指标 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 元/吨 | 不通氧553#（华东）平均价格 | 8,200.00 | 0.00% | 工业硅期现价格 | 元/吨 | 7,765.00 | -3.66% | 期货主力合约收盘价 | | 元/吨 | 基差（华东553#-期货主力） | 435.00 | 295.00 | 元/千克 | 33.50 | 0.00% | N型多晶硅料 | | | 多晶硅期现价格 | 元/吨 | 32,700.00 | -2.49% | 期货主力合约收盘价 | 元/吨 | 800.00 | 835.00 | 基差 | | 元/吨 | 不通氧553#（华东）平均价格 | 8,200.00 | 0.00% | 元/吨 | 不通氧553#（黄埔港）平均价格 | 8,200.00 | 0.00 ...

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 工业硅&多晶硅日评20250627：供给端扰动，价格低位反弹 | 单位 | 今值 | 变动 | 近期趋势 | 2025/6/27 | 指标 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 元/吨 | 不通氧553#（华东）平均价格 | 8,100.00 | 0.00% | 工业硅期现价格 | 元/吨 | 7,720.00 | 2.18% | 期货主力合约收盘价 | | 元/吨 | 380.00 | -165.00 | 基差（华东553#-期货主力） | 元/千克 | 33.50 | 0.00% | N型多晶硅料 | | | 多晶硅期现价格 | 元/吨 | 31,715.00 | 3.56% | 期货主力合约收盘价 | 元/吨 | 1,785.00 | -1,090.00 | 基差 | | 元/吨 | 不通氧553#（华东）平均价格 | 8,100.00 | 0.00% | 元/吨 | 不通氧553#（黄埔港）平均价格 | 8,150.00 ...

| 工业硅&多晶硅日评20250624：低位整理 | | | | | --- | --- | --- | --- | | 2025/6/24 指标 单位 近期趋势 | | 今值 | 变动 | | 元/吨 不通氧553#（华东）平均价格 | | 8,100.00 | 0.00% | | 工业硅期现价格 期货主力合约收盘价 元/吨 | | 7,420.00 | 0.41% | | 元/吨 基差（华东553#-期货主力） | | 680.00 | -30.00 | | N型多晶硅料 元/千克 | | 33.50 | 0.00% | | 多晶硅期现价格 期货主力合约收盘价 元/吨 | | 30,615.00 | -3.42% | | 基差 元/吨 | | 2,885.00 | 1,085.00 | | 元/吨 不通氧553#（华东）平均价格 | | 8,100.00 | 0.00% | | 元/吨 不通氧553#（黄埔港）平均价格 | | 8,150.00 | 0.00% | | 不通氧553#（天津港）平均价格 元/吨 | | 7,950.00 | 0.00% | | 元/吨 不通氧553#（昆明）平均价格 | | ...

| 工业硅&多晶硅日评20250618：低位整理 | | | | | --- | --- | --- | --- | | 2025/6/18 指标 单位 | | 今值 变动 近期趋势 | | | 元/吨 不通氧553#（华东）平均价格 | | 8,100.00 0.00% | | | 工业硅期现价格 期货主力合约收盘价 元/吨 | | 7,360.00 -0.14% | | | 元/吨 基差（华东553#-期货主力） | | 740.00 10.00 | | | 元/千克 N型多晶硅料 | | 34.50 0.00% | | | 多晶硅期现价格 | | 34,010.00 -0.90% | | | 期货主力合约收盘价 元/吨 基差 元/吨 | | 490.00 310.00 | | | 不通氧553#（华东）平均价格 元/吨 | | 8,100.00 0.00% | | | 元/吨 不通氧553#（黄埔港）平均价格 | | 8,150.00 0.00% | | | 不通氧553#（天津港）平均价格 元/吨 | | 7,950.00 0.00% | | | 元/吨 不通氧553#（昆明）平均价格 | | 8,3 ...

Report Industry Investment Rating - Not provided in the report Core Viewpoints - The industrial silicon market shows a supply - demand imbalance with high inventory pressure, and silicon prices are expected to remain under pressure at low levels in the short term, with limited downward space [1] - The polysilicon market has a weak fundamental situation, and prices are expected to have no upward trend in the short term, with a strategy of shorting on rebounds [1] Summary by Related Content Industrial Silicon Market - **Price Information**: The average price of industrial silicon不通氧553 (East China) remained flat at 8,100 yuan/ton, and the 421 (East China) average price was flat at 8,700 yuan/ton. The futures main contract closing price rose 0.34% to 7,370 yuan/ton [1] - **Supply Side**: Some silicon enterprises in the north reduced production due to cost - price inversion. In the southwest, although the wet season is approaching, enterprises lack confidence in the future, resulting in a decrease in overall production [1] - **Demand Side**: Polysilicon enterprises continued to reduce production, and the resumption of production may be postponed. The organic silicon industry had a strong willingness to cut production to support prices, but demand was weak. Silicon - aluminum alloy enterprises purchased as needed [1] Polysilicon Market - **Price Information**: N - type dense material remained flat at 34.5 yuan/kg, polysilicon re - feeding material was flat at 32.5 yuan/kg, and the futures main contract closing price rose 1.85% to 34,320 yuan/ton [1] - **Supply Side**: Polysilicon enterprises maintained production cuts, and some new production capacity might be put into operation, with a slight increase in expected output but still within 100,000 tons [1] - **Demand Side**: The photovoltaic market was weak, with rising inventories of silicon wafers and polysilicon, and falling prices of silicon wafers, cells, and components [1] Other Market Information - **Automobile Industry**: In May 2025, passenger car production and sales were 2.313 million and 2.352 million units respectively, with month - on - month increases of 2.5% and 5.8%, and year - on - year increases of 12.8% and 13.3%. From January to May, production and sales were 11.08 million and 10.996 million units respectively, with year - on - year increases of 14.1% and 12.6% [1] - **Organic Silicon Market**: The domestic organic silicon DMC market's trading center continued to decline, and it was expected to decline slightly further. The prices of DMC, 107 glue, and silicone oil changed, with DMC down 1.83% to 10,750 yuan/ton and 107 glue down 0.41% to 12,050 yuan/ton [1] - **New Energy Industry**: From January to May, the production of new energy vehicles and solar cells increased by 40.8% and 18.3% respectively. The power generation of wind and solar energy in large - scale industries increased by 11.1% and 18.3% respectively [1]

| 工业硅&多晶硅日评20250616：低位整理 | | | | | --- | --- | --- | --- | | 近期趋势 2025/6/16 指标 | 单位 | 今值 | 变动 | | 不通氧553#（华东）平均价格 | 元/吨 | 8,100.00 | 0.00% | | 工业硅期现价格 期货主力合约收盘价 | 元/吨 | 7,345.00 | -1.48% | | 基差（华东553#-期货主力） | 元/吨 | 755.00 | 110.00 | | N型多晶硅料 | 元/千克 | 34.50 | -1.43% | | 多晶硅期现价格 期货主力合约收盘价 | 元/吨 | 33,695.00 | 0.33% | | 基差 | 元/吨 | 805.00 | -610.00 | | 不通氧553#（华东）平均价格 | 元/吨 | 8,100.00 | 0.00% | | 不通氧553#（黄埔港）平均价格 | 元/吨 | 8,150.00 | 0.00% | | 不通氧553#（天津港）平均价格 | 元/吨 | 7,950.00 | 0.00% | | 不通氧553#（昆明）平均价格 | 元/吨 | 8 ...

| 工业硅&多晶硅日评20250612：低位整理 | | | | | --- | --- | --- | --- | | 单位 2025/6/12 指标 | 今值 | 变动 | 近期趋势 | | 不通氧553#（华东）平均价格 元/吨 | 8,100.00 | 0.00% | | | 工业硅期现价格 期货主力合约收盘价 元/吨 | 7,560.00 | 1.96% | | | 元/吨 基差（华东553#-期货主力） | 540.00 | -145.00 | | | N型多晶硅料 元/千克 | 35.50 | 0.00% | | | 多晶硅期现价格 期货主力合约收盘价 元/吨 | 34,255.00 | 0.88% | | | 基差 元/吨 元/吨 不通氧553#（华东）平均价格 | 1,245.00 8,100.00 | -300.00 0.00% | | | 不通氧553#（黄埔港）平均价格 元/吨 | 8,150.00 | 0.00% | | | 元/吨 不通氧553#（天津港）平均价格 | 7,950.00 | 0.00% | | | 元/吨 不通氧553#（昆明）平均价格 | 8,300.00 | 0 ...

| 工业硅&多晶硅日评20250610：工业硅略有反弹，多晶硅低位整理 | | | | --- | --- | --- | | 2025/6/10 指标 单位 近期趋势 | 今值 | 变动 | | 元/吨 不通氧553#（华东）平均价格 | 8,100.00 | 0.00% | | 工业硅期现价格 期货主力合约收盘价 元/吨 | 7,475.00 | 2.54% | | 元/吨 基差（华东553#-期货主力） | 625.00 | -185.00 | | N型多晶硅料 元/千克 | 35.50 | 0.00% | | 多晶硅期现价格 期货主力合约收盘价 元/吨 | 34,105.00 | -1.83% | | 元/吨 基差 | 1,395.00 | 635.00 | | 不通氧553#（华东）平均价格 元/吨 | 8,100.00 | 0.00% | | 元/吨 不通氧553#（黄埔港）平均价格 | 8,150.00 | 0.00% | | 不通氧553#（天津港）平均价格 元/吨 | 7,950.00 | 0.00% | | 元/吨 不通氧553#（昆明）平均价格 | 8,300.00 | 0.00% | ...

| | | | 工业硅&多晶硅日评20250606：市场信心较差工业硅价格持续下探，多晶硅低位整理 | | | | --- | --- | --- | --- | --- | --- | | 2025/6/6 | 指标 | 单位 | 今值 | 变动 | 近期趋势 | | 不通氧553#（华东）平均价格 | | 元/吨 | 8,100.00 | 0.00% | | | 工业硅期现价格 | 期货主力合约收盘价 | 元/吨 | 7,135.00 | -1.99% | | | 基差（华东553#-期货主力） | | 元/吨 | 965.00 | 145.00 | | | N型多晶硅料 | | 元/千克 | 35.50 | 0.00% | | | 多晶硅期现价格 | 期货主力合约收盘价 基差 | 元/吨 元/吨 | 34,540.00 960.00 | -1.47% 515.00 | | | 不通氧553#（华东）平均价格 | | 元/吨 | 8,100.00 | 0.00% | | | 不通氧553#（黄埔港）平均价格 | | 元/吨 | 8,150.00 | 0.00% | | | 不通氧553#（天津港）平均价格 ...

祁玉蓉（F03100031, Z0021060），联系电话：010-8229 5006 | 工业硅&多晶硅日评20250603：市场信心较差工业硅价格持续下探，多晶硅低位整理 | | | | | | | --- | --- | --- | --- | --- | --- | | 指标 单位 今值 变动 近期趋势 | | | | | 2025/6/3 | | 元/吨 8,250.00 -1.20% 不通氧553#（华东）平均价格 | | | | | | | 期货主力合约收盘价 元/吨 7,160.00 -0.76% | | | | | 工业硅期现价格 | | 元/吨 基差（华东553#-期货主力） 1,090.00 -45.00 | | | | | | | N型多晶硅料 元/千克 35.50 0.00% | | | | | | | 期货主力合约收盘价 元/吨 35,600.00 0.91% | | | | | 多晶硅期现价格 | | 元/吨 -100.00 -320.00 基差 | | | | | | | 元/吨 不通氧553#（华东）平均价格 8,250.00 -1.20% | | | | | | | 元/吨 ...