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白银突破40美元/盎司关口,创2011年以来新高
Sou Hu Cai Jing· 2025-09-01 12:54
Group 1 - Silver prices have surged, with silver breaking the $40 per ounce mark for the first time since 2011, showing a year-to-date increase of over 40% [1] - As of the latest report, London spot silver is priced at $40.56 per ounce, with a daily increase of 2.27%, while New York silver futures rose over 1.5%, reaching a peak of $41.64 per ounce [1] - The Shanghai silver futures market also saw significant gains, with the main contract rising over 4% to close at 9,775 yuan per kilogram, marking a year-to-date increase of 30% [1] Group 2 - The World Silver Institute's report indicates that global silver supply in 2024 is projected to be 1.015 billion ounces, with primary mine production accounting for 81% of this supply [1] - Total global silver demand in 2024 is expected to reach 1.164 billion ounces, with industrial demand constituting 6.81 billion ounces, or 58.5% of the total demand, primarily driven by sectors like electronics and solar energy [1] - The increasing demand for silver in photovoltaic applications, coupled with limited supply growth, is creating a tight market that supports rising silver prices [1] Group 3 - Factors driving the increase in silver prices include global reflation tendencies, limitations of current Federal Reserve monetary policy, and shifts in the global political landscape and credit currency systems [3] - Silver is viewed as a precious metal with inherent safe-haven and monetary properties, which historically have led to its price movements following gold, but with greater volatility due to its significant industrial demand [3] - Concerns regarding potential U.S. government trade protection measures on key metals like silver may enhance its safe-haven and substitute demand, suggesting that silver could have greater upside potential compared to gold [3]