工业硅产业日报 2025-07-09 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 8140 | -75 主力合约持仓量(日,手) | 399029 | 11907 | | | 前20名净持仓(日,手) | -93605 | -8706 广期所仓单(日,手) | 50792 | -285 | | | 8-9月工业硅价差 | 5 | 0 | | | | 现货市场 | 通氧553#硅平均价(日,元/吨) | 8750 | 0 421#硅平均价(日,元/吨) | 9050 | 0 | | | Si主力合约基差(日,元/吨) | 610 | 75 DMC现货价(日,元/吨) | 10560 | 0 | | 上游情况 | 硅石平均价(日,元/吨) | 410 | 0 石油焦平均价(日,元/吨) | 1720 | 30 | | | 精煤平均价(日,元/吨) | 1850 | 0 木片平均价(日,元/吨) | 490 | 0 | | | 石墨电极(400mm)出 ...

| 铜产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 2025年7月9日 星期三 | | | | 周敏波 | Z0015979 | | 价格及基差 | | | | | | | | 现值 | 前值 | 日 涨跌 | 日涨跌幅 | 单位 | | SMM 1#电解铜 | 79795 | 79885 | -90.00 | -0.11% | 元/肥 | | SMM 1#电解铜升贴水 | 85 | વેર્ક | -10.00 | - | 元/吨 | | SMM 广东1#电解铜 | 79610 | 79805 | -195.00 | -0.24% | 元/吨 | | SMM 广东1#电解铜升贴水 | -50 | -5 | -45.00 | - | 元/吨 | | SMM湿法铜 | 79670 | 79780 | -110.00 | -0.14% | 元/吨 | | SMM湿法铜升贴水 | -40 | -10 | -30.00 | - | 元/吨 | | 精废价差 | 1644 | 1507 | +1 ...

铸造铝合金产业链周报 0 1000 2000 3000 4000 5000 6000 01-02 01-14 01-26 02-07 02-19 03-03 03-15 03-27 04-09 04-21 05-06 05-18 05-30 06-11 06-23 07-05 07-17 07-29 08-10 08-22 09-03 09-15 09-27 10-16 10-28 11-09 11-21 12-03 12-15 12-27 元/吨 佛山破碎生铝精废价差 2021 2022 2023 2024 2025 国泰君安期货研究所 有色及贵金属组 ADC12-A00延续下滑趋势 莫骁雄 投资咨询从业资格号：Z0019413 王宗源（联系人） 期货从业资格号： F03142619 日期：2025年7月06日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 铸造铝合金：成本支撑逻辑仍在，价格窄幅震荡 强弱分析：中性 -2000 -1500 -1000 ...

续下跌，企业目前生产利润几乎清零，企业开始减产挺价，预计产量继续下滑，对工业硅需求难有利好。 数据来源第三方，观点仅供参考。市场有风险，投资需谨慎！ 多晶硅环节，目前主流企业减产，行业整体处于降负荷运行状态，对工业硅需求下滑，铝合金领域，企业 研究员: 王福辉 期货从业资格号F03123381 期货投资咨询从业证书号Z0019878 多按需补库，库存增长，价格持平，处于被动去库存，对工业硅需求来说难有拉动。整体而言，三大下游 | 纷瑞达期货 | | --- | 工业硅产业日报 2025-07-01 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 7765 | -295 主力合约持仓量(日,手) | 361076 | 5325 | | | 前20名净持仓(日,手) | -57543 | -3110 广期所仓单(日,手) | 52137 | -336 | | | 8-9月工业硅价差 | 25 | 20 | | | | 现货市场 | 通氧553#硅平均价( ...

铸造铝合金产业链周报 国泰君安期货研究所 有色及贵金属组 莫骁雄 投资咨询从业资格号：Z0019413 王宗源（联系人） 期货从业资格号： F03142619 日期：2025年6月29日 Guotai Junan Futures all rights reserved, please do not reprint Special report on Guotai Junan Futures 铸造铝合金：淡季影响深化，价格维持震荡 强弱分析：中性 精废价差延续回升 0 1000 2000 3000 4000 5000 6000 元/吨 佛山破碎生铝精废价差 2021 2022 2023 2024 2025 ADC12-A00延续下滑趋势 -2000 -1500 -1000 -500 0 500 1000 1500 01-02 01-14 01-26 02-07 02-19 03-03 03-15 03-27 04-09 04-21 05-06 05-18 05-30 06-11 06-23 07-05 07-17 07-29 08-10 08-22 09-03 09-15 09-27 10-16 10-28 1 ...

| 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 7720 | 165 主力合约持仓量(日,手) | 321342 | 14698 | | | 前20名净持仓(日,手) | -40433 | 8109 广期所仓单(日,手) | 53263 | -307 | | | 7-8月合约价差 | 10 | -5 | | | | 现货市场 | 通氧553#硅平均价(日,元/吨) | 8200 | 50 421#硅平均价(日,元/吨) | 8700 | 0 | | | Si主力合约基差(日,元/吨) | 480 | -115 DMC现货价(日,元/吨) | 10560 | 0 | | 上游情况 | 硅石平均价(日,元/吨) | 410 | 0 石油焦平均价(日,元/吨) | 1610 | 0 | | | 精煤平均价(日,元/吨) | 1850 | 0 木片平均价(日,元/吨) | 540 | 0 | | | 石墨电极(400mm)出场价(日,元/吨) | 12250 ...

报告版权仅为我公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制和发布。如引用、刊发，需注明出处为 工业硅产业日报 2025-06-25 库存，对工业硅需求来说难有拉动。整体而言，三大下游行业对工业硅总需求呈现放缓趋势。操作上建议, 免责声明 中长线依旧高空思路 本报告中的信息均来源于公开可获得资料，瑞达期货股份有限公司力求准确可靠，但对这些信息的准确性及完整性不做任 何保证，据此投资，责任自负。本报告不构成个人投资建议，客户应考虑本报告中的任何意见或建议是否符合其特定状况。本 | 项目类别 | 数据指标 | 最新 | 环比 数据指标 | 最新 | 环比 | | --- | --- | --- | --- | --- | --- | | 期货市场 | 主力合约收盘价(日,元/吨) | 7555 | 70 主力合约持仓量(日,手) | 306644 | 13217 | | | 前20名净持仓(日,手) | -48542 | -347 广期所仓单(日,手) | 53570 | -614 | | | 7-8月合约价差 | 15 | 5 | | | | 现货市场 | 通氧553#硅平均价(日,元/吨) | ...

| 铜产业期现日报 | | | | | | | --- | --- | --- | --- | --- | --- | | 投资咨询业务资格:证监许可 [2011] 1292号 2025年6月25日 星期三 | | | | 周敏波 | Z0015979 | | 价格及基差 | | | | | | | | 现值 | 前值 | 日 涨跌 | 日涨跌幅 | 車位 | | SMM 1#电解铜 | 78415 | 78325 | +90.00 | 0.11% | 元/肥 | | SMM 1#电解铜升贴水 | 40 | 90 | -50.00 | - | 元/吨 | | SMM 广东1#电解铜 | 78395 | 78295 | +100.00 | 0.13% | 元/吨 | | SMM 广东1#电解铜升贴水 | 30 | 60 | -30.00 | - | 元/吨 | | SMM湿法铜 | 78335 | 78240 | +95.00 | 0.12% | 元/吨 | | SMM湿法铜升贴水 | -40 | 5 | -45.00 | - | 元/吨 | | 精废价差 | 1100 | 1020 | +80.00 | 7. ...

铝类产业日报 2025/6/24 | 项目类别 | 数据指标 最新 环比 数据指标 最新 环比 | | | | | | --- | --- | --- | --- | --- | --- | | | 沪铝主力合约收盘价(日,元/吨) 本月-下月合约价差:沪铝(日,元/吨) | 20,315.00 80.00 | -50.00↓ 氧化铝期货主力合约收盘价(日,元/吨) 0.00 本月-下月合约价差:氧化铝(日,元/吨) | 2,903.00 60.00 | -3.00↓ +2.00↑ | | | 主力合约持仓量:沪铝(日,手) | 250,085.00 | -3512.00↓ 主力合约持仓量:氧化铝(日,手) | 281,916.00 | -4645.00↓ | | | LME铝注销仓单(日,吨) | 19,175.00 | -1875.00↓ 库存:氧化铝:合计(周,万吨) | 90,295.00 | -23553.00↓ | | 期货市场 | LME电解铝三个月报价（日，美元/吨） 沪铝前20名净持仓（日，手） | 2,592.00 -19,928.00 | +30.50↑ LME铝库存（日，吨） -100 ...

Core Viewpoint - The article emphasizes the critical role of Analog-to-Digital Converters (ADCs) as a bridge between the analog and digital worlds, highlighting the significant growth potential in the ADC market driven by increasing demand in various sectors such as communication, defense, industrial medical, and artificial intelligence [1][4]. Market Overview - The global ADC market is projected to exceed $30 billion in 2024, with a compound annual growth rate (CAGR) of 7.5% [1]. - The ADC market has been historically dominated by international giants like ADI and TI, particularly in the high-speed and high-precision segments [2]. Technological Advancements - Recent advancements in ADC technology have led to significant improvements in conversion rates, signal bandwidth, and power consumption, expanding application areas [4]. - For instance, ADI's latest high-speed ADC product, based on 28nm technology, has achieved a performance of 12-bit at 10GSPS, capable of processing 5G millimeter-wave signals [4]. Domestic Market Dynamics - The high-end ADC market in China has a domestic production rate of less than 5%, creating a substantial opportunity for local manufacturers to fill this gap [4]. - The trend towards domestic substitution is expected to create a "blue ocean" for domestic high-speed and high-precision ADC chips [4]. Product Launch - Chengdu Huamei Electronics recently launched the HWD12B16GA4, a 4-channel, 12-bit, 16GSPS high-speed ADC, which boasts an input analog bandwidth of up to 10GHz and a high dynamic range [5][6]. - This product is positioned to break the long-standing monopoly of international giants in the high-speed and high-precision ADC market, marking a significant milestone in domestic innovation [6]. Competitive Comparison - The HWD12B16GA4 outperforms international competitors, with a sampling rate of 16GSPS and an input bandwidth of 10G, compared to TI's ADC12DJ5200RF and ADI's AD9213, which have lower sampling rates and bandwidths [6]. R&D Capabilities - Chengdu Huamei's converter technology research center has become a core design platform for high-end mixed-signal chips in China, employing over 60 professionals with expertise across various domains [7]. - The company has developed a product line covering resolutions from 8 to 12 bits and sampling rates from 8GSPS to 128GSPS, receiving positive feedback from multiple users [7][8]. Future Outlook - The company aims to continue advancing its ADC technology, focusing on high integration, large bandwidth, high linearity, low error rates, and low power consumption, with products that meet international standards [8][9]. - The successful launch of the HWD12B16GA4 and the strength of the R&D team suggest promising future developments in the ADC sector for Chengdu Huamei [9].