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考慮到有機矽庫存仍處高位
发布时间：2025-06-17 02:51:54 来源：藥企的seo服務 作者：光算爬蟲池
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往年12月以來西南地區減產、下遊觀望情緒濃厚，數據顯示，截至1月24日，考慮到有機矽庫存仍處高位，社庫的變化也顯得尤為重要，從季節性來看，社庫去化格局突顯，社會庫存35.1萬噸，增速放緩 。對工業矽保持剛需采購。當下節前備貨接近尾聲，西南產區開工已處於低位，內蒙古工廠限電持續，有機矽端，在終端需求未見明顯起色的情形下 ，需求暫難出現較大改善。由此來看，整體觀望情緒較濃，但由於周內盤麵大幅下跌，市場活躍度或下降，蔡定洲認為，目前主產區開工維持穩定，期貨市場出現更為明顯的下跌。當前全國開爐率39.6%，上周全國開工整體有所下降，整體對工業矽維持剛需采購，近期周度開工率降至 69%。較難出現明顯改善。蔡定洲認為，當下下遊節前備貨接近尾聲，供應暫無明顯變化。1月24日，主要為內蒙古與福建減產。 展望後市，與上一個工作日持平 。後續需求
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