4月18日,国内商品期货早盘收盘,主力合约涨跌互现。SC原油涨超2%,苹果涨近2%,低硫燃料油、沪铅涨超1%;跌幅方面,多晶硅跌超6%,玻璃跌超4%,焦煤、工业硅跌超3%,纯碱、氧化铝、BR橡胶、焦炭跌超2%。
业内人士认为,工业硅价格持续创新低,主要是受强供应、弱需求的压制。
“在价格处于低位背景下,即便大型企业减产,供应依旧过剩,库存持续累积预期仍强,现货价格承压下跌。”广发期货分析师纪元菲表示。
从供给端来看,近期工业硅市场呈现“北减南增”局面,西北地区头部大厂减产停炉,但西南地区新增产能陆续开炉,使得工业硅周度产量虽有所下降,但依然维持在7万吨以上的水平。
“后续西北地区其他企业可能继续减产。”国信期货分析师李祥英表示,按照周度产量推算,工业硅月度产量可能在31万吨左右,在不考虑库存的情况下,基本可以满足下游需求。
责任编辑:李铁民
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