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图表162441型金属硅价格走势
图表162441型金属硅价格走势
行业数据
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所属报告：
化工行业2022年中报解读：景气度分化新能源崛起-220915（101页）.pdf
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图134.DMC-金属硅-甲醇价差（元/吨）
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行业数据
2026-07-06
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图134.DMC-金属硅-甲醇价差（元/吨）
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全固态硫化物负极商用路线预计从硅基负极到锂金属负极
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行业数据
2026-01-06
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金属硅社会库存（单位：万吨）
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行业数据
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图表74金属硅价格（元/吨）
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行业数据
2025-12-23
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金属硅产业链
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产业链
2025-12-11
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图表124本周金属硅价格下跌（元/吨）
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行业数据
2025-12-10
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图表74金属硅价格（元/吨）
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行业数据
2025-12-10
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金属硅主产地行业电价（单位：元/度）
fCDlnLDljLogICB8IDIwMjXlubQxMeaciCB8IDIwMjXlubQxMOaciCB8IDIwMjXlubQ55pyIIHwgMjAyNeW5tDjmnIggfCDlpIfms6ggICAgICAgICAgICAgICAgICAgICB8CnwtLS0tLS0tLXwtLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tLS0tfAp8IOm7kem+meaxnyB8IDAuNDUgLSAwLjY1IHwgMC40NSAtIDAuNjUgfCAwLjQ1IC0gMC42NSB8IDAuNDUgLSAwLjY1IHwg6buR5rKzICAgICAgICAgICAgICAgICAgICAgfAp8IOWQieaelyAgIHwgMC41IC0gMC42ICAgfCAwLjUgLSAwLjYgICB8IDAuNSAtIDAuNiAgIHwgMC41IC0gMC42ICAgfCDlpKflt6XkuJrnlKjnlLUgICAgICAgICAgICAgICB8Cnwg6L695a6BICAgfCAwLjM1IC0gMC40ICB8IDAuMzUgLSAwLjQgIHwgMC4zNSAtIDAuNCAgfCAwLjMgLSAwLjQgICB8IOS4ueS4nO+8iOacneeUte+8iSAgICAgICAgICAgICB8Cnwg5YaF6JKZ5Y+kIHwgMC4zMiAtIDAuNDAgfCAwLjMyIC0gMC40MCB8IDAuMzIgLSAwLjQwIHwgMC4zMiAtIDAuNDAgfCDlkbzkvKbotJ3lsJQg6YSC5bCU5aSa5pav44CB5YyF5aS05bel5Y6C5pyJ6Ieq5aSH55S15Y6CIHwKfCDmlrDnloYgICB8IDAuMjQgLSAwLjM4IHwgMC4yNCAtIDAuMzggfCAwLjI0IC0gMC4zOCB8IDAuMjQgLSAwLjM1IHwg5bi45bm055S15Lu377yM5Y6C5a625byA5bel5q2j5bi4ICAgfAp8IOmdkua1tyAgIHwgMC4zNSAtIDAuNDUgfCAwLjM1IC0gMC40NSB8IDAuMzUgLSAwLjQ1IHwgMC4zNSAtIDAuNDUgfCDmsJHlkowgICAgICAgICAgICAgICAgICAgICB8Cnwg55SY6IKDICAgfCAwLjM1IC0gMC40NSB8IDAuMzUgLSAwLjQ1IHwgMC4zNSAtIDAuNDUgfCAwLjM1IC0gMC40ICB8IOWkp+W3peS4mueUqOeUtSAgICAgICAgICAgICAgIHwKfCDlroHlpI8gICB8IDAuMzUgLSAwLjQ1IHwgMC40IC0gMC40NSAgfCAwLjQgLSAwLjQ1ICB8IDAuNCAtIDAuNDUgIHwg5aSn5bel5Lia55So55S1ICAgICAgICAgICAgICAgfAp8IOS6keWNlyAgIHwgMC40NSAtIDAuNTMgfCAwLjMgLSAwLjM3ICB8IDAuMyAtIDAuMzcgIHwgMC4zIC0gMC4zNyAgfCDlvrflro8gICAgICAgICAgICAgICAgICAgICB8Cnwg5LqR5Y2XICAgfCAwLjQ4IC0gMC41NCB8IDAuMyAtIDAuMzUgIHwgMC4zIC0gMC4zNSAgfCAwLjMgLSAwLjM1ICB8IOaAkuaxnyAgICAgICAgICAgICAgICAgICAgIHwKfCDkupHljZcgICB8IDAuNDIgLSAwLjQ0IHwgMC4yOSAtIDAuMzIgfCAwLjI5IC0gMC4zMiB8IDAuMjkgLSAwLjMyIHwg5L+d5bGxICAgICAgICAgICAgICAgICAgICAgfAp8IOi0teW3niAgIHwgMC41IC0gMC42ICAgfCAwLjUgLSAwLjYgICB8IDAuNSAtIDAuNiAgIHwgMC41IC0gMC42ICAgfCDnvZfnlLggICAgICAgICAgICAgICAgICAgICB8Cnwg5Zub5bedICAgfCAwLjQgLSAwLjQ2ICB8IDAuMyAtIDAuMzUgIHwgMC4zIC0gMC4zNSAgfCAwLjMgLSAwLjM1ICB8IOW+t+aYjCAgICAgICAgICAgICAgICAgICAgIHwKfCDlm5vlt50gICB8IDAuNCAtIDAuNDYgIHwgMC4zIC0gMC4zNSAgfCAwLjMgLSAwLjM1ICB8IDAuMyAtIDAuMzUgIHwg6Zi/5Z2dICAgICAgICAgICAgICAgICAgICAgfAp8IOWbm+W3nSAgIHwgMC4zNyAtIDAuNDMgfCAwLjI1IC0gMC4zMiB8IDAuMjUgLSAwLjMyIHwgMC4yNSAtIDAuMzIgfCDkuZDlsbEgICAgICAgICAgICAgICAgICAgICB8Cnwg5Zub5bedICAgfCAwLjQ0IC0gMC41ICB8IDAuMzIgICAgICAgIHwgMC4zMiAgICAgICAgfCAwLjMyICAgICAgICB8IOWGleWugSDnn7Pmo4nvvIjljIXlkKvln7rmnKznlLXku7fvvIkgfAp8IOmHjeW6hiAgIHwgMC40MSAtIDAuNSAgfCAwLjQxIC0gMC41ICB8IDAuNDEgLSAwLjUgIHwgMC40MSAtIDAuNSAgfCDph43luoYgICAgICAgICAgICAgICAgICAgICB8Cnwg5rmW5Y2XICAgfCAwLjY0IC0gMC43MCB8IDAuNjQgLSAwLjcwIHwgMC42NCAtIDAuNzAgfCAwLjY0IC0gMC43MCB8IOmDtOW3niAgICAgICAgICAgICAgICAgICAgIHwKfCDmuZbljZcgICB8IDAuNjQgLSAwLjcwIHwgMC42NCAtIDAuNzAgfCAwLjY0IC0gMC43MCB8IDAuNjQgLSAwLjcwIHwg5oCA5YyWICAgICAgICAgICAgICAgICAgICAgfAp8IOa5luWNlyAgIHwgMC42NCAtIDAuNzAgfCAwLjY0IC0gMC43MCB8IDAuNjQgLSAwLjcwIHwgMC42NCAtIDAuNzAgfCDmoKrmtLIgICAgICAgICAgICAgICAgICAgICB8Cnwg56aP5bu6ICAgfCAwLjYgLSAwLjcgICB8IDAuNiAtIDAuNyAgIHwgMC42IC0gMC43ICAgfCAwLjYgLSAwLjcgICB8IOWkp+W3peS4mueUqOeUtSAgICAgICAgICAgICAgIHwKfCDlub/opb8gICB8IDAuNSAtIDAuNiAgIHwgMC41IC0gMC42ICAgfCAwLjUgLSAwLjYgICB8IDAuNSAtIDAuNiAgIHwg55m+6ImyIOahguaelyAgICAgICAgICAgICAgICAgfAoK6LWE5paZ5p2l5rqQ77ya55m+5bed55uI5a2a77yM5YWJ5aSn5pyf6LSn56CU56m25omA
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行业数据
2025-12-09
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图134.DMC-金属硅-甲醇价差（元/吨）
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行业数据
2025-12-09
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金属硅主产地行业电价（单位：元/度）
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行业数据
2025-11-25
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图134.DMC-金属硅-甲醇价差（元/吨）
fCDml6XmnJ8gICAgICAgfCBETUMo5YWDL+WQqCkgfCDph5HlsZ7noYUo5YWDL+WQqCkgfCDnlLLphoco5YWDL+WQqCkgfCDku7flt64o5YWDL+WQqCkgfAp8LS0tLS0tLS0tLS0tfC0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tLS18LS0tLS0tLS0tLS0tLXwtLS0tLS0tLS0tLS0tfAp8IDIwMjIvMDUvMjIgfCDnuqYzODAwMCAgICB8IOe6pjM1MDAwICAgICAgIHwg57qmMjUwMCAgICAgIHwg57qmNTAwMCAgICAgIHwKfCAyMDIyLzA1LzIzIHwg57qmMzIwMDAgICAgfCDnuqYzMDAwMCAgICAgICB8IOe6pjIzMDAgICAgICB8IOe6pjQwMDAgICAgICB8CnwgMjAyMi8wNS8yNCB8IOe6pjMxMDAwICAgIHwg57qmMjkwMDAgICAgICAgfCDnuqYyMjAwICAgICAgfCDnuqYzNTAwICAgICAgfAp8IDIwMjIvMDUvMjUgfCDnuqYzMDAwMCAgICB8IOe6pjI4MDAwICAgICAgIHwg57qmMjEwMCAgICAgIHwg57qmMzAwMCAgICAgIHwKCui1hOaWmeadpea6kO+8mldpbmTjgIHnmb7lt53nm4jlrZrvvIzlm73mipXor4HliLjor4HliLjnoJTnqbbmiYA=
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行业数据
2025-11-25
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图表124本周金属硅价格上涨（元/吨）
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行业数据
2025-11-25
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图表124本周金属硅价格不变（元/吨）
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行业数据
2025-11-20
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金属硅主产地行业电价（单位：元/度）
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行业数据
2025-11-19
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供需紧张，工业硅价格后续有望反弹。目前金属硅参考价为 20005 元/吨，后续价格看涨。供给端，近期四川等地限电对工业硅生产造成影响，未来云南四川逐渐进入枯水期，工业硅产量预计继续受限。公司工业硅主要位于新疆，拥有自备电厂，不受水电季节性影响。需求端，下半年有机硅新产能持续爬坡，多晶硅有近 30 万吨产能陆续投产，对工业硅需求有明确增量。根据百川盈孚，目前工业硅价格 22463元/吨，在原材料和能源高成本背景下，目前行业利润较小，价格端具有较高安全垫。我们看好在枯水期时下游多晶硅和有机硅投产对工业硅增量需求，工业硅价格后续有望稳中有升。此外，公司东部合盛煤电硅一体化项目二期年产 40 万吨工业硅项目已经逐步投产。云南昭通 40 万吨工业硅项目今年 5 月已经启动建设，预计明年一季度投产。有机硅方面：新疆硅业新材料煤电硅一体化项目二期年产 20 万吨硅氧烷及下游深加工项目今年二季度已经陆续达产，三期 20 万吨项目预计今年四季度能够投产，公司在工业硅、有机硅规模持续扩大。
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