金十数据6月2日讯,中CS建建研报指出,3月底以来硅料价格快速下降,当前除颗粒硅以外的其他厂商均已开始亏损现金成本。 硅料价格下降主要系行业库存快速积累,截至5月24日硅料行业库存已经来到30.3万吨,对应硅料库存周期1.5个月,对应硅片库存周期2.4个月。 基于过剩+价格压力,5月开始硅料企业停产检修、推迟投产情况显有增加。 综合考虑硅料现有产能及检修情况,预计2024年硅料产量约为190万吨左右(此前预期全年产量230万吨),但即使当前行业检修、technical reform 数量增加,今年硅料供给相对于需求而言仍较过剩,在需求端出现超出预期的非线性增长之前,预计硅料价格将长期处于L型底部稳定。

🎉 A Warm Welcome to Dr.Han on Gate Square!
Dr.Han — Founder of Gate and a seasoned crypto industry observer — is now officially sharing insights on Gate Square!
📢 Follow Dr.Han and like or comment on his latest post for a chance to win!
👉 Post: https://www.gate.com/post/status/11966645
👉 Profile: https://www.gate.com/profile/Dr_Han
🎁 Giveaway Alert:
We’ll randomly select 10 lucky users from those who follow + like/comment to receive a limited-edition Gate T-shirt — the same style worn by Dr.Han!
(If shipping is unavailable in your region, a $50 Futures Voucher will be provided instead.)
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🔥 Gate Square #Gate Alpha Third Points Carnival# Trading Sharing Event is Live!
Share Alpha trading highlights screenshots with #Gate Alpha Trading Share# to split $100!
🎁 10 lucky users * 10 USDT each
📅 July 4, 4:00 – July 20, 16:00 UTC+8
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Learn more: https://www.gate.com/announcements/article/45908

🎉 Gate xStocks Trading is Now Live! Spot, Futures, and Alpha Zone – All Open!
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🎁 5 top Square creators * $100 Futures Voucher
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How to Participate:
1️⃣ Follow Gate_Square
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3️⃣ If you share on Twitter, submit post link here: https://www.gate.com/questionnaire/6854
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📅 July 3, 7:00 – July 9,

#GateSquareGiveaway# - Spot the Differences 👀
GM ☕ Our frog friend has two slightly different mornings—can you find all the changes?
💰 $10 Futures Voucher * 5 winners
To join:
🔹Follow Gate_Square
🔹Like this post and drop your answer in the comments
📅 Ends at 16:00 PM, July 7 (UTC)