Post-Holiday Silicon Metal Market Overview

Published: May 8, 2026 18:16

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Silicon Metal: The silicon market trended stronger after the Labour Day holiday. This round of futures strength was primarily driven by macro and capital momentum. Silicon enterprises hedged in batches on rallies, cargo rights gradually shifted to futures-spot traders, and rigid demand provided support, with spot prices passively following the upward trend. From an industrial perspective, the expected increase in silicon metal supply in June carries relatively high certainty, which suppresses the sustainability of subsequent price rises. The tug-of-war between longs and shorts in the market has intensified. Going forward, key areas to watch include shifts in capital logic, changes in macro sentiment, and the pace of production resumption on the industrial side.

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