Penarikan gudang aktif di pelabuhan, inventaris sosial logam silikon turun dibanding bulan sebelumnya [Inventaris Silikon SMM]

[SMM Weekly Review: Polysilicon Sees Small Volume of High-Price Deals; Centralized Module Price Decline Widens] This week, China's module prices showed structural divergence, with distributed modules stopping falling and stabilizing while centralized modules saw a wider decline. On the distributed side, enterprise guidance prices remained unchanged, and average transaction prices for all specifications stayed basically flat this week, with only HJT modules edging down 0.0005 yuan/W. Supported by costs and industry self-discipline, module prices do not have much room for a sharp decline and are expected to consolidate in the short term. However, it is worth noting that low-efficiency modules have recently begun shipping rapidly, which to some extent affects the ability of conventional modules to hold prices firm. On the centralized demand side, marginal improvement continued: recent deliveries kept increasing, tenders for some large projects moved forward, and installations and orders both grew. Nevertheless, prices still lacked upward momentum, and the decline for the three specifications actually widened to 0.004 yuan/W this week.

KGHM Polska Miedź melaporkan produksi molibdenum Sierra Gorda pada bulan Agustus sebesar 0,1 juta lb (sekitar 45 ton) berdasarkan porsi kepemilikannya sebesar 55%, turun 90% YoY. Penurunan ini mencerminkan kadar molibdenum, perolehan kembali, dan throughput bijih yang lebih rendah. Produksi Januari–Agustus turun 38,2% menjadi 2,1 juta lb (sekitar 953 ton), dari 3,4 juta lb (sekitar 1.542 ton). Meskipun produksi tembaga Agustus naik 6%, produksi molibdenum menurun tajam, menyoroti kinerja produk sampingan yang berbeda yang disebabkan oleh karakteristik bijih.

[Ulasan Harian Harga ADC12: Futures paduan aluminium melemah karena pengurangan posisi, ketahanan harga spot berlanjut, penimbunan sebelum liburan masih harus dicermati] Hari ini, kuotasi pasar ADC12 terus bertahan stabil, dengan perusahaan-perusahaan umumnya menunjukkan keengganan untuk menyesuaikan harga.