GAM, 첨단 정제 공정 출시로 초전도급 니오븀 수율 18% 향상

[Production Under Pressure, Supply Marginal Reduction, Silicon Prices Remain Under Pressure] Currently, the silicon metal industry chain is showing a clear game-playing pattern, with structural divergence between upstream and midstream. On the supply side, silicon enterprises are incurring cash flow losses, and a few have undergone maintenance and production halts. As the actual output reduction has been limited so far, it has not had a directional impact on market sentiment. Silicon enterprises are holding prices firm and unwilling to lower quotations to boost orders, leading to an accumulation trend in industry in-factory inventory. In the midstream, social inventory has been destocking for several consecutive weeks. Trading firms engaging in both spot and futures markets are preferring transactions at low futures levels, and inventories in the trade circulation sector continue to destock. The tightening of circulating supply has driven the spot-futures price spread to strengthen, with spot prices showing greater resistance to declines than futures.

[SMM: 낮은 입고량, 주로 출고 위주, 실리콘 메탈 사회 재고 감소세 지속] SMM 통계에 따르면 7월 30일 기준 주요 지역의 실리콘 메탈 사회 재고가 전주 대비 13,000톤 감소했습니다.