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Latest inventory analysis of silicon metal in June
2022-6-24: According to the statistics of this site, the current inventory of major ports of silicon metal in China is basically as follows (for reference only):
Warehouse Inventory on June 16 (tons) Inventory (tons) on June 24 (tons) increased or decreased
Yunnan 22000-24000 23000-25000 ↑1000
Guangzhou 38000-40000 38000-40000 ——
Tianjin 25000-27000 25000-27000 ——
According to the incomplete statistics of this station, the warehouse inventory in various places is: Kunming warehouse more than 24,000 tons, Huangpu port warehouse more than 40,000 tons, Tianjin port warehouse in more than 26,000 tons.
The rapid rise in the price of silicon metal market has led to the emergence of traders' fear of heights, the enthusiasm for shipment has increased, and the factory's external quotations are still firm, but the phenomenon of holding up goods in the early stage has basically disappeared, and the volume of high-priced transactions has decreased. At present, the port inventory in various regions is still at a high level, and the warehouse shipment speed is slow. The demand for terminal silicones and aluminum has not increased significantly, and the acceptance of high prices of silicon metal is limited, and it is expected that the change in public warehouse storage will not be obvious next week.
Note: Silicon metal factory inventory in various regions is not completely stored in the port, so the port inventory does not represent the total inventory of the country, this statistics is for reference only