工业硅投资周报：西北复产、库存高位压制，需求趋势向好托底硅价

➢➢➢-800.0000-600.0000-400.0000-200.00000.0000200.0000400.000012,40012,60012,80013,00013,20013,40013,60013,80014,00014,20014,40014,6002023/122023/122023/122023/122023/122024/012024/012024/012024/012024/022024/022024/022024/022024/032024/03421#基差（右）SI.GFE010020030040050060070080090010,00011,00012,00013,00014,00015,00016,00017,000421#-通氧553#价差不通氧553#硅(华东)-平均价通氧553#硅(华东)-平均价421#硅(华东)-平均价 ➢➢ 安徽200福建3433甘肃331614广西1833贵州1534河南544黑龙江221111湖南2511吉林811江西600辽宁300内蒙古422626宁夏1599青海1766陕西1377四川1121920新疆220157150云南1384650重庆201111湖北200合计750323320 ➢➢050001000015000200002500030000350004000045000500002024920243202349202343202337202331202325202319202313202372023120224820224220223620223020222420221820221220226202152202146202140202134202128202122202116202110四川云南新疆 ➢➢ ➢ ➢➢ ➢➢➢➢ ➢➢ ➢➢ ➢➢➢ ➢➢➢ ➢➢