[SMM Analysis] 2026 H1: “Goods in Short Supply” and “Homogeneous Inventory Clearance” Coexist as Structural Differentiation in the Silicon-Based Anode Market Intensifies

A Guangdong tungsten company lowered its long-term contract prices for the first half of July MoM.

[SMM Weekly Summary] Short-term spot grain-oriented silicon steel lacks downward momentum; next week, grain-oriented silicon steel prices may remain stable temporarily.

[SMM Weekly Wrap] Market Sees Significant Off-Season Impact, Non-Oriented Silicon Steel Likely to Stay in the Doldrums Next Week

Dollar Softens, Base Metals Broadly Rise; SHFE Tin, Silicon Metal Up Over 2%; SHFE Copper, Zinc, Gold Up More Than 1% [SMM Midday Review]