---
title: "瑞银调整银价预期，因 2026 年供应短缺有所缩小"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286488323.md"
description: "瑞士银行已下调其 2026 年银价预期，原因是光伏需求疲软、ETF 持有量减少以及矿山供应增加。银业协会指出，太阳能光伏面板在 2026 年可能消耗高达 1.25 亿盎司的银，工业用途占全球需求的 60%。尽管短期内价格面临压力，像 Avino Silver 和 Silvercorp 这样的矿商报告了强劲的收益，展现了运营的韧性"
datetime: "2026-05-15T01:09:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286488323.md)
  - [en](https://longbridge.com/en/news/286488323.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286488323.md)
---

# 瑞银调整银价预期，因 2026 年供应短缺有所缩小

UBS turns cautious: UBS cut its 2026 silver price outlook, citing weaker photovoltaic demand, lower ETF holdings, and increased mine supply shrinking the deficit. Industrial uses expand: The Silver Institute reports solar PV panels could consume up to 125M oz in 2026, with industrial uses making up about 60% of global demand. Miners stay resilient: Companies like Avino Silver and Silvercorp posted strong earnings, showing operational strength even as silver prices face near-term pressure.

### 相关股票

- [SVM.US](https://longbridge.com/zh-CN/quote/SVM.US.md)
- [ASM.US](https://longbridge.com/zh-CN/quote/ASM.US.md)
- [SIVR.US](https://longbridge.com/zh-CN/quote/SIVR.US.md)
- [SLVP.US](https://longbridge.com/zh-CN/quote/SLVP.US.md)
- [SLV.US](https://longbridge.com/zh-CN/quote/SLV.US.md)
- [SLVR.US](https://longbridge.com/zh-CN/quote/SLVR.US.md)
- [PSLV.US](https://longbridge.com/zh-CN/quote/PSLV.US.md)
- [SIL.US](https://longbridge.com/zh-CN/quote/SIL.US.md)
- [AGQ.US](https://longbridge.com/zh-CN/quote/AGQ.US.md)

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