Yesterday, the metal silicon market began to stop falling and rebound, the price of low-end products rose, the oxygen free 553# price rose by 750 yuan, the average price was 19250 yuan / ton, the chemical grade 421# price remained stable, and the average price in East China was 48500 yuan / ton.


Organosilicon upstream manufacturers stopped falling and rebounded. DMC of individual manufacturers increased by 200 yuan and quoted 40200 yuan / ton; Mainstream manufacturers offer 32000 yuan / ton; The price of 107 glue is 32500-23800 yuan / ton; Raw rubber quotation: 34000 yuan / ton; Methyl silicone oil is 38000-40000 yuan / ton, and foreign brand silicone oil is 60000-70000 yuan / ton.


However, for the current price of metal silicon, the monomer factory has no profit. Coupled with the uncertainty of metal silicon, the monomer factory is also worried about the subsequent market.


Yunnan is about to enter the dry season. It is understood that during the dry season, the hydropower supply in Yunnan is reduced, and the power shortage is certain. The metal silicon production will be affected, which is expected to form a certain support for the metal silicon price. At the same time, the chemical grade 421# production of high-quality metal silicon is affected by the supply of raw materials, and the supply continues to be tight. It is expected that the price will not fall too much.


However, another factor is the downstream demand. At present, there is no power restriction, the downstream shutdown and production reduction has been alleviated, and there are signs of recovery in the market, but the terminal demand has not fully recovered, and the order situation is not ideal. Therefore, the order receiving capacity is limited, and the current price is acceptable. However, if it rises sharply again, it will suppress the signs that it is not easy to recover.


Overall, it is expected that the price will fluctuate stably.


Through this sharp rise and fall in prices, it can be seen that the upstream and downstream supply chain of the whole silicone industry is very fragile and does not form a virtuous circle. There is always a huge profit in one link, while the other link does not make money or even lose money. After a long time of accumulation, the whole industrial chain will eventually be destroyed. It is hoped that after this catastrophe, the upstream and downstream industrial chains can form a virtuous circle, so that each link can be profitable and have food to eat.