Recently, the price trend of DMC market has attracted widespread attention in the industry. Last week, the transaction price of DMC raw materials fell, while the prices of products such as 107 rubber, raw rubber, silicone oil, and mixed rubber remained stable overall. Some companies chose to offer discounts to promote sales. Most downstream and terminal enterprises adopt a wait-and-see attitude, with a strong bearish sentiment and relatively weak overall market demand.
On the cost side, the price of silicon metal remains stable, while the price of methanol continues to decline, lacking strong support. To stimulate downstream enterprises to stock up, individual factories offer discounts to core customers, and the mainstream DMC quotation remains at 14400-14800 yuan/ton. The future market trend, whether to continue reducing production to boost prices or to trade prices for volume, still needs to be closely monitored after the holiday industry conference.
At the same time, the market for gas-phase silica is showing a stable operating trend. The enterprise quotation has not been adjusted yet, and the device is operating normally, mostly for fixed customers. Downstream enterprises have started production steadily, maintaining a strong demand for gas silicon procurement, and the trading volume continues to be flat. In the short term, the price changes of raw materials such as methyl and tetrachlorine are limited, and their impact on the market is relatively small. The overall supply and demand relationship is in a relaxed state, with limited support for the market. It is expected that the gas-phase silica market will maintain stable operation.
It is worth noting that the silicon metal market has not yet shown significant improvement. The production reduction plan of major northern factories has been implemented, and futures contract prices have slightly rebounded, but overall market transactions have been sluggish. Both the supply and demand sides are expected to experience a slight decrease, and silicon metal may face a situation of both supply and demand reduction. However, overall inventory remains high, putting significant pressure on the spot market, and market sentiment remains pessimistic. It is expected that the price of silicon metal will continue to fluctuate within the bottom range.