Last week, the market for gas-phase silica showed a stable operation 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. This market trend is in stark contrast to the price decline in the DMC market.
In the DMC market, the transaction price of raw material DMC fell last week, while the prices of products such as 107 rubber, raw rubber, silicone oil, and mixed rubber remained stable overall. Some companies choose to sell at a discounted price to promote sales, but downstream and end companies mostly adopt a wait-and-see attitude, with a strong bearish sentiment. Individual factories offer discounts to core customers to stimulate stocking, but the future market trend is still full of uncertainty.
The stable operation of the gas-phase silica market is attributed to its stable supply and demand relationship. 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-demand relationship is in a relaxed state, with limited support for the market. However, this stable state also provides a certain market buffer period for gas-phase silica enterprises, enabling them to better cope with market changes.
At the same time, the silicon metal market is facing a situation of supply and demand reduction. 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. The market sentiment is pessimistic, and it is expected that prices will continue to fluctuate within the bottom range. For gas-phase silica enterprises, although the current market is relatively stable, they still need to closely monitor the dynamic changes in the raw material market such as metallic silicon in order to adjust their production strategies and market layout in a timely manner.