Last week, the spot price of silicon metal continued to decline, and the market remained dominated by on-demand procurement. The continuous decline in the market, coupled with weak downstream demand, has put significant pressure on the silicon metal market. On the supply side, the northern region is reducing production as planned, while the southern region has a lower willingness to start production, and the overall production situation has not changed significantly. On the demand side, organic silicon monomer factories may further increase their production reduction efforts, resulting in a decrease in demand for metallic silicon; The overall output of polycrystalline silicon plants remains stable, and the demand for metallic silicon also remains stable; Aluminum alloy enterprises purchase according to demand, and there is an expectation of a slight decrease in overall demand.
In the short term, the supply-demand relationship in the silicon metal market is difficult to improve, and it is challenging to clear high industry inventories. The pressure above the price is relatively high, while the demand support below is weak, and the overall market sentiment is pessimistic. It is expected that the price of silicon metal will continue to fluctuate within the bottom range.
Faced with the current market situation, metal silicon enterprises need to actively respond to challenges, strengthen cost control and risk management. Reduce costs by optimizing production processes, improving production efficiency, and reducing energy consumption; At the same time, strengthen market research and forecasting capabilities, and flexibly adjust sales strategies to respond to changes in market demand. In addition, metal silicon enterprises should strengthen cooperation and communication with upstream and downstream enterprises, jointly promote the coordinated development of the industrial chain, and achieve a mutually beneficial and win-win situation.