Recently, the domestic DMC market seems to have experienced a sudden "diving" performance, with prices significantly reduced, attracting widespread attention both inside and outside the industry. At present, the average price of DMC market has fallen to 12750 yuan/ton, a direct decrease of 100 yuan from the previous trading day. This change not only breaks the calm of the market, but also makes many practitioners feel unprecedented pressure.
From the perspective of market dynamics, at the beginning of this week, some domestic individual factories took the lead in adjusting their quotations, attempting to alleviate the inventory pressure of high enterprises through price wars. The production enterprises have a strong willingness to ship, and the market competition is extremely fierce, resulting in a decrease in transaction prices. However, the market's response was not as positive as expected. Influenced by the traditional mentality of "buying up and not buying down", downstream buyers mostly choose to hold their money and wait, resulting in a particularly sluggish market for new orders.
On the raw material side, the continuous low volatility of silicon metal prices has failed to provide strong support for the DMC market. The inventory pressure on the supply side remains high, and destocking has become an urgent task. On the demand side, due to the arrival of the traditional off-season and the impact of tariff policies, the overall performance is sluggish, and downstream wait-and-see sentiment is strong, with a strong willingness to lower prices.
Faced with such a severe market situation, DMC production enterprises need to respond cautiously. On the one hand, it is necessary to closely monitor market trends and flexibly adjust production plans and sales strategies; On the other hand, it is necessary to strengthen communication and cooperation with downstream customers to jointly address market challenges. At the same time, the government and industry associations should also play an active role in strengthening market supervision and policy guidance to promote the healthy development of the DMC market.