Market Overview: DMC prices fell last week. The price of silicon metal has fallen, methanol prices have remained stable, and the cost of self-produced chloromethane has fallen. Multiple individual factories have experienced a decline in their offers, while inter enterprise bidding for shipments continues. Transaction prices have fallen to a new low, and there is limited room for further decline. The current mainstream quotation is 11300-12000 yuan/ton, negotiable for each order. Last week, the prices of DMC raw materials continued to decline, with prices of 107 rubber, raw rubber, and silicone oil falling as well. Local enterprises' quotations for mixed rubber have fallen. The downward space for DMC raw material prices is limited, and the willingness of enterprises to continue offering discounts has weakened. However, competition among enterprises is fierce, and it is expected that the price of organic silicon products will remain weak and stable in the short term.
Market Overview: Last week, the Chinese gas-phase silica market continued to decline, and the actual transaction prices of enterprises fell. The supply of raw materials such as methyl trichlorosilane and silicon tetrachloride is sufficient, but the demand is limited, resulting in weak prices. Last week, terminal demand was weak, and downstream markets such as high-temperature and room temperature adhesives continued to decline, resulting in a decrease in demand for silicon gas; Some enterprises are conducting equipment maintenance for silicon gas, but the overall market supply is stable and the source of goods is sufficient. Some enterprises are shipping at low prices. In the short term, the prices of raw materials such as methyl and tetrachlorine are fluctuating at a low level, and downstream demand remains weak, making it difficult to support the market. It is expected that the gas silicon market will operate weakly and consolidate.