Last week, affected by the narrowing and stabilization of metal silicon price decline, the mainstream DMC quotation stabilized first and then rose; The downstream raw rubber market improved, and the DMC trading volume was good; Now the mainstream quotation of DMC is 32500 yuan / ton.


As the price of raw materials stopped falling and stabilized, the quotations of raw rubber and 107 rubber both stabilized first and then rose. The price of silicone oil is still high and the supply of goods increased. The price of foreign brand silicone oil is high, and there is a great possibility of price reduction in the later stage; The room temperature adhesive market is cold and the demand is small; The demand for raw rubber and compound rubber is good; It is expected that the silicone market will maintain stable operation in the short term, and some products will rise slightly.


The domestic metal silicon market was divided, the price of low-grade silicon hit the bottom and rebounded, and the price of high-grade silicon fell back. Affected by the epidemic situation in Xinjiang, the transportation is inconvenient and the raw material inventory is low; Emergency measures for heavily polluted weather have been implemented in Leshan, Sichuan, and 12 furnaces have been shut down; The factory in Nujiang area of Dehong received the power restriction notice, and the supply is estimated to decrease in the later stage; With the increase of electricity prices in various regions, the smelting cost continues to increase. In conclusion, under the conditions of reduced supply, increased cost, warmer demand for downstream aluminum alloy and stable demand for polysilicon, the price of low-grade silicon is expected to operate stably, and the price of high-grade products is expected to stop falling and stabilize in the near future.


polysilicon


Polysilicon prices remained stable. The fundamental reason still lies in the market game under the tight balance between market supply and demand: on the one hand, the market exaggerates the strong sentiment that the silicon price has reached a high level, resulting in some silicon wafer enterprises delaying the pick-up time, slowing down the implementation progress of signed orders, reducing the purchase demand, increasing the fake inventory of silicon and strengthening the downstream price reduction; On the other hand, the orders of silicon enterprises have been oversubscribed, and they are not in a hurry to increase demand by reducing prices. Therefore, the market still maintains a tight balance between supply and demand, and the price also operates stably in the upstream and downstream game.