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Last week's market trends in organic silicon and related industries: stability and volatility coexist

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The DMC market as a whole maintains stable operation, but the pressure situation is obvious. The price of silicon metal has risen narrowly, while the price of methanol first fell and then rose, providing some support for individual factories to raise prices. However, downstream demand is in the off-season and continues to be weak, with bearish expectations looming over the market and heavy fundamental pressure. At present, the mainstream quotation for DMC is 10300-11000 yuan/ton, and the actual average transaction price is about 10400 yuan/ton. Affected by this, the pre-sale situation of raw rubber is optimistic, with prices stable and fluctuating slightly; Due to weak downstream demand and a significant price difference with DMC, the price of 107 glue is under pressure and declining; Silicone oil has loosened at a high level due to weak downstream demand for room temperature adhesives; Due to insufficient cost support and rare orders from downstream product industries, the rubber compound has weakened narrowly. Overall, DMC is stabilizing and weakening, and the weak pattern of the short-term organic silicon market is difficult to change. However, the first integrated organic amine and organosilicon project in China has been successfully tested, with an annual output value of 6 billion yuan, bringing new opportunities for the development of the industry.
The market performance of gas-phase silica is flat. The enterprise's quotation is stable, normal production, and shipments are mainly aimed at stable customers. Downstream silicone rubber and other enterprises maintain their demand for essential purchases, with limited order quantities, and some gas silicone enterprises are facing certain shipment pressures. In terms of raw materials, the prices of methyl trichlorosilane and silicon tetrachloride are operating at a low level and are still in a low consolidation state in the short term. There is little change in downstream customer demand, and both supply and demand sides lack favorable support. It is expected that the gas silicon market will continue to remain flat in the short term.
The spot market for silicon metal has seen an increase. Recently, due to factors such as rising market prices, production cuts by major northern companies, and increased demand for polysilicon, the spot price of metallic silicon has slightly increased. However, downstream purchasing attitudes are cautious and still mainly adopt a wait-and-see approach. On the supply side, the resumption of production in the north did not meet expectations and there was a partial reduction in production, resulting in a contraction in incremental growth; The addition of new production capacity in the south, coupled with the opening of furnaces during the wet season, has led to an expansion in production and a month on month increase in total national supply. On the demand side, the demand for organic silicon and polycrystalline silicon remains stable, while the demand for aluminum alloy remains high. Under the expectation of large factories reducing production and polysilicon resuming production, the supply and demand structure has slightly improved, but there is insufficient momentum for the continuous rise of spot prices. In the future, it is necessary to focus on the production dynamics of large factories and changes in downstream demand. It is expected that the price of silicon metal will operate narrowly and strongly in the short term.

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