Insufficient upward trend! Significantly lower expectations! CEO of Organic Silicon Giant: Difficult to solve in the cold winter of demand!
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Last week, DMC prices rose. The price of silicon metal has risen, and the price of methanol has fluctuated narrowly. Cost support combined with an increase in pre-sale orders has driven multiple companies to increase their quotes by 100-200 yuan/ton. The mainstream quotation for DMC is 10800-11500 yuan/ton, with an actual average transaction price of around 10950 yuan/ton.
Last week, the price of DMC raw materials continued to rise, leading to increased cost pressure. Downstream prices of 107 rubber, raw rubber, and silicone oil remained stable with some local increases, while the price of mixed rubber remained stable. The action on DMC raw materials can weaken, and prices may maintain narrow fluctuations. The downstream demand for organic silicon products is flat, and it is expected that prices will remain stable with small movements.
Last week, the market for gas-phase silica remained stable, and there have been no adjustments to enterprise quotations. The prices of raw materials such as methyl trichlorosilane and silicon tetrachloride remain stable.
Last week, gas-phase silica enterprises started production steadily, with sufficient market supply and limited changes in downstream demand. The main focus was on purchasing for essential needs, while production enterprises maintained stable shipments. In the short term, the price changes of raw materials such as methyl trichlorosilane and silicon tetrachloride are limited, and the demand side lacks momentum, making it difficult to support the market. It is expected that the gas-phase silica market will continue to operate steadily.