The game continues! At present, many individual factories are still closed and not reporting, but under the calm situation, there is a surge of liquidity, and the market has entered a anxious game. From the perspective of the DMC market, individual factories continued to tentatively rise during the month, and even launched a comprehensive rebound at the end of the month due to the impact of rising costs, fermentation, and sudden accidents in some facilities. However, most downstream enterprises have sufficient supply of goods, and their ability to accept orders at high levels is limited due to the suppression of terminal demand. The main major factories took advantage of the situation to accept single batches, and the orders were mostly placed until mid to late August, indicating a strong willingness to raise prices. However, with the gradual restoration of parking facilities, high priced new transactions have been hindered, and some individual factories are under pressure to accumulate inventory. Therefore, there are differences in the consensus on raising prices. Under the closure, transactions are also being carried out in moderation, with a focus on maintaining stability. As of July 30th: DMC quoted 12300-12500 yuan/ton before closing, with a monthly increase of 1800 yuan or 16.98%. This week, each individual factory arranged production orders in an orderly manner. After a round of stocking up in the middle and downstream, inventory still needs to be digested, and some companies are still cautiously exploring price cuts to avoid risks, resulting in a slight loosening of market transaction prices. In the future, with the expected support of the "anti involution" policy, the industrial silicon market continues to fluctuate upwards. On July 30th, the main contract for industrial silicon, 2509, turned red again, closing up 200 to 9285, an increase of 2.20%. The spot side 421 metal silicon was reported at 10300-10600 yuan/ton, and the cost side support is still strong. Therefore, the supply of organic silicon increased in August, and the market's bearish sentiment is also heavy. However, in the context of high costs, the downward space for organic silicon is still very limited.