The current DMC market is experiencing a game of price and demand. The weakening of cost support, coupled with continuous pressure from downstream enterprises, has led to a steady decline in the market price center. Today's average price has reached 10850 yuan/ton, a decrease of 100 yuan/ton from the previous working day. It is worth noting that as the price approaches the psychological expectations of some buyers, the market purchasing sentiment is quietly changing. Downstream enterprises have begun to strategically replenish their inventory, injecting a touch of vitality into the sluggish market with the increase in new order volume. This indicates that the current price level has initially stimulated potential demand, and the market may find a weak equilibrium point in the short term.
Raw material side: In the short term, the fluctuation of silicon metal prices is the main trend.
Supply side: The willingness of individual factories to accept orders has increased, and the operating load is at a high level.
On the demand side: downstream purchases are mainly made in moderation at low prices.
Recently, the project of producing 13000 tons of electronic grade ethylene based series organic silicon new materials and 5000 tons of methoxy based series organic silicon new materials for chips annually has entered the trial production stage, and is expected to enter formal production in one month. After the project is fully put into operation, it is expected to achieve an output value of 25 million yuan this year. The picture shows workers debugging equipment.
It is reported that the total investment of the HuaNaiDe project is 260 million yuan. The project uses liquid alkali, steam, methanol, hydrogen peroxide and other raw materials in the park. The first phase will build a production line with an annual output of 5000 tons of vinyltrimethoxysilane, 2000 tons of methyl orthosilicate, 2000 tons of (2.3 epoxypropoxy) propyltrimethoxysilane, 3000 tons of ethyl silicate, 1000 tons of organosilicon modified silicone resin and curing agent.
After the project is put into operation, it will provide electronic grade silane new material products for domestic chip enterprises to solve key material problems in the electronics industry. The person in charge introduced that the second phase will also be launched on schedule. Next, they will continue to expand production around the first phase of the product and extend the product industry chain, creating a closed-loop loop for the organic silicon methoxy series and organic silicon chip material industry chain.