Market Overview: Last week, DMC prices remained stable with small fluctuations. The price of silicon metal fell weakly, methanol prices rose narrowly, and DMC costs fell narrowly. The industry's operating rate has slightly rebounded, and inventory pressure varies among individual factories, resulting in a weakened willingness to continue offering discounts. But the peak season has not yet arrived, the market lacks upward driving force, and prices are in a stalemate. The mainstream quotation for DMC is 10700-11500 yuan/ton, and the actual average transaction price is around 10700 yuan/ton.
Last week, the prices of DMC raw materials remained weak and stable, with average downstream and terminal demand. Prices of 107 rubber, raw rubber, mixed rubber, and silicone oil remained stable with partial declines. The buyer and seller are deadlocked in a game, and the price of organic silicon products is in a dilemma, with narrow fluctuations expected in the short term.
Last week, the market for gas-phase silica operated smoothly, with no adjustments to enterprise quotations and actual transaction prices fluctuating slightly. The raw material methyl trichlorosilane stabilizes at a high level.
Last week, as September entered, the overall trading atmosphere in the market did not show a significant increase. Downstream industries such as silicone rubber are mainly driven by rigid demand, and overall they are still in a state of oversupply, with significant inventory pressure on enterprises. In the short term, market demand is unlikely to improve significantly, and with the support of high raw material costs, there is limited room for further decline in silicon gas prices. The mainstream quotation will focus on stability.