Weak upward rebound, downward channel open? Silicon industry weekly takes you to forecast the market of silicone, metal silicon and polysilicon this week
Hits: 871
img
organosilicon
Last week, due to the narrowing of metal silicon price decline, the mainstream DMC quotation maintained stable operation; The downstream raw rubber market improved, and the DMC trading volume was good, which supported the DMC price; At present, the mainstream quotation of DMC is still 32500 yuan / ton.
As the price of raw materials stopped falling, the prices of raw rubber, 107 rubber and silicone oil maintained stable operation; The price of foreign brand silicone oil is high, and there is a price reduction in the later stage; The room temperature adhesive market is cold and the demand is small; The demand for raw rubber and compound rubber is good; Some foreign-funded manufacturers are overhauling, and the supply of high-end goods is tight; As the price of metal silicon falls again and the downstream demand is cold, it is expected that the silicone market will be stable and down in the short term.
Metallic silicon
Metallurgical grade prices have operated steadily, and prices in some regions have bottomed out and rebounded; The chemical grade price continues to decline, and the mainstream price is 39500-48000 yuan / ton. There is still a large gap between the chemical grade price in the South and the north. Considering that there are many small enterprises in the south, especially the market transaction is light and the dry season is approaching, some enterprises sell their goods at a low price in order to recover their funds. In the northern region, affected by factors such as the imminent storage in winter and the difficulty in ensuring the quality of raw materials, enterprises are reluctant to sell chemical grade products, and the price is relatively high. It is expected that after December, the southern region will enter the dry season, the bulk bill selling will gradually reduce, and the price gap between the South and the north is expected to be further narrowed.
polysilicon
Polysilicon prices remained stable. On the one hand, not a few first-line silicon enterprises have signed orders until mid December, with no margin to sign, and there is no inventory pressure near the end of the year, so they are not eager to take the initiative to adjust prices in order to promote transactions in the uncertain stage of market trend; On the other hand, the recent price reduction of silicon wafer is the main driving force for the downstream price reduction, but the comprehensive benefit index of silicon wafer enterprises reversely supports that its operating rate remains stable, the demand for silicon material has not decreased, and there is no incremental release of supply in the same period. Therefore, the market price still operates stably under the condition of maintaining a tight balance between supply and demand.
Silicone unit
Shandong region: Dongyue, Shandong is in normal operation, and D4 unit is temporarily shut down; Shandong Jinling maintenance.
Jiangsu and Zhejiang regions: Zhejiang Zhongtian device operates normally; Xin'an operates normally.
Other areas: hengyecheng normal operation; Tangshan Sanyou normal operation; Eken spark is operating normally.