Supply is in short supply, DMC is on the rise! Organic silicon patent war, Wanhua wins back! Dow Zhangjiagang 3350 tons completed acceptance!
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Market Overview: The domestic organic silicon DMC market has seen an increase, with an average market price of 11200 yuan/ton, up 100 yuan/ton from the previous trading day. On the one hand, multiple individual production units have entered the maintenance cycle, resulting in a continuous decline in the overall operating load rate of the industry; On the other hand, the pre holiday pre-sale orders have entered a centralized delivery stage, further exacerbating the tense situation in the spot market. As a result, mainstream individual factories have raised their prices today, and the actual transaction focus has also shifted upwards. The tight supply situation has effectively stimulated the purchasing willingness of downstream enterprises, and the market inquiry activity has significantly increased. The overall trading atmosphere has significantly rebounded compared to yesterday. Raw material side: The raw material metal silicon runs with strong oscillation. Supply side: The dual factors of "maintenance and production reduction" and "order delivery" resonate, and DMC spot supply continues to be tight. Demand side: Downstream inquiries have increased, and the transaction atmosphere has significantly improved.