Last week, DMC prices remained stable with a moderate downward trend. The price of silicon metal fluctuated narrowly, methanol prices fell, and costs fell narrowly. Downstream demand is weak, and there is a strong bearish sentiment towards price pressure. Shandong's major factories suddenly raised prices, and some enterprises followed suit or closed down, causing a stalemate between buyers and sellers. The current mainstream quotation for DMC is 11200-12000 yuan/ton, with an actual average transaction price of around 10900 yuan/ton. Last week, raw material DMC fell, and downstream prices of 107 rubber, raw rubber, mixed rubber, and silicone oil remained stable, with localized narrow declines. Individual factories intend to raise prices, but with the arrival of the off-season and a strong wait-and-see sentiment in the market, it is expected that the price range of organic silicon products will mainly fluctuate in the short term.
Market Overview: Last week, the market for gas-phase silica remained stable, with both high and low transaction prices. The price of raw material methyltrichlorosilane remains stable at a high level, and the supply is becoming tight, which puts pressure on some enterprises to reduce production. At present, the raw material side provides strong support for gas-phase white carbon black, but the downstream mixed rubber market has shown lackluster performance and insufficient demand support, with gas-phase white carbon black being the main demand for shipment. Overall, it is expected that the market for gas-phase white carbon black will continue to maintain a stable trend in the short term.
Market Overview: Last week, the market for gas-phase silica remained stable, with both high and low transaction prices. The price of raw material methyltrichlorosilane remains stable at a high level, and the supply is becoming tight, which puts pressure on some enterprises to reduce production. At present, the raw material side provides strong support for gas-phase white carbon black, but the downstream mixed rubber market has shown lackluster performance and insufficient demand support, with gas-phase white carbon black being the main demand for shipment. Overall, it is expected that the market for gas-phase white carbon black will continue to maintain a stable trend in the short term.
Market Overview: Last week, the price of polycrystalline silicon remained weak and stable. The market activity is low, the overall transaction atmosphere is light, the number of mainstream signing companies has decreased to 3-4, and the order size has decreased month on month. The market price remains stable, mainly influenced by two factors: on the demand side, the market's expectations for photovoltaic installation in the fourth quarter are weak, the increase in battery module orders is limited, the operating rate of silicon wafer enterprises remains stable, and the willingness to stockpile silicon materials is weak; On the supply side, although the monthly average production of polycrystalline silicon in the fourth quarter increased to around 130000 tons, a month on month increase of 8.3%, most companies have reached near saturation of orders this month, with very little remaining supply. Therefore, in the weak supply-demand pattern, overall market trading is sluggish. The current situation of oversupply in the polysilicon market has not fundamentally improved, and it may maintain a weak and stable operation in the short term under policy expectations.