Market Overview: Last week, DMC prices remained stable with a moderate upward trend. The price of silicon metal is weakly fluctuating, methanol prices continue to decline, and the cost side is narrowly declining. The current inventory pressure is controllable, and the mentality of individual factories to raise prices is heating up. Downstream companies are buying at low prices to replenish inventory appropriately, and the market transaction center has slightly shifted upward. The current mainstream quotation for DMC is 11200-12000 yuan/ton, with an actual average transaction price of around 11100 yuan/ton.
Last week, raw material DMC rose, and downstream prices of 107 rubber, raw rubber, mixed rubber, and silicone oil remained stable with small fluctuations. Due to the dual impact of rising costs and weak demand, market competition has intensified. However, organic silicon companies have a strong demand for profit recovery, and organic silicon product prices are expected to continue to rise steadily.
Market Overview: Last week, the overall market for gas-phase silica remained stable. The price of raw material methyltrichlorosilane is at a high level and the supply is still slightly tight. With the support of high costs, some companies are interested in raising their prices.
At present, the demand for downstream mixed rubber and other fields is flat, and the support for gas-phase white carbon black is limited. In addition, with the completion of maintenance by individual manufacturers, the supply of methyl trichlorosilane is expected to gradually resume, and cost support may weaken. Overall, it is highly likely that the gas-phase white carbon black market will continue its narrow consolidation pattern in the short term.
Market Overview: Last week, the spot price of silicon metal remained stable. On the supply side, enterprises in the southwest region have reduced production due to rising electricity prices, supporting industrial silicon prices; Enterprises in Xinjiang and Inner Mongolia have started production steadily, but costs have slightly increased, making it difficult for quotations to rise due to weak demand. On the demand side, the demand for organic silicon has entered the off-season of consumption, with weak demand. The price of polycrystalline silicon is stable, but the expectation of reduced production restricts demand. Only the demand in the aluminum alloy field continues to grow, and the overall driving force on the price of silicon metal is limited. Currently, the silicon metal market is in a game stage of "weak reality and strong cost". Spot prices remain stable under the dual effects of reduced production expectations and cost support, while futures prices fluctuate around the 9000 point mark, reflecting a cautious balance between demand expectations and cost support in the market. The subsequent market will continue to explore new equilibrium amidst fluctuations, and the future trend of the market depends on the reduction of production in the southwest region and the recovery of downstream actual demand.