Global Organic Silicon Network, December 10th News: Yesterday, the stock price of Hesheng Dongyue rebounded significantly, with Hesheng rising 2.51% and Dongyue rising 4.31%, with a total trading volume exceeding 1.2 billion yuan. News: On December 9th, a "giant" company with a registered capital of 3 billion yuan was established, indicating the arrival of a 3 billion yuan "anti internal competition" national platform! According to the General Administration of Customs, in the first 11 months, China's total import and export value of goods trade was 41.21 trillion yuan, a year-on-year increase of 3.6%. Exports amounted to 24.46 trillion yuan, an increase of 6.2%; Imports amounted to 16.75 trillion yuan, an increase of 0.2%. ASEAN, the European Union, and the United States are China's top three trading partners, with a total trade value of 6.82 trillion yuan, 5.37 trillion yuan, and 3.69 trillion yuan, respectively, an increase of 8.5%, 5.4%, and a decrease of 16.9%. China's imports and exports to countries jointly building the "the Belt and Road" totaled 21.33 trillion yuan, up 6%.
DMC market: The organic silicon market has entered a new stage, and the market pattern presents new characteristics. Entering Tuesday, the overall quotations from major companies remained stable, with DMC mainstream quotes remaining in the range of 13500-14000 yuan/ton. In terms of cross year layout, there are differences in strategies among enterprises, with each company adjusting their pace based on their own orders and inventory situation, and varying market attitudes.
From the perspective of the spot market, regional trends have shown differentiation. DMC prices in East and South China have slightly increased by 50-100 yuan/ton, while there is a discount space of about 50 yuan/ton in actual order negotiations in North China. Some grassroots traders, in order to recoup funds and reduce inventory, hope to conduct a final round of surge before the Spring Festival, with shipment prices below 13500 yuan/ton, which will put some pressure on local market prices.
However, most industry insiders believe that the difficulty of securing new orders within the limited time frame at the end of the year is increasing. There are many internal and external interference factors in the market, including downstream demand entering the traditional off-season and tightening liquidity of terminal enterprise funds, which all constrain the sustained upward trend of the market. Overall, the current organic silicon market is intertwined with both bullish and bearish factors, and it is expected to continue the trend of consolidation in the short term. Enterprises are becoming more cautious in their operations.