Market Overview: Last week, DMC prices were mainly stable. The price of silicon metal has fallen, methanol prices have fluctuated narrowly, and cost support has weakened. The operating load of individual factories has further decreased, pre-sale orders have been delivered, inventory pressure is controllable, and prices remain high. Downstream consumption is mainly based on previous inventory. The current mainstream quotation for DMC is 13500-14000 yuan/ton, and the actual transaction price is around 13600 yuan/ton. Last week, the prices of DMC raw materials remained stable, and the prices of 107 rubber, raw rubber, and mixed rubber also remained stable. The price of silicone oil remains stable with localized increases. Raw material DMC will continue to operate steadily, and it is expected that the overall price of organic silicon market will remain stable in the short term.
Market Overview: Last week, the overall market for gas-phase silica remained stable and upward, with some foreign companies raising prices. The raw material methyl trichlorosilane continues to rise at a high level and supply is tight, putting significant cost pressure on the company at present. Last week, the downstream silicone market prices showed an upward trend, and the demand for gas-phase silica was maintained. Although there was no large-scale hoarding behavior, the procurement frequency increased. The downstream market still needs some time to digest the current price of silicon gas. Under the joint influence of upstream and downstream factors, the production cost support of silicon gas is relatively strong, and the market supply may show a tightening trend. Overall, it is expected that the price of silicon gas will continue to rise in the future.