Metal silicon: the price of metal silicon fell sharply, mainly because the downstream demand was not strong, and the price of silicone products fell sharply, which could not support the high price of metal silicon. It is expected that the price will be corrected, but the correction space is limited.


Upstream of organosilicon: influenced by the decline of metal silicon and the downturn of downstream demand, the actual transaction price of organosilicon is much lower than the quotation, and it is expected that the quotation will be corrected in the near future.


Downstream silicone: according to normal logic, downstream silicone enterprises will benefit from the sharp decline in the price of upstream raw materials. However, recently, the price of raw materials has fallen sharply, and the share prices of downstream listed companies are also falling sharply. The sharp decline in the prices of downstream sealant enterprises such as Sibao, Jitai and Huitian also shows that the consumer market is depressed and everyone is not optimistic about the silicone consumer market.


The price of silicon wafers in central decreased across the board, with a maximum decrease of 12.5%. On December 2, central lowered the price of silicon wafers. Compared with the price of silicon wafers in previous November, G1 silicon wafers decreased by 0.52 yuan / piece, and the quotation was 5.15 yuan / piece, with a decrease of 9.1%; M6 silicon wafer decreased by 0.72 yuan / piece, and the quotation was 5.05 yuan / piece, a decrease of 12.48%; G12 silicon wafer (170) μ m) The price decreased by 0.55 yuan / piece, and the quotation was 8.55 yuan / piece, a decrease of 6.04%. The quotation for newly added M10 silicon wafer is 6.21 yuan / piece, and the quotation for newly added super large silicon wafer is 218.2mm yuan / piece.


Shipping charges have returned to the upward trend, and a large area of European and American routes have been suspended. Due to the continuous tightening of shipping space, many freight forwarding companies predict that the shipping freight rate will continue to rise in December. Recently, due to the spread of the new crown variant virus Omicron in Africa, the global epidemic has fermented again, coupled with the mismatch between supply and demand caused by the lack of containers and the shortage of collection and distribution workers, the shipping sector, which has been "stopped" for a while, has become hot again.