Last week, affected by the reduction of metal silicon price, the mainstream DMC quotation was stable and down; There are few downstream transactions, which are still mainly wait-and-see; Now the mainstream quotation of DMC is reduced to 31000 yuan / ton, and the lowest is 29500 yuan / ton.


Due to the reduction of raw material prices, the prices of raw rubber, 107 rubber and silicone oil all decreased; The output of imported silicone oil decreased, which played a certain support for domestic silicone oil; The market of room temperature adhesive is depressed and the demand is low; The demand for mixed rubber is acceptable, and the raw rubber inventory is at the bottom; Affected by the continuous decline of metal silicon price, the silicone market is expected to be stable and downward in the short term.


The price has gradually dropped, and the metal silicon silicone has gradually dropped to a reasonable range. At present, the actual transaction price is lower than the quotation. Downstream orders are gradually restored, the silicone industry chain is moving towards rationalization, and downstream products will also usher in a wave of outbreak. If we can seize the opportunity and expand the application of downstream silicone products, we will get rich returns in a new cycle.


Last week, China's fumed silica market continued to decline and the quotation range widened. In terms of raw materials, the price of silicon chloride remained stable on Thursday; The price of methyltrichlorosilane remained stable. The start-up of gas silicon is generally, but the overall supply and demand is relatively stable due to the weak downstream demand; The price difference between silicon tetrachloride and methyl chloride has widened, and the quotation of gas silicon enterprises has widened due to the impact of cost. It is expected that the fumed silica market will continue to be weak in the short term.


polysilicon


Polysilicon prices remained stable. The main reason is that there is no increase in supply, the downstream destocking, the market transaction is extremely shrinking, and the wait-and-see mood is strong. On the supply side, although two new projects were put into operation in November, the actual output was very small. In addition, due to the maintenance of some enterprises, the domestic output did not increase greatly, and the silicon material enterprises did not take the initiative to reduce the price to promote the transaction; From the downstream demand side, the prices of various varieties in the industrial chain have been continuously reduced recently and Longji officially announced a sharp price reduction yesterday, so as to reduce inventory and put pressure on silicon enterprises at the same time. When the two sides did not reach a unified understanding of the price, the market turnover showed an extreme contraction.