Last week, DMC prices first stabilized and then rose. Metal silicon is weakly stable, methanol prices are declining, and cost support continues to weaken. Shandong's major factories have reduced production, coupled with industry conference news, and downstream wait-and-see sentiment continues to weaken. Inquiry activity and purchasing willingness have increased synchronously, and the atmosphere for new order transactions has improved. After the meeting, DMC prices generally increased by 300 yuan/ton. The current mainstream quotation for DMC is 14000 yuan/ton, but the actual transaction price is around 13700 yuan/ton.
Last week, the price of DMC raw materials rose, and after the industry conference, the mainstream organic silicon products offered by individual factories generally increased by 300 yuan/ton. It is expected that downstream enterprise quotations will gradually rise next week, and in the short term, the organic silicon market will mainly digest the increase.
Last week, the market for gas-phase silica remained stable with some gains - high priced products made up for the increase, while low-priced products remained stable. Although the price of Class A has slightly loosened, enterprises are still under significant cost pressure.
Last week, the market for gas-phase silica showed a basic balance between supply and demand, with strong cost support. The downstream silicone market's procurement of gas silicon is mainly based on the replenishment of essential inventory, while the shipment volume has increased due to the consumption of terminal daily necessities before the Spring Festival and pre holiday stocking. Overall, it is expected that the silicon gas market will maintain a stable to strong operating trend.
Last week, the spot price of silicon metal remained stable. On the supply side, overall production is stable, with slight reductions in some areas. Supported by the New Year's Eve atmosphere and long-term orders, companies have maintained their cash costs in their quotations, while futures have improved and shipments have rebounded. However, the willingness to lower prices under long-term order pressure is weak. Although some enterprises have incurred losses, they still maintain normal production in order to complete their annual production plans and fulfill long-term orders. On the demand side, organic silicon and polycrystalline silicon enterprises have jointly reduced production, and the demand for metallic silicon is still at a low level; The demand for aluminum alloys is constrained by seasonal factors, with limited driving force. The current market is dominated by weak demand, with slow depletion of social inventory and local re accumulation, resulting in significant resistance to price increases. Although there is cost support on the supply side, demand has not substantially rebounded and inventory has not increased