Last week, the quotation of DMC rose slightly. By the end of the year, the sentiment of covering positions in the downstream increased significantly, the demand of DMC increased significantly, and the monomer inventory decreased; Now the mainstream quotation of DMC rises slightly to 24500 yuan / ton, and the quotation of some manufacturers rises to 25500 yuan / ton. The quotation of raw rubber and silicone oil is reduced; Adequate supply of silicone oil; Room temperature glue manufacturers' low-cost position replenishment increased, 107 glue transactions increased, and the price was slightly corrected; There are many replenishment positions in the downstream of raw rubber recently, the inventory of monomer factory is low, and some orders are suspended. In the near future, the stability of raw materials is maintained, and the replenishment of downstream positions is good. It is expected that the price of silicone will remain stable this week, and some products will rise slightly.






Gas silicon






China's fumed silica market continued to decline, and the actual transaction was 23000-30000 yuan / ton. In terms of raw materials, the prices of silicon chloride and methyltrichlorosilane also continued to decline on Thursday. The price of raw materials continued to decline, especially silicon tetrachloride fell more, and the cost support weakened; The supply and demand of domestic gas silicon enterprises is stable, and the downstream is mostly purchased on demand, with a strong expectation of decline. It is expected that the market of fumed silica will continue to consolidate weakly in the short term.


Metallic silicon






Metal silicon prices continued to decline slightly. There are some periodic inspection rounds in Xinjiang, and the supply capacity is slightly down; The continuous boiler shutdown occurred near the Spring Festival in Southwest China. The price of downstream silicone and aluminum alloy industry showed signs of rebound, the procurement and preparation plan increased, and the market transaction turned positive. However, due to the large inventory in the overall market, the downstream price reduction mentality is strong. It is expected that the market price of metal silicon in the later stage will be dominated by weak and stable trend.


polysilicon






Polysilicon prices continued to decline. The main reason is that the turnover of silicon material enterprises is light for two consecutive weeks, some silicon material enterprises have a small amount of inventory backlog, at the same time, the production expansion increment of individual enterprises has been released, and the silicon wafer enterprises maintain a relatively low operating rate in the same period, resulting in the continuation of the market relationship that the silicon material supply exceeds the demand. From the aspect of silicon wafer, the current low operating rate can not fully meet the downstream demand, and the silicon wafer price has shown upward signs. It is expected that the decline of silicon material price will stimulate the increase of silicon wafer operating rate to a certain extent, and the increase of silicon material demand will support the stable operation of polysilicon price.


Export






Maritime congestion in Singapore port has intensified, and the price of containers on some routes has increased tenfold: with the continuous recurrence of the epidemic, port congestion has been staged in many countries around the world this year. Singapore port is one of the largest container ports in the world. This year, the port congestion is very severe. The waiting time of seagoing ships in the port has changed from 2-3 days to 7-10 days; The price of containers has increased 3-5 times, and some routes have even increased 10 times. In order to shorten the waiting time at the seaport, many container ships are transferred to inland ports for customs clearance, and then transported to their destination by rail and road.






Impact of epidemic rebound






Affected by Omicron, nearly 6000 flights around the world were cancelled this weekend: according to Agence France Presse on the 25th, according to the data of flight tracking website, affected by the spread of Omicron mutant, nearly 6000 flights were cancelled and thousands of flights were delayed in western countries this Christmas weekend. According to the report, flight tracking website flightaware Com data show that on the 25th day alone, more than 2620 flights around the world were cancelled, of which 929 flights either started from U.S. airports or are about to go to the United States.






Suspension of inter provincial tourism activities in Yunnan Province: on the 25th, the Department of culture and tourism of Yunnan Province issued an emergency notice on the suspension of inter provincial tourism activities, requiring that the operation of inter provincial team tourism, "air ticket + Hotel" business and tourism special train business by provincial travel agencies and online tourism enterprises be suspended immediately. Inter provincial tourism activities will be resumed when there are no medium and high-risk areas in the province. The 19 previously announced land border port counties and cities will suspend inter provincial team tourism and "air ticket + Hotel" business until March 15, 2022.