organosilicon






Last week, the quotation of DMC rose, the maintenance monomer factory resumed operation, and the supply of DMC gradually returned to the normal level; At present, the quotation of mainstream DMC rose to 31500 yuan / ton, and the lowest quotation of some manufacturers fell to 31000 yuan / ton on Friday. Affected by the rising price of raw materials, the quotation of raw rubber and silicone oil increased; The spot supply of silicone oil is tight, but the rigid demand is weak; 107 glue supply is tight, and an appropriate amount of replenishment is made in the downstream before the festival; Raw rubber is mainly based on pre-sale orders, and the supply is tight; Affected by market demand and holidays, the silicone market is expected to fluctuate and maintain stability in the short term.












Gas silicon






The supply of fumed silica in China is tight and the price remains stable. In terms of raw materials, the prices of silicon chloride and methyltrichlorosilane were temporarily stable on Thursday. Affected by the maintenance of some enterprises and the preparation of goods downstream years ago, the supply of gas silicon market is further tight; The price of raw materials is temporarily stable and the cost support is stable; However, new production capacity will be put into operation around the Spring Festival, and the supply will increase. It is expected that the market of fumed silica will fluctuate sideways in the short term.






Metallic silicon






The turnover of industrial silicon market is light, and the silicon price maintains stable operation. The electricity price in several major domestic production areas began to rise, of which the electricity price in Sichuan increased significantly, especially in Liangshan and ABA, and the electricity price of the State Grid has exceeded 0.6 yuan / kwh; The electricity price in Fujian is 0.68 yuan / kwh; The electricity price in Yunnan is 0.48-0.51 yuan / kwh; The electricity price in Xinjiang is 0.31-0.36 yuan / kWh. The sharp increase in electricity price has led to an increase in the production cost of industrial silicon by 2000-3000 yuan / ton compared with previous years. In addition, according to customs data, the export of industrial silicon in December was 63000 tons, an increase of 8.66% month on month. The export of 779000 tons in 2021 exceeded expectations. At present, the social inventory of industrial silicon is large, the domestic downstream procurement behavior is relatively negative, the demand is less than expected, and the power of price rise is insufficient; However, with the rise of electricity price and the increase of industrial silicon production cost, the silicon plants in Southwest China have been shut down for maintenance, and the supply has decreased. At the same time, the product prices in the three downstream fields have increased to varying degrees, and the foreign trade demand is good. The above factors do not support the decline of silicon price. Therefore, the industrial silicon market is expected to maintain stable operation in the short term. (silicon branch)


polysilicon






The price of polysilicon stabilized and rebounded, and the price of silicon materials continued to rise. Among them, the average transaction price of single crystal re feeding, single crystal compact materials and single crystal cauliflower materials increased to varying degrees, with an increase of more than 2%. The biggest price difference of this week's transaction increased to 18000 yuan / ton. The mainstream price of re feeding is concentrated at about 240000 yuan / ton, and most of them have signed new orders in silicon production enterprises. Some orders have been signed until the end of January, others have signed orders in February, and even some orders have been signed until the beginning of March.