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DMC soared by 12000. When is the silicone market hot?

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This week, the domestic single crystal re feeding price range was 240000-249000 yuan / ton, and the average transaction price rose to 244900 yuan / ton, with a week-on-week increase of 0.78%; The price range of single crystal compact is 238000-247000 yuan / ton, and the average transaction price rises to 242400 yuan / ton, with a weekly increase of 0.71%.


This week, the average transaction price of domestic single crystal re feeding rose to 244900 yuan / ton, with a weekly increase of 0.78%; The average transaction price of single crystal compact rose to 242400 yuan / ton, with a weekly increase of 0.71%. The price of silicon material has risen for the sixth consecutive week since it returned to the rising trend on January 12.


Silicon metal market








Recently, the price of metal silicon has continued to rise, mainly due to the rising price of reducing agent and the high cost of electricity price, and the shutdown of some metal silicon enterprises. At present, the downstream demand is good, the price of silicone is rising, and the price of metal silicon is expected to continue to rise.






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In 2021, China's textile and clothing exports reached a record high, with a year-on-year increase of 8.4%. According to CCTV news, today, China Textile Industry Federation learned that the national textile and clothing exports reached 315.5 billion US dollars in 2021, a record high, with a year-on-year increase of 8.4%. It is understood that in 2021, supported by factors such as the rebound of overseas consumer demand and the return of some orders, China's clothing export reached US $170.28 billion, a year-on-year increase of 24.0% and 16.0% compared with that before the epidemic, which was the best level since 2015, driving the export of textiles and clothing to a record high.






The silicon industry branch issued an early warning of overheating of polysilicon investment, and it is expected that there will be 760000 T / a excess capacity: according to the statistics of the silicon industry branch, China's polysilicon capacity is expected to be 3 million T / a by the end of 2025. If overseas supply is included, it can meet the global installed capacity demand of about 1000gw. Experts predict that by 2025 and 2030, the global PV installed capacity demand will reach 400gw and 1000gw, and the demand converted into multi product silicon will reach 1.3 million tons and 3 million tons, that is, from 520000 tons / year capacity at the end of 2021 to more than 2 million tons / year, there must be 1.5 million tons / year capacity increment to realize new construction or expansion. The industry has incremental prospects, but the 760000 tons / year planned for over investment will become excess capacity.

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