Last week, the quotation of DMC rose sharply, the quotation of metal silicon 421 increased sharply, and there were many pre-sale orders in the main monomer factories, resulting in tight spot supply of DMC; At present, the quotation of mainstream DMC is 37000 yuan / ton, and that of some manufacturers is 39500 yuan / ton. Affected by the price of raw material DMC, the quotation of 107, raw rubber and silicone oil increased; Silicone oil exports are optimistic, and foreign brands of silicone oil continue to rise, while domestic silicone oil has a large increase; 107. Most raw rubber factories are closed, resulting in tight supply; Affected by market demand and raw material prices, the price of silicone is expected to fluctuate at a high level in the short term.






Gas silicon






China's fumed silica enterprises continued to rise. In terms of raw materials, the supply of silicon chloride tightened on Thursday, the price rose, and the price of methyltrichlorosilane fluctuated sideways. Gas silicon enterprises have full orders and tight supply; The downstream demand has fully recovered, and the sharp rise in the silicone market has significantly boosted the gas silicon enterprises; The price of raw materials has a further upward trend; It is expected that the market of fumed silica will consolidate at a high level in the short term.


Metal silicon prices continued to rise. Supply side: the number of furnaces opened in dry season in Sichuan is small. Due to power shortage in Baoshan, Yunnan, the operating rate of silicon plants has decreased to varying degrees. The factories in Dehong are undergoing environmental protection transformation recently, and the number of furnaces opened is small. On the whole, the output supply in Southwest China is tight; Demand side: the downstream polysilicon and silicone markets are hot recently, and there is a strong demand for metal silicon. At the same time, the prices of silicone and polysilicon are rising all the way, and the acceptance of the price rise of metal silicon is increasing; Cost side: the electricity price in domestic production areas is high, and the smelting cost of metal silicon production is higher than that in previous years.


polysilicon






The main reason for the continued rise in polysilicon prices is that the increase in the production expansion and release of large domestic polysilicon front-line plants is less than expected, and the split line maintenance of individual overseas polysilicon enterprises is still in progress. In the same period, the silicon material procurement volume of silicon wafer enterprises is still increasing in order to meet the demand of increasing operating rate. Therefore, at present, domestic polysilicon is still in a state of supply shortage, and there is almost no inventory in all links The short-term market supply and demand is expected to be clear, and other factors support the slight rise in polysilicon prices this week.