Last week, DMC prices in Shandong rebounded slightly, and the quotations of main monomer factories in other regions were stable; At present, the mainstream DMC quotation is 39000 yuan / ton, and the spot transaction price is 35000 yuan / ton. 107. The quotation of raw rubber and silicone oil is basically stable; Affected by public health incidents, the phenomenon of production reduction and parking in the downstream has increased, the market demand has further weakened, the transaction atmosphere is cold, and the demand for silicone oil export has decreased; Most manufacturers have sufficient pre-sale orders, so the price has not fallen; However, affected by market demand, the price of silicone is expected to continue to decline in the short term.






Gas silicon


China's fumed silica enterprises continued to rise. In terms of raw materials, on Thursday, the supply of silicon chloride tightened, the price rose, and the price of methyltrichlorosilane rose slightly. Gas silicon enterprises mainly produce early orders, with full orders and low inventory; The downstream market takes goods on demand, and the epidemic restricts the downstream construction, which weakens the demand to a certain extent; The price of raw materials has a further upward trend; It is expected that the market of fumed silica will fluctuate at a high level in the short term.


The price of metal silicon remained stable as a whole, and the market transaction atmosphere became lighter. Supply side: Yunnan production area is greatly affected by the epidemic, inconvenient transportation of raw materials and blocked production, resulting in tight market supply; At the same time, the factory has more orders in the early stage, less inventory, increased superimposed electricity price, and the prices of raw materials petroleum coke, silica and coal rise, resulting in increased production costs and weak willingness of silicon factory to reduce prices. Demand side: the downstream market sentiment is negative and the willingness to purchase industrial silicon is weak. The upstream and downstream are in the stalemate game stage, and the silicon price operates stably.


Polysilicon prices rose slightly. It is mainly due to the superposition of factors such as the lower than expected increase of domestic silicon material supply in March, the high operating rate of existing silicon wafer enterprises and the fast release progress of silicon wafer production expansion increment, resulting in the phased shortage of silicon material in the whole March. Therefore, under the condition of relatively clear market supply and demand, the price of monthly bulk order basically continues the price rise of long order at the beginning of the month.