Last week, the price of DMC raw materials fluctuated downward, and the price of DMC fell slightly after a short rise. Among them, the price in Shandong fluctuated greatly, the quotation in other regions was stable, and the market transaction atmosphere improved; At present, the quotation of mainstream DMC is 27000 yuan / ton - 28800 yuan / ton. 107. The quotation of rubber and raw rubber increased, the downstream just needed to purchase, and the transaction atmosphere warmed up, but the end consumer market has not recovered, the sustainability of demand is not enough, and the market wait-and-see mood is heavy; The domestic silicone oil manufacturers collectively closed the disk, and the silicone oil price increased slightly due to the influence of DMC price; Silicone prices are expected to fluctuate slightly in the short term.

Last week, the start-up of China's fumed silica enterprises declined. In terms of raw materials, the supply of silicon chloride was tight and the price remained stable on Thursday; Affected by the silicone market, the price of methyltrichlorosilane continued to decline. As the price difference between tetrachlorohydrin and monochlorohydrin is further widened and the cost difference is obvious, the quotation difference of gas silicon enterprises using the two raw materials is also widened, and the quotation of enterprises using monochlorohydrin has declined; Downstream demand is less affected by factors such as transportation obstruction; It is expected that the market of fumed silica will be adjusted weakly in the short term.


The metal silicon market is under pressure. The main reasons for the continued decline of silicon prices this week are the multi-point spread of domestic epidemic, weak downstream demand and few transaction orders. The epidemic situation is frequent, and most enterprises in downstream organosilicon, aluminum alloy and other gathering places stop maintenance, with weak demand; At the same time, under the epidemic situation, the domestic traffic control is relatively strict and the logistics is not smooth. Especially in East and South China, it is difficult to deliver orders, resulting in general upstream and downstream transactions and relatively light market; In addition, with the superposition of the market buying up and not buying down mentality, the silicon price is under pressure.

Polysilicon prices rose slightly. First, the release progress of domestic polysilicon expansion capacity is less than expected, and the import of overseas silicon materials is blocked due to poor transportation, so the domestic polysilicon supply has little increase; Second, although some silicon wafer enterprises in the downstream have been affected by the shortage of silicon materials caused by the epidemic and logistics, the operating rate has decreased, but at the same time, new production capacity has been released to make up the gap, so the demand for silicon materials remains high; Third, silicon wafer prices hit a high point again, which has a great support for silicon wafer enterprises to maintain a high start-up rate, and ensures the demand for silicon materials to a certain extent.