Last week, DMC's quotation was lowered and manufacturers' willingness to ship goods was enhanced, but the downstream market has not recovered and just needs to purchase; At present, the quotation of mainstream DMC is 26500 yuan / ton - 27500 yuan / ton, and the quotation of some manufacturers increased slightly this week. Affected by the price of raw materials, the quotations of 107 rubber, raw rubber and silicone oil have been reduced, the end consumer market has not been restored, and the willingness of downstream manufacturers to prepare goods is not high; The quotation of rubber compound is close to the cost, and there is little room for reduction; Affected by downstream consumption and export demand, the price of silicone is expected to stop falling and stabilize in the short term. Although there are signs of rising, the rising space is expected to be limited.


Last week, China's fumed silica market remained stable as a whole. In terms of raw materials, the supply of silicon chloride was tight and the price was strong on Thursday; The price of methyltrichlorosilane declined slightly. Gas silicon is mainly produced normally, the downstream demand is weak, and enterprises are cautious in taking goods. The cost of the two processes of gas silicon continues to increase, and the quotation differentiation is obvious. It is expected that the market of fumed silica will be dominated by weak adjustment in the short term.


The metal silicon market operated steadily. At the end of the May Day holiday, the market continued its pre holiday state, mainly on the sidelines of upstream and downstream, and the market transaction was relatively light. Specifically, the epidemic situation in Shanghai and other Jiangsu and Zhejiang regions improved significantly during the holidays, and enterprises at all levels resumed work and production one after another, but the relevant demand has not fully recovered; At the same time, due to the recent stronger profit of industrial silicon than in previous years, the silicon plants in Southwest China are highly motivated to start construction, especially in Sichuan. As of the beginning of May, the number of furnaces opened in the province has reached more than 50, with a large supply. In the case of weak demand and increased supply, the downstream is mainly wait-and-see, and the procurement is relatively negative.