Last week, the DMC quotation was mixed, and the single factory received orders better, but the inventory was high, and the overall DMC quotation remained stable; At present, the quotation of mainstream DMC is 26200 yuan / ton - 27000 yuan / ton. The quotations of 107 rubber and raw rubber were slightly reduced, the market wait-and-see mood was heavy, and the overall procurement was lack of enthusiasm; The actual demand for rubber compound is not good, and the quotation is reduced; Affected by the DMC price last week, the quotation of silicone oil decreased sharply this week; Silicone prices are expected to stabilize in the short term.


Last week, China's fumed silica market held steady temporarily. 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. The shipment of gas silicon enterprises is normal and the supply is sufficient; The downstream demand is still unclear, and enterprises take more goods on demand; The price differentiation of raw materials is still obvious. The market trading atmosphere is weak, and it is expected that the weak adjustment of fumed silica market will be dominated in the short term.


Metal silicon prices are under pressure. Although the epidemic situation in Shanghai and other places has improved, the recovery of downstream demand is general, superimposed with the accumulation of early-stage factories, traders and port inventory, the downstream mainly consumes early-stage products, and the procurement demand is weak. In addition, the wet season in Southwest China is coming, and the market supply is expected to increase. The downstream is bearish, and the price holding mentality is relatively strong. At the same time, some silicon factories sold at a small price in order to promote the transaction and return the funds. Therefore, in view of the above factors such as sufficient supply and weak demand, the industrial silicon market has maintained a weak operation in the near future, with silicon prices mainly falling and fluctuating.


The driving force of the recent silicon material price rise is mainly reflected in the fact that the supply increment is less than the demand increment. Under the condition of relatively high silicon wafer profit level, the willingness of new and old enterprises to increase the operating rate is relatively strong, resulting in a significant increase in silicon material demand. However, in the same period, the silicon material expansion enterprises are affected by the poor transportation of the epidemic to varying degrees, and the production expansion increment is less than expected. Therefore, the silicon material enterprises in the near future, whether in executing the original orders, In terms of meeting the demand for new capacity, they are slightly beyond their ability, so the supply shortage of silicon material market continues.