Last week, DMC's quotation fell sharply, new production capacity increased continuously, monomer factory inventory was high, there were many sources of goods in the market, and the price of raw metal silicon fell at the same time; At present, the quotation of mainstream DMC is 24200 yuan / ton - 26000 yuan / ton. Affected by the price of raw materials, the quotations of 107 rubber, raw rubber and silicone oil have been reduced, the downstream terminal demand is poor, the market procurement heat is not enough, and the bearish mentality is heavy; Affected by the cost and demand, the price of silicone is expected to stabilize in the short term. If the price continues to fall, it is more likely to rebound in the later stage.


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 weak and stable, and enterprises take more goods on demand; The high price of silicon tetrachloride strongly supports the cost of gas silicon. It is expected that the market of fumed silica will be dominated by weak adjustment in the short term.


The prices of various grades of metallic silicon continued to decline, and the decline of metallurgical grade silicon was large. At present, the downstream demand is still at a standstill. Although the epidemic situation in Shanghai and other places has improved, the demand of relevant aluminum alloy enterprises has not recovered. Under the influence of the international situation, the aluminum price has fluctuated and fell, and the demand for aluminum alloy is light, resulting in a sharp decline in metallurgical grade silicon; The price of silicone fell, the wait-and-see mood of monomer factories increased, and the demand for silicone was weak. At the same time, the rainy season in Southwest China is approaching, and all silicon plants have resumed work one after another. The downstream market is in a strong bearish mood, and the purchase intention decreases accordingly.


Domestic polysilicon prices remained stable. At present, the shortage of polysilicon materials continues, and the price remains stable at different stages. The orders of polysilicon enterprises have been signed, and even the delivery date of some silicon materials has reached the middle of June, and all enterprises have no materials to sign; Secondly, the structural inventory of silicon wafers has not decreased recently, and the rush to buy bulk orders at high prices has eased. Therefore, the market price of silicon material showed a phased stable trend this week.