organosilicon

Last week, the DMC quotation fell sharply. Recently, the market was depressed, the inventory of monomer factories was further overstocked, and the manufacturers' willingness to reduce prices and ship goods increased. However, the metal silicon price fell, and the market bearish sentiment continued; The current mainstream DMC quotation is 23000 yuan / ton -24000 yuan / ton. Affected by the price of raw materials, the quotations of 107 rubber, raw rubber and silicone oil have been significantly reduced, the supply and demand are unbalanced, the market is bearish, the transaction atmosphere is poor, and just need to purchase; Affected by the cost and supply and demand, it is expected that the price of silicone will decline slightly in the short term.


Gas silicon

Last week, China's fumed silica market held steady temporarily. In terms of raw materials, the supply of silicon tetrachloride is tight and the price is high; The price of methyl trichlorosilane declined slightly. The air silicon market continued the trend of last week, and the market trading atmosphere was relatively flat; The supply of gas silicon is sufficient, while the downstream demand is weak and stable, and enterprises take 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 weak and stable in the short term.


Metallic silicon

The prices of metal silicon brands are under pressure. The electricity price in the wet season in Southwest China has been lowered. With the recent drop in the prices of raw materials, such as silicon coal and oil coke, the production cost of industrial silicon is expected to be reduced. According to preliminary statistics, when the electricity price is 0.36 yuan / kWh, the production cost of industrial silicon is about 17000 yuan / ton, which is 1800 yuan / ton lower than that at the end of April and the beginning of May. There is more room for silicon factories to reduce prices. Therefore, the upstream and downstream are mainly on the sidelines, and the price of industrial silicon fluctuates downward. With the improvement of domestic demand in the later period, the economic situation is clear, the demand for silicone and aluminum alloy is picking up, and the silicon price is expected to stop falling and stabilize.


polysilicon

Domestic polysilicon prices remain stable, but the rise is still on, mainly reflected in: first, the orders of silicon material enterprises are oversubscribed, and the inventory of some enterprises is "negative half month output"; Second, the frequency of expediting for signed orders is high; Third, high priced retail orders continue to be traded. It can be seen that the current situation of silicon material shortage continues in the near future, which supports the upward channel of silicon material price. The price remained stable this week, mainly due to the phased oversubscription of silicon materials, and there was no material available. If there was no mainstream transaction, the market price showed a phased stable trend.