Last week, the price of DMC fell, and the quotation after the festival was lowered. Some quotations in Shandong rose by 2000 yuan. Other regions followed up the adjustment, and the quotation in the second half of the week was stable; The current mainstream DMC quotation is 22000 yuan / ton -22500 yuan / ton. Affected by the price of raw materials, the quotations of 107 rubber, raw rubber and silicone oil first fell and then rose. However, the market demand is weak, and it is difficult to stimulate downstream procurement by raising prices. The overall transaction atmosphere is poor, and replenishment is mainly needed just now; Affected by the cost and supply and demand, the price of silicone is expected to stabilize in the short term.


Last week, China's fumed silica market was sideways adjusted. In terms of raw materials, the supply of silicon chloride was tight on Thursday, and the price was high; The price of methyl trichlorosilane remained stable at a low level. The supply of gas silicon increased steadily, and enterprises took more goods on demand; The downstream market has improved slightly, and the order volume has increased, but the overall wait-and-see mood is still strong. It is expected that the market of fumed silica will be weak and stable in the short term.


The decline in silicon prices narrowed. On the one hand, the price of industrial silicon continued to fall in May, resulting in a sharp reduction in factory profits. In particular, the price of metallurgical grade silicon was at a low level, resulting in a serious inversion in the cost of some silicon factories. As a result, the willingness of silicon factories to yield profits and reduce prices was weakened, and the price support sentiment was strong; On the other hand, the demand side of organic silicon and aluminum alloy has not fully recovered, and the sluggish consumption has affected the downstream manufacturers' purchasing rhythm of raw material industrial silicon. At the same time, the manufacturers are still depressed, and the inquiry and replenishment are slow. The upstream and downstream sides of domestic industrial silicon were in a stalemate, and the silicon price fell and consolidated.


Domestic polysilicon continued to rise slightly. On the one hand, in the case of relatively considerable silicon wafer profits, the silicon wafer enterprises in production and expansion enterprises are more willing to maintain a high start-up rate, and the raw material support ability determines the profitability to a certain extent. Therefore, the current situation of rushing to buy silicon materials leads to the increase of polysilicon demand; On the other hand, the downstream demand continued to be strong. In May, there were not a few enterprises that oversigned the orders in June, resulting in a significant reduction in the available margin in June. Therefore, the current situation of silicon material supply shortage was exacerbated to a certain extent, and the market price continued to rise slightly.