organosilicon

Last week, DMC's quotation fluctuated downward, and monomer factories were more willing to ship, and most manufacturers lowered their quotations; The price of silicon metal rose on Tuesday, and some manufacturers in Shandong began to make a slight correction; The quotation of mainstream DMC last Friday was 20400 yuan / ton -20800 yuan / ton. Affected by the price of raw materials, the quotations of 107 rubber, raw rubber and silicone oil were lowered; The manufacturer is willing to ship goods, and the downstream market demand is weak, so the goods are prepared carefully; Supported by the price of metallic silicon, the price of silicone is expected to stabilize in the short term.


Fumed Silica

Last week, China's fumed silica market was mainly stable. In terms of raw materials, the supply of silicon tetrachloride is tight and the price is high; The price of methyl trichlorosilane rose slightly. The supply of gas silicon is stable, the supply of goods in the market is relatively sufficient, the downstream market mainly takes goods on demand, and the overall trading in the gas silicon market is stable; Last week, the cost of gas silicon was basically stable. It is expected that the market of fumed silica will fluctuate sideways in the short term.


Metallic silicon

Last week, metal silicon prices rose first and then stabilized. In the first half of the week, the operating rate of downstream organosilicon and aluminum alloy plants increased, driven by the superimposed production cost of industrial silicon, and the market was generally bullish. Therefore, some silicon plants' quotations rose to try to make a deal, and the industrial silicon price went up all the way. After Wednesday, the demand for aluminum alloy and organic silicon in the downstream turned weak, and the industrial silicon market was relatively light, but the downstream polysilicon industry was still in a hot situation. Recently, large silicon manufacturers have successively purchased silicon materials, which has a certain supporting effect on the price of industrial silicon. With the increase of the operating rate in the Southwest during the wet season, the wait-and-see mood in the downstream of the domestic industrial silicon market has grown. However, the silicon plants have a weak willingness to reduce prices under the situation of increased production costs, and the domestic industrial silicon price is expected to operate steadily.


polysilicon

Last week, domestic polysilicon continued its upward trend, with a slight increase: on the one hand, the orders of the top four polysilicon enterprises in China have been oversubscribed to the first ten days or the middle of July, and there is very little remaining to be signed this month. The current situation of silicon material supply shortage supports the continued upward trend of silicon material prices; On the other hand, in June, some enterprises' total domestic polysilicon supply was lower than expected due to power restriction or unplanned shutdown. The lack of supply caused by temporary production reduction led to an increase in short-term urgent orders. Therefore, the current situation of insufficient supply of silicon materials last week intensified again, supporting the increase in market prices.