Last week, the quotation of DMC was lowered, the price of metallic silicon fell sharply, and the manufacturers were willing to ship. Most manufacturers lowered their quotations, but the market transaction was poor. The quotation of mainstream DMC was 18800 yuan / ton -20300 yuan / ton. The quotation of 107 rubber, raw rubber and silicone oil were all reduced. The price of raw materials fell; The downstream market demand is not hot enough, and the wait-and-see mentality continues; The manufacturer is willing to ship goods, and the quotation is reduced; Subject to production costs, it is expected that the price of silicone is expected to stop falling and stabilize in the short term.


Last week, China's fumed silica market was mainly stable. In terms of raw materials, the supply of silicon tetrachloride is tight, and the high price is strong; The price of methyl trichlorosilane remained basically stable. The supply of gas silicon is stable, the market supply is relatively sufficient, the downstream market is weak and stable, and enterprises mainly pick up goods on demand; The high price of silicon tetrachloride supports the cost of gas silicon. It is expected that the gas-phase silica market will mainly fluctuate sideways in the short term.


Last week, silicon prices fell again. Under the expectation that the domestic industrial silicon operating rate will continue to rise, the market pessimism continues to spread, and the industrial silicon price shows a downward trend. Downstream procurement is also waiting for the price trend to be further clarified, and the market has a strong wait-and-see atmosphere. Although the market price showed a downward trend, the high production cost formed a favorable support for the market price. At the same time, the domestic economy is gradually getting rid of the impact of the previous epidemic, and downstream demand is rapidly recovering. In addition, according to customs data, the export market of industrial silicon is also improving. To sum up, the price is expected to stop falling and stabilize under the expected continuous recovery of market demand and cost support.


Last week, domestic polysilicon continued to rise, and the increase continued to increase: first, an enterprise in Xinjiang stopped maintenance outside the plan, resulting in the sudden interruption of some of its long-term single supply. While the total domestic polysilicon supply decreased, the demand for temporary order replenishment also increased synchronously, and the shortage of silicon materials became more prominent; Second, the sharp rise in the price of silicon wafers has supported the downstream acceptance of the rising price of silicon materials to a certain extent; Third, in July, the production reduction rate of individual maintenance enterprises increased, and three new enterprises planned maintenance in the third quarter, making the market more firm in the expectation of continuous shortage of domestic silicon supply.