Last week, DMC prices stopped falling and rebounded. Due to the rising offer of major factories, the downstream market is expected to rise, replenishment in advance, and the atmosphere of taking goods is heating up. At the same time, last week, some manufacturers shut down DMC devices for maintenance, some manufacturers' operating load fell, and DMC production fell, which jointly supported the rebound in DMC prices. 107 rubber, raw rubber and silicone oil prices all rose at the bottom. Rising raw material prices; The enthusiasm for covering positions in the downstream market has increased, and the market transaction atmosphere has heated up; Subject to the cost side, the price of silicone is expected to rise steadily in the short term.


Last week, China's fumed silica market was mainly stable. In terms of raw materials, the supply of silicon chloride was tight last Thursday, and the high price was strong; The price of methyl trichlorosilane increased slightly. Gas silicon enterprises have some maintenance, but the overall supply side is OK. The downstream market is slightly warmer, 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, the decline in metal silicon prices narrowed, and the follow-up is expected to run steadily. As the downstream demand picks up, the price of organosilicon DMC rebounds and stands at the level of 20000 yuan / ton again; Polysilicon prices continued to rise, with an average price of 289600 yuan / ton; In order to ensure the normal supply of their products, organosilicon and polysilicon related factories have a positive demand for industrial silicon procurement. At the same time, the upstream factories have relatively abundant funds recently, and there is little room for price concessions under cost pressure. The phenomenon of low-cost loss sales of silicon factories is less, and the price of industrial silicon has fallen slightly and gradually stabilized.


Last week, domestic polysilicon continued to rise slightly, and the supply was extremely short: first, an enterprise in Xinjiang unexpectedly stopped maintenance, and other silicon material plants in Xinjiang were affected by varying degrees to reduce production. Many silicon material plants outside Xinjiang concentrated on arranging routine equipment maintenance in the third quarter, making the shortage of silicon material market, which is already in short supply, even worse; Second, affected by the sudden overhaul of silicon material enterprises, a large number of supply gaps occurred in individual silicon wafer enterprises. In the same period, the replenishment of imported silicon materials was less than expected due to the impact of shipping schedule, resulting in a significant increase in rush to sign and oversign silicon material orders in the market; Third, the rise in silicon wafer prices also supported the downstream acceptance of the rise in silicon material prices.