Last week, DMC prices fell weakly. With the restart of some maintenance devices on the supply side this week, the operating rate of the monomer plant increased and the output increased. The market demand on the demand side is poor, mainly in the stage of digesting inventory, and the enthusiasm of the downstream to replenish positions is not high. The mainstream price of DMC is 19600-21000 yuan / ton. It is expected that there is still room for DMC prices to explore in the short term. The quotations of 107 rubber, raw rubber and silicone oil all fell. Lower raw material prices; The downstream is generally enthusiastic about taking goods, and the market demand has weakened. The cost support has weakened, and the downstream wait-and-see mentality is obvious. It is expected that the price of silicone will continue to be weak in the short term.


Last week, China's fumed silica market was mainly stable. In terms of raw materials, the high price of silicon chloride remained stable on Thursday; The price of methyl trichlorosilane increased slightly. The gas silicon enterprise operates smoothly and the supply side is stable; Downstream enterprises just need to purchase, and the demand side is weak and stable; The slight rise in the price of raw material a has a limited impact on the cost of gas silicon, and the cost is stable. It is expected that the gas-phase silica market will mainly fluctuate sideways in the short term.


Last week, the market showed a stalemate between upstream and downstream. Specifically, the supply side: as the silicon price is close to the factory cost line, the silicon factory has strong price support sentiment recently, the willingness to reduce prices is low, and the supply of metal silicon at low prices is relatively small. Demand side: the demand for downstream silicone has recovered, and market confidence has been slightly boosted, but the market transaction is weak, there are few replenishment inquiries, and the operation space of relevant traders is also small. Therefore, the wait-and-see mood in the downstream is heavy, and the market transactions are dominated by rigid demand procurement, while the upstream and downstream maintain a stalemate as a whole. Overall, the market pessimism subsided, and the turnover in the industrial silicon market has recovered compared with the previous two weeks.


Last week, domestic polysilicon prices continued to rise slightly. Last week, the supply shortage of silicon material market has not been alleviated. On the one hand, the output of four local enterprises in Xinjiang decreased in July due to normal maintenance or accidental shutdown, and the output of domestic polysilicon fell in July for the first time in the year due to routine maintenance of two other enterprises; On the other hand, due to the strike at the shipping port, the shipping schedule of overseas polysilicon is further extended, and the supplement of imported silicon material to the domestic polysilicon supply is also insufficient.