Yesterday, some manufacturers raised DMC prices slightly, and the order receiving was still good. The DMC quotation of other manufacturers remained stable, and some manufacturers reduced the quotation of rubber compounds; The prices of silicon and methyl chloride are stable.


Today, metal silicon prices remained stable, and some manufacturers in Shandong continued to raise DMC prices to 19800 yuan / ton; Upstream manufacturers are willing to ship goods, but the market situation has not changed significantly and remains weak; It is expected that the price of silicone will continue to adjust in the short term and is expected to stabilize.


Dongyue silicon material: Dongyue silicon material announced on the evening of July 26 that the company plans to apply to Guangzhou futures exchange for the qualification of the designated delivery factory warehouse of industrial silicon. The company will submit application materials in accordance with the relevant requirements of Guangzhou futures exchange, and submit them to the board of directors to authorize the company's securities affairs department to handle specific matters. Industrial silicon products are the company's important raw materials. The company uses the characteristics of delivery factory warehouse to optimize the raw material procurement mode and improve the company's core competitiveness and anti risk ability.



National Bureau of Statistics: from January to June, industrial enterprises above Designated Size achieved a total profit of 4270.22 billion yuan, an increase of 1.0% year-on-year (calculated by comparable caliber). Among the 41 major industrial industries, the total profits of 16 industries increased year-on-year and 25 industries decreased. The profits of major industries are as follows: the total profits of coal mining and washing industry increased by 1.57 times year-on-year, the oil and natural gas mining industry increased by 1.26 times, the electrical machinery and equipment manufacturing industry increased by 17.3%, the non-ferrous metal smelting and rolling processing industry increased by 16.6%, the chemical raw materials and chemical products manufacturing industry increased by 16.4%, the special equipment manufacturing industry decreased by 3.2%, the textile industry decreased by 5.3%, the non-metallic mineral products industry decreased by 5.8%, computers The manufacturing of communication and other electronic equipment fell by 6.6%, the processing of agricultural and sideline food fell by 6.8%, the manufacturing of general equipment fell by 15.9%, the production and supply of electricity and heat fell by 19.3%, the automobile manufacturing fell by 25.5%, the processing of oil, coal and other fuels fell by 32.4%, and the smelting and calendering of ferrous metals fell by 68.7%.


Qujing, Yunnan Province: Recently, Yunnan Provincial Energy Bureau issued the "new energy construction plan of Yunnan Province in 2022". The "construction plan" clearly stated that the province would accelerate the construction of 355 new energy projects in 2022, with an installed capacity of 32.0054 million KW. Among them, there are 350 photovoltaic projects with an installed capacity of 31.6504 million KW; There are 5 wind power projects with an installed capacity of 355000 kW. In addition to Diqing Tibetan Autonomous Prefecture, other prefectures and cities in the province have layout to ensure that the annual scale of new energy development is more than 15million kW, and strive to reach 20million kW. In the list, Qujing has 38 photovoltaic projects with an installed capacity of 4.406 million KW.


Ministry of industry and information technology: at the mid year review and outlook meeting held by China Photovoltaic Industry Association, the spokesman of the Ministry of industry and information technology said that it would actively promote the stability of the supply chain of the photovoltaic industry chain. In 2022, the price of the photovoltaic supply chain remained rising. The high price reflects the imbalance between supply and demand to a certain extent, and the falsely high price also has a certain impact on the healthy development of the industry. We should work together to explore and establish a long-term mechanism for supply chain coordination and guarantee. It is not only to solve the current problem of coordinated development of the industry's internal supply chain, but also to prevent the reversal of capacity supply and demand and overcapacity caused by unreasonable capacity expansion in the future. According to Xinneng think tank, Wang Bohua, honorary chairman of China Solar Energy Industry Association, said that the Ministry of industry and information technology has led relevant departments to coordinate and take intervention measures to curb the soaring trend of polysilicon prices, which is currently in full swing.