organosilicon

Last week, DMC prices rose and fell, falling as a whole. The single plant device at the supply side has maintenance and restart at the same time, and has a strong willingness to ship; The wait-and-see sentiment in the demand side market is heating up, and the downstream bargain hunting is appropriate to cover positions. It is expected that the DMC price range will fluctuate slightly in the short term. Last week, 107 rubber, raw rubber and silicone oil prices fell. The price of raw materials fell; The downstream is generally enthusiastic about taking goods, and the market demand is weak. The cost support is limited, and the downstream wait-and-see mentality is obvious. Silicone prices are expected to fluctuate in the short term.

Gas silicon

Last week, China's fumed silica market was mainly stable. In terms of raw materials, the price of silicon chloride fell last Thursday; The price of methyl trichlorosilane was slightly adjusted. Last week, gas silicon enterprises operated smoothly and the supply side remained stable; Downstream enterprises just need to purchase, and the demand side is weak and stable; The price of raw material tetrachloride has declined, and the cost side has weakened slightly. It is expected that the volatile gas-phase silica market will be dominated by weak fluctuations in the short term.


Metallic silicon

Last week, the market price of metallic silicon remained stable, and the market transaction was relatively light, showing a trend of upward price support and downward wait-and-see. Specifically, under the support of costs, the upstream silicon plants are generally willing to reduce prices and have a strong attitude of supporting prices; The prices of aluminum alloy and silicone in the downstream fell slightly, resulting in the reduction of downstream profits, and the fear of high sentiment of relevant manufacturers and traders. They are bearish in the future, mainly consuming early-stage inventory and just in need procurement, and less inquiry procurement. Under the upstream and downstream stalemate, the silicon price is mainly stable. On the whole, it is expected that the metal silicon will operate weakly in the short term.


polysilicon

Last week, there was no transaction in the domestic polysilicon market, and the price remained stable month on month. In July, the overhaul and production reduction of some large silicon material front-line factories, the silicon material production decreased for the first time in the year, and the degree of supply exceeding demand only increased. Silicon material enterprises operating at full capacity should all sign orders in excess of the downstream requirements to ensure their normal operating rate. Therefore, a large number of early orders of enterprises will be implemented until the beginning of August or even the middle of August. Therefore, there is no quantity to sign, resulting in a slight delay in the centralized signing period of long order prices. In August, due to the recovery of maintenance production lines of some enterprises, it is expected that the domestic polysilicon output will be slightly higher than expected, which will alleviate the current supply shortage to a certain extent.