Last week, the DMC price fell first and then rose, and fell as a whole. There are maintenance and restart at the same time for the unit plant at the supply side, and the willingness to ship is strong. On the demand side, the transaction atmosphere improved as the price fell. The price of metal silicon is stable, and it is expected that the price of DMC will stabilize in the short term. 107 rubber, raw rubber and silicone oil declined. The price of raw materials fell; The orders of downstream manufacturers are poor, and the demand of silicone market is weak. The downstream manufacturers purchase on demand and make up positions at low prices. Affected by the cost, it is expected that the silicone price will stop falling and stabilize in the short term.


Last week, China's fumed silica market was weak and low. In terms of raw materials, the price of silicon chloride continued to decline on Thursday; The price of methyltrichlorosilane remained stable. Last week, gas silicon enterprises had some maintenance, but the supply side fluctuated little; In the off-season, downstream enterprises mainly need to purchase, and the demand side is weak and stable; The price of raw material tetrachlorohydrin continued to decline, and the cost side weakened again. It is expected that in the short term, the market of fumed silica will be dominated by weak callback.


Last week, the sentiment of the domestic metal silicon market changed significantly. Specifically, at the upstream supply side, the recent high temperature and drought in Sichuan have caused the shortage of hydropower, and the power consumption for people's livelihood has increased sharply. The contradiction between power supply and consumption in Sichuan is prominent. According to the investigation, electricity prices in many places such as Liangshan Prefecture have increased, and the enterprises in Leshan have basically been in the shutdown state of more than 50%. The production cost of the silicon plant has increased, the output is expected to decline, and the price is high and the sales are reluctant, so the future market is bullish. On the downstream demand side, the demand in the three major areas has recovered, and the purchase of industrial silicon has increased. Meanwhile, the price of aluminum alloy has rebounded, the price of silicone has remained stable, the price of polysilicon has increased slightly, the price of downstream is less depressed, and there are more inquiries and transactions. Last week, the price of metal silicon was mainly stable.


Last week, domestic polysilicon prices rose slightly. According to the transaction situation, the supply of silicon materials in August is still in short supply. This is mainly because five domestic polysilicon enterprises will be under maintenance in August, which will affect part of the output. In the same period, although Leshan GCL, Baotou Xinte, Inner Mongolia Tongwei and other new production capacity have increased, which has slightly alleviated the current situation of supply shortage, the total supply is still less than the demand. At the beginning of the month, orders were oversubscribed and a large number of bulk orders were concluded, It can be seen that the shortage of silicon material is still, which supports the slight rise of silicon material price last week.