Last week, the DMC price fell first and then rose, and fell as a whole. The price of metal silicon rises, and the supply of DMC is sufficient, but the downstream demand is weak, and the transaction situation is general. The quotation of DMC rises slightly in the second half of the week, and the quotation of mainstream DMC is 18900 yuan / ton - 19000 yuan / ton. Last week, the quotations of 107 rubber, raw rubber and silicone oil all dropped slightly. At the beginning of the week, DMC prices fell, silicone supply was sufficient, the downstream market continued to be depressed, and manufacturers made replenishment at low prices. The overall demand did not improve. Affected by the cost, the price of silicone is expected to rebound and rise in the short term.



Last week, China's fumed silica market continued to decline. In terms of raw materials, the price of silicon tetrachloride fell again; The price of methyltrichlorosilane dropped slightly. Last week, the continuous decline in the price of raw material tetrachlorohydrin made the cost of gas silicon weaken again, and the price of gas silicon also weakened. Gas silicon enterprises have some maintenance conditions, but the overall fluctuation of supply side is not large; The downstream is in the off-season, and enterprises mainly take goods on demand. It is expected that the market of fumed silica will be dominated by weak fluctuations in the short term.



Last week, the metal silicon market rose significantly, and the price rose. The market is generally optimistic about the future metal silicon market. This situation is mainly due to the power shortage in Sichuan and the spread of the epidemic in Yili, Xinjiang. The operating rate of some silicon plants in Leshan, ABA and Ya'an has dropped to about 20%, the production load of 10 local enterprises in Yili has dropped to 50%, and the other three enterprises have been forced to suspend production. In addition, the demand for industrial silicon from downstream organosilicon and aluminum alloys is relatively stable. The newly added capacity of the maintenance enterprises in the polysilicon industry is released, and the demand for industrial silicon is expected to increase. Under the situation of rising electricity price cost, short-term supply constraints and improved downstream demand, the silicon price will continue to rise in the short term.



Last week, the price of domestic polysilicon continued to rise slightly. On the one hand, since the long single crystal contracts in August were signed in the first week, and some enterprises had oversubscribed to the middle of September, all silicon material enterprises were in a state of negative inventory, while the operating rate of downstream links in the same period remained high, so the shortage of silicon materials was still not alleviated; On the other hand, in August, after the release of new production capacity of five silicon material enterprises offset the impact of maintenance of five enterprises, the total supply was still lower than the market expectation of demand, leading to the increase of the demand for stock procurement in the downstream to ensure supply, which supported the current market situation of supply exceeding demand.