Down 300 today! Sichuan's power supply time will be extended! Quotation on August 22 and market analysis of silicone, gas silicon, metal silicon and polysilicon


Last week, DMC prices stopped falling and rebounded. Affected by the power transfer in the main production area and the epidemic situation, the output of metal silicon has decreased, the price has increased, some DMC units have been reduced in load operation, the supply has decreased, and the downstream has made up a certain amount of positions, and the transaction atmosphere has improved. The quotation of mainstream DMC is 20800-21200 yuan / ton. Last week, 107 rubber and raw rubber prices stopped falling and rebounded, while silicone oil prices rebounded slightly. During the week, DMC prices rose one after another, raw rubber plants in some areas of Zhejiang were reduced, and most downstream terminals were replenished appropriately. Affected by the cost, it is expected that the short-term silicone price may still rise slightly.


Last week, China's fumed silica market was adjusted horizontally. In terms of raw materials, the price of silicon tetrachloride is temporarily stable; The price of methyltrichlorosilane is mainly stable. Last week, most of the gas silicon enterprises operated normally and the supply was relatively sufficient; The downstream is still in the off-season, the demand is weak, and enterprises mainly purchase on demand; The price of raw materials is temporarily stable. It is expected that the market of fumed silica will be dominated by horizontal adjustment in the short term.


The price of silicon metal rose sharply last week. The main reason is that the monthly output of industrial silicon has dropped significantly under the situation of epidemic situation in Xinjiang and power limitation in Sichuan. Under the rigid demand of the downstream, the industrial silicon market is expected to be in short supply. Specifically, on the one hand, due to the upgrading of the control of industrial silicon related production areas in Xinjiang, the production load of some enterprises decreased significantly. On the other hand, Sichuan has expanded the scope of industrial enterprises to make electricity available to the people, and Sichuan silicon plants have reduced production in large areas, kept heat for electricity and even stopped production. As of last week, nearly half of the large factories in Xinjiang had shut down their boilers, and the operating load of factories in Sichuan was less than 40%. Under the expectation of production reduction in the two major production areas in China, the price of industrial silicon rose sharply. In the short term, there is still room for metal silicon to rise due to the current power restriction and the impact of the epidemic.


Last week, the domestic polysilicon price continued to rise slightly. On the one hand, most silicon material enterprises have no order margin, and the shortage of silicon material remains unabated; On the other hand, on August 15, Sichuan Province issued an emergency notice on expanding the implementation scope of industrial enterprises to let electricity to the people. Local industrial silicon, polysilicon and monocrystalline silicon production enterprises were all restricted by the sharp reduction in output expectations. The polysilicon production enterprises will continue to affect the output for at least 10-15 days from shutdown to resumption, from load reduction to full load. Compared with the reduced demand for silicon materials caused by the load reduction of silicon wafers, the impact of silicon material supply is slightly greater, Therefore, the current situation of supply and demand market continues to support the current trend of silicon material price.