Last week, DMC prices were mixed. The price of metal silicon dropped rapidly. Some DMC units were restarted, the supply increased, and the replenishment atmosphere of downstream terminals cooled down. The prices of some large single manufacturers fell by 1000 yuan / ton on Friday. At the weekend, the DMC prices of some manufacturers in Shandong continued to fall by 300 yuan / ton. The current mainstream DMC prices are 19200-21000 yuan / ton. Last week, the price of 107 rubber and raw rubber rose first and then fell. The price of silicone oil was mainly stable. Most of the downstream terminals have turned to the stage of digesting inventory, and the willingness to take goods at high prices has cooled down again. Affected by the cost, it is expected that the short-term silicone price will fluctuate 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 demand is still weak, and the market transaction is slow; Last week, the price of raw materials remained stable and the cost did not change much. It is expected that the market of fumed silica will be dominated by horizontal adjustment in the short term.


Last week, the price of domestic metal silicon fell sharply. Due to the low demand of downstream terminal manufacturers and the superposition of multiple negative factors such as negative market expectations, customers on the demand side tend to be conservative and wait-and-see, and their enthusiasm for purchasing goods is poor. On Friday, the power restriction order in Sichuan was lifted, and silicon plants in Western and southern Sichuan will resume production smoothly, and the market supply will be gradually relaxed; The epidemic situation in Xinjiang was initially controlled last week, and it is expected that the diagnosis will be cleared this week. At that time, the liquidity of metal silicon sources in Xinjiang will be significantly improved, and the factories in the key areas of the epidemic will gradually resume normal production. It is expected that the metal silicon market will continue to be weak this week.


Last week, the domestic polysilicon price remained stable at a high level, and the polysilicon price rose slightly month on month. Tight supply is the main driver of the rising price of silicon materials. In August, the domestic polysilicon operating rate remained low. Last week, there were still four polysilicon manufacturers in the maintenance state. Due to the power limitation in Sichuan, the unit load was reduced to the lowest. Meanwhile, affected by the epidemic in Xinjiang, the main production area, the supply decreased significantly; In addition, the expansion of production capacity and stable production have made up for some of the production losses caused by maintenance. However, it is generally expected that the polysilicon production in August is still expected to decline by nearly 10%.