Last week, the price focus of DMC dropped. The price of silicon metal continued to plummet, the delivery of pre-sale orders of monomer factories ended one after another, and the pressure of new orders was generally increased, while the downstream terminals were not willing to replenish due to insufficient demand follow-up. The current mainstream DMC quotation is 18800-19800 yuan / ton. Last week, the quotations of 107 rubber, raw rubber and silicone oil fell sharply, and the quotation of mixed rubber was mainly stable. At the beginning of the week, the main factories sharply reduced the prices of 107 rubber, raw rubber and silicone oil due to poor receipts, and the downstream made up positions at low prices. Affected by the cost, it is expected that the short-term price of silicone will remain stable.



Last week, China's fumed silica market was adjusted sideways. In terms of raw materials, the price of silicon chloride was temporarily stable on Thursday; The price of methyltrichlorosilane is mainly stable. Last week, some gas silicon enterprises were overhauled, and the supply side was weak; However, the operating load of silicone rubber and other enterprises has decreased, the downstream demand is flat, and the negative factors in the gas silicon market have increased; This week, the price of raw materials was stable, and the cost did not change much. It is expected that the fumed silica market will be dominated by sideways adjustment in the short term.


Last week, the price of metal silicon in China fell sharply. Due to the low demand of downstream terminal manufacturers, coupled with the superposition of multiple negative factors such as negative market expectations, customers on the demand side tended to be conservative and wait-and-see, and their enthusiasm for buying goods was poor. The power supply in Sichuan has returned to normal, the silicon plants have resumed production one after another, and the epidemic situation in Xinjiang has improved. The factories in Ili and Shihezi, the two main production areas, have resumed normal operation one after another, and the market supply capacity has gradually increased. However, there is no obvious increase in downstream demand. It is expected that the industrial silicon market is expected to maintain a weak and volatile trend this week.


The domestic polysilicon price rose slightly last week. According to the Convention, the signing period of long-term orders of silicon material enterprises is generally concentrated at the end of the month or the beginning of the month. However, as of this week, only two enterprises have started signing long-term orders in September one after another. The main reason is that each enterprise has no margin to sign: on the one hand, some enterprises' early orders have been oversubscribed until September, which is still under implementation, and the negative inventory status continues; On the other hand, in August, there were already five silicon material enterprises in maintenance, and in addition, Sichuan, Jiangsu, Hubei and other places temporarily limited power, resulting in an increasingly insufficient supply of silicon materials. Last week, the silicon material market continued to be affected by maintenance and power limitation, and the supply shortage supported the silicon material price to maintain a slight upward trend.