Last week, DMC's offer was mixed, with a narrow adjustment, and the average price was the same as last week. The price of metal silicon and methyl chloride has risen, and DMC still has an oversupply, but the situation of receiving orders at low prices has improved temporarily. Monomer factories are selling at high prices, and downstream demand has not followed up enough, so the price adjustment is not large. The current mainstream DMC quotation is 19200-20100 yuan / ton. Last week, the quotations of 107 rubber, raw rubber and silicone oil rose slightly, the average price of silicone oil was the same as last week, and the quotation of mixed rubber fell. The orders for 107 rubber and raw rubber have improved temporarily, while the demand for silicone oil and mixed rubber is weak. Affected by cost and demand, it is expected that the short-term silicone price will be adjusted sideways.


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, but as the downstream market did not improve, the demand was flat, and the overall supply of gas silicon market was sufficient; 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 silicon metal stopped falling and rebounded. Tight supply is the main reason for the rise of silicon price this week. On the one hand, the upgrading of epidemic control in Sichuan this week, the Ganzi earthquake and the start of the power grid transformation project in Leshan have led to a significant reduction in production capacity in Sichuan; The power supply in Yunnan is tight and the output is reduced; As a result of the epidemic, the follow-up production of silicon plants in Ili, Shihezi, Shanshan and other places remains unclear; On the other hand, the prices of downstream aluminum alloy and silicone rose slightly this week. With the arrival of the traditional peak season, the demand is expected to recover. In the expectation of tight supply and warmer demand, the prices of various brands of silicon in China have increased to varying degrees. Overseas demand is relatively weak, exports are general, and FOB prices of various brands are stable.


Last week, the price of monocrystalline silicon began to rise, mainly because a first-line enterprise raised its offer on Thursday. In terms of supply, the earthquake in Luding County, Ganzi Prefecture, Sichuan Province caused different degrees of thermal field damage and disconnection of three enterprises. Compared with the ramp up speed of new production capacity in Xining and other places, it is expected that it will have little impact on this month's output. In terms of demand, it is expected to stimulate consumer demand in the middle and late September by stocking in advance on the 11th National Day. On the battery side, Tongwei recently announced an increase in the quotation of single crystal perc batteries. On the component side, the transaction price of forward orders is maintained at 1.94-1.96 yuan / W, and the acceptance of domestic power stations is still not high. In terms of overseas exports, shipments remained hot. Considering both supply and demand factors, it is expected that the price of silicon wafers will rise slightly in the short term.