Last week, the DMC quotation decreased by a narrow margin, and the average price was the same as last week. The price of metal silicon remained stable, the price of methyl chloride fell, and DMC was still oversupply. After the festival, the market transaction was general, and the downstream remained on the sidelines. The monomer plants successively adjusted the DMC quotation. Supported by the price of metal silicon, the DMC price adjustment was not significant. The current mainstream DMC quotation is 18800-20100 yuan/ton. Last week, the price of raw materials fell, the price of 107 rubber, raw rubber and silicone oil fell, and the price of rubber mix remained basically stable. The market procurement is weak, and the follow-up of product demand is insufficient. Affected by cost and demand, it is expected that the short-term silicone price will be adjusted horizontally.


Last week, China's fumed silica market declined. In terms of raw materials, the price of silicon chloride was temporarily stable this Thursday; The price of methyl trichlorosilane was slightly reduced. Last week, the gas silicon supply was sufficient, some gas silicon enterprises lowered their quotations, market transactions were weak, and the downstream just needed to buy; The price of raw materials did not change much last week, and the cost was stable. It is expected that the market of fumed silica will be dominated by weak operation in the short term.



The price of metal silicon held steady last week. Supply side: affected by the epidemic, production in some factories in Xinjiang has not yet fully recovered, and factory output is weak; The recent epidemic, earthquake and power restriction in Sichuan have had a certain impact on the production of the silicon plant. Last week, the load of construction in Sichuan was about 30%, and the output decreased significantly; Upstream factories and some traders are in a strong mood to support or even increase prices. Demand side: downstream aluminum alloy, organic silicon and other markets are light, and relevant manufacturers mainly purchase industrial silicon on demand; In addition, Yunnan's power rationing policy has not been implemented yet, and Sichuan's power rationing has ended. Downstream manufacturers and relevant traders have increased their wait-and-see mood.


Last week, the price of monocrystalline silicon was stable, the price of specialized silicon chip enterprises has not been adjusted yet, and the number of orders received by front-line enterprises has improved after the price adjustment. In terms of supply, each company maintains a high opening rate. In September, the silicon chip output is expected to exceed 30GW. At the battery end, mainstream battery chips are quoted at 1.3-1.32 yuan/W. At present, G12 is more scarce than M6 and M10, and the demand for goods in stock during the National Day holiday is expected to further stimulate consumption. At the component end, the transaction price of forward orders remained at 1.94-1.96 yuan/W, and the acceptance of domestic power stations was still not high. In terms of exports, the United States set up trade barriers, and Europe re proposed the border related bill, which changed its policy to unfriendly. Considering both supply and demand factors, the price trend can only be judged after the situation is clear.