Last week, DMC's quotation was partially lowered. The DMC market transaction is not good, and the inventory pressure of individual plants is high. Downstream procurement is stimulated through price reduction, but the effect is not so good; This week, the price of silicon metal stabilized first and then rose, the price of methyl chloride stopped falling and rebounded, DMC cost continued to rise, and the pressure on price reduction gradually increased. The current mainstream DMC quotation is 18000-19600 yuan/ton.


Last week, China's fumed silica market was weak and stable. In terms of raw materials, the price of silicon tetrachloride was temporarily stable last week; The price of methyl trichlorosilane was slightly reduced. Last week, the gas silicon supply was sufficient and stable; There is no obvious improvement in the commencement of downstream enterprises, and enterprises need to purchase more steel; Class A prices continued to retreat slightly, and costs remained stable and fell. It is expected that the market of fumed silica will be dominated by weak operation in the short term.



Last week, the price of silicon metal was stable as a whole, and the price in Yunnan rose slightly. On the supply side, all manufacturers in Yili region of Xinjiang have resumed work in an orderly manner, the starting load of Sichuan plants has risen to 50%, and the production of plants in Yunnan region is normal. Demand side: the demand of polycrystalline silicon for industrial silicon is still in a positive trend, while the demand of organic silicon and aluminum alloy for industrial silicon is weak. The insufficient inventory of aluminum plants in Yunnan and the decrease in shipments from Xinjiang and Sichuan have led to an increase in the demand for industrial silicon in Yunnan. At the same time, the shortage of hydropower in Yunnan has led to a small increase in the overall silicon price in Yunnan.



Last week, the market price of single crystal silicon wafer was stable, and the quotation of specialized silicon wafer was stable. Supply: silicon material supply is sufficient this month, and new capacity of enterprises in Central Inner Mongolia, Jinke Xining, Jinke Xinjiang, Gaojing Qinghai, Shuangliang Inner Mongolia, Yuze Yunnan, etc. is released. On the demand side: on the battery side, due to the limited power supply and earthquake impact in the early stage, the production capacity of first-line batteries has partially stagnated, resulting in a backlog of silicon chips. Currently, large-scale batteries are in short supply; At the component end, the transaction price of forward orders has decreased, and domestic power plants are more sensitive to the price. Considering the sufficient supply and shrinking demand, it is expected that the upstream and downstream game of silicon chips will be further intensified.