Last week, DMC quotation fell sharply. The overall inventory of individual plants in DMC market is on the high side, and they have a strong desire to ship before the festival. The situation of receiving orders through price reduction has improved; Last week, Yunnan's silicon metal production restriction policy was implemented. The price rose first and then stabilized. The price of methyl chloride rose first and then fell. The overall cost of DMC rose. The current mainstream DMC quotation is 17500-18500 yuan/ton. Last week, the price of raw materials fell, and the prices of 107 rubber, raw rubber, mixed rubber and silicone oil dropped significantly. The market demand is still weak, and the lower reaches seek bargains to cover positions. Affected by the cost, the price of silicone is expected to be stable and weak in the short term.


Last week, China's fumed silica market declined slightly. In terms of raw materials, the price of silicon chloride fell on Thursday; The price of methyl trichlorosilane is temporarily stable. Last week, the overhaul of gas silicon enterprises was basically completed and the supply was sufficient; There is no obvious improvement in the commencement of downstream enterprises, and enterprises need to purchase more steel; The price of tetrachloride was slightly corrected, and the cost was stable and fell. It is expected that the market of fumed silica will be dominated by weak operation in the short term.


Silicon metal continued to rise last week. Last week, Yunnan asked some industrial silicon enterprises in the province to complete the voltage drop of power load. At the same time, one factory in Yili region of Xinjiang has not produced yet, and the operating rate of most other factories is about 50%; The starting load of a large factory in Shihezi is 60% - 70%. The epidemic situation in Sichuan has eased, but the control is strict. The transportation of raw materials such as ore and silica coal is inconvenient, and the increase of raw material costs leads to the increase of smelting costs. In addition, near the National Day holiday, the downstream aluminum alloy, organic silicon and polysilicon have started the pre holiday stock mode. Therefore, the energy efficiency management in Yunnan, the epidemic situation in Xinjiang, and the transportation of raw materials in Sichuan are inconvenient, and the price of industrial silicon in China has risen sharply due to the demand of downstream procurement.