Last week, DMC prices fell weakly. After the DMC market holiday, the enterprise's inventory pressure rose again, and the single factory's recent load reduction action increased, but the overall level was still above 70%. Under the pressure of de inventory, some manufacturers bid for shipment, and the focus of DMC transactions fell back; Last week, the price of silicon metal rose steadily, the price of methyl chloride fell sharply, and the overall cost of DMC did not change much. The current mainstream DMC quotation is 17300-18500 yuan/ton. Last week, the price of raw materials fell slightly, and the prices of 107 rubber, raw rubber, mixed rubber, and silicone oil fell partially in a stable way. Terminal demand is still weak, and downstream procurement is appropriate. 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 continued to decline. In terms of raw materials, the price of silicon chloride held steady this Thursday; The price of methyl trichlorosilane rose slightly. Last week, the supply of gas silicon enterprises was sufficient, but the downstream demand did not improve significantly. Many enterprises needed to buy, and the cost was basically stable. The quotation of some gas silicon enterprises declined. It is expected that the market of fumed silica will be dominated by weak operation in the short term.






Last week, the industrial silicon market was stable as a whole, and the silicon price rose steadily. To be specific, on the supply side, the epidemic situation in Xinjiang rebounded, the output of factories in Shihezi, Yili and other major production areas was blocked, and some silicon plants in Yili were already facing a shortage of raw materials; Sichuan and Yunnan are approaching the dry season, and the plants are planned to shut down one after another. Demand side: new polysilicon production capacity has been released successively, and GCL, Tongwei and other enterprises have started to work under high load; The demand for aluminum alloy and silicone terminals is general. Some Yunnan aluminum plants continue to reduce the starting load, and a Shandong silicone monomer plant starts to stop for maintenance. Upstream is bullish and reluctant to sell, and silicon plants are willing to raise prices; The lower reaches are afraid of heights, and mainly wait and see; The upstream and downstream are in a stalemate game stage.






The monocrystalline silicon market remained stable last week. In terms of supply, the recent serious epidemic situation in Xinjiang, Inner Mongolia and other places has affected raw materials, logistics, employment and other aspects in the production and operation process. On the one hand, enterprises have recently been affected by regional silence on logistics and transportation, and production links have been less affected. On the other hand, the enterprise actively responded to the call of the local government and did a good job in epidemic prevention and control management. In terms of demand, the domestic installed capacity is supported. At the battery end, the quotation of M10 single crystal PERC battery chips remained at 1.33-1.34 yuan/W, with high purchasing enthusiasm. On the component side, the transaction price of forward orders remains between 1.92-1.96 yuan/W. On the whole, the price of silicon chip will still be supported in the short term.