Last week, DMC prices remained stable. The single factory reduced production and increased production, the demand of DMC downstream market continued to be sluggish, the terminal procurement mentality was cautious, and the market transaction was dominated by just needed replenishment; Last week, the price of silicon metal rose steadily, the price of methyl chloride rose first and then fell, and the cost of DMC was at a high level. The current mainstream DMC quotation is 17300-18500 yuan/ton. Last week, the price of raw materials remained stable, and the prices of 107 rubber, raw rubber, mixed rubber, and silicone oil fell in some cases. For silicone oil products, please refer to the link: https://www.yjghx.com/product-my-201-dimethyl-silicone-oil-50-100-350-1000-cst-polydimethylsiloxane-pdms-.html       The terminal demand is not good, and downstream procurement is appropriate. Affected by the cost, the price of silicone is expected to stop falling and stabilize 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 supply of methyl trichlorosilane is tightening, and the price has risen. Last week, the supply of gas silicon enterprises was sufficient, and the quotation of some gas silicon enterprises declined; Downstream demand is still weak, and many enterprises need to purchase; However, Class A has risen, and the cost has increased slightly. It is expected that the volatile silica market will be dominated by sideways adjustment in the short term.


Last week, the price of industrial silicon market was stable as a whole, and the market showed a situation of strong supply and weak demand. Specifically, with the release of new production capacity and the high production load of existing enterprises in production, the demand for industrial silicon in the polysilicon industry continues to increase; The terminal demand of the organic silicon market is weak, each monomer factory has suffered serious losses, and the production reduction has increased significantly. The purchase of industrial silicon steel is mainly needed; The price difference between silicon and aluminum is large, and aluminum alloy enterprises have weak demand for industrial silicon. Recently, the silicon plant has started construction actively and its output is relatively stable. Affected by the imminent listing of futures and the arrival of dry season in Southwest China, some traders and manufacturers have strong willingness to support the price, and the price of industrial silicon is stable.


The monocrystalline silicon market ran steadily last week. In terms of supply, many enterprises affected by the epidemic have resumed production. According to statistics, the silicon wafer production in October increased by about 5% compared with that in September. Specifically, the increase mainly comes from the release of new capacity and the increase of operating rate of each single crystal silicon enterprise. The total output increases by about 10% - 12%. The reduction mainly came from the monocrystalline silicon production base, which was forced to reduce production due to the impact of the epidemic, and the total output decreased by about 6%. On the demand side, the quotation of M10 single crystal PERC battery chips is maintained at 1.33-1.34 yuan/W. On the component side, the transaction price of forward orders remains between 1.92-1.96 yuan/W. It is expected that the price of silicon chips of different sizes will be differentiated in the short term.