Last week, DMC prices fell weakly. Affected by the regional control of major downstream production areas such as Guangdong, the demand for organosilicon terminals is further weakened; Individual factories in Shandong delivered goods at a discount, and some manufacturers followed suit; Last week, the price of silicon metal continued to fall, the price of methyl chloride remained stable, and the cost center of DMC fell back. The current mainstream DMC quotation is 16600-18200 yuan/ton. Last week, the prices of raw materials fell steadily, the prices of 107 rubber, raw rubber and silicone oil fell with each other, and the prices of rubber blends were relatively stable. The terminal demand is still sluggish, and the new orders are not well transacted. It is expected that the price of organic silicon will be dominated by weak operation in the short term.


Last week, China's fumed silica market fell in shock. In terms of raw materials, the price of silicon tetrachloride held steady last week; The price of methyl trichlorosilane has declined. Last week, the domestic gas silicon supply was basically stable, and the downstream market also showed a weak and stable trend. Enterprises took goods as needed; The price of Class A has declined and the cost has weakened. It is expected that the market of fumed silica will be dominated by weak fluctuations in the short term.


Last week, the domestic industrial silicon market was relatively sluggish, and the silicon price fell slightly. Due to the improvement of the epidemic situation in Xinjiang and the deregulation of local control, factories have resumed production in succession. More than 50 furnaces with thermal insulation in the early stage have been restored to more than 40. Last week, the operating rate of factories in Xinjiang was 80% - 85%. In the short term, the industrial silicon market in Xinjiang has a strong expectation of increasing the follow-up supply. At the same time, some silicon and aluminum alloy enterprises are still facing the pressure of loss. The demand for industrial silicon is weak, and the purchase is mainly just needed. In the short term, the supply of industrial silicon market exceeds the demand, Some traders and factories are relatively negative to the future market. They sell metal silicon at a small price reduction. Under the market sentiment of buying up rather than buying down, the price of industrial silicon is under pressure.


The price of single crystal silicon chip fell slightly last week. In terms of supply, the start-up situation of enterprises has intensified differentiation. Last week, a front-line enterprise increased its operating rate, mainly because of the implementation of the annual shipment target. In addition, the epidemic situation in various regions has affected raw materials, logistics, employment and other aspects, reducing the production burden of some enterprises. On the whole, the operating rate of enterprises has increased and decreased, but the increase and decrease roughly offset each other. In terms of demand, domestic demand shows signs of weakening. On the battery side, the difference in technical routes causes the mismatch between supply and demand in the industrial chain, which increases the sales pressure of mainstream silicon chips in the downlink market. On the component side, the centralized demand shows signs of weakening, while the distributed demand is still hot.