Last week, China's fumed silica market was weak. In terms of raw materials, the price of silicon tetrachloride held steady last week; The price of methyl trichlorosilane declined slightly. Last week, the inventory of domestic gas silicon enterprises was still high, and the shipping pressure was high; Downstream demand continues to be weak, and enterprises mainly take goods on demand; There is little change in cost. It is expected that the market of fumed silica will be dominated by weak fluctuations in the short term.


Last week, DMC prices rose and fell, and the overall transaction focus fell back. At the beginning of the week, the DMC of a monomer factory in Shandong Province received orders at the price of 16600 yuan/ton, which was better. The DMC rose first and then fell. The quotations of other mainstream monomer factories fell back to 17000 yuan/ton; Last week, the prices of metal silicon, methanol and methyl chloride all fell, and the DMC cost center moved down. The current mainstream DMC quotation is 16600-17300 yuan/ton. Last week, the price of raw materials fell steadily, and the prices of 107 rubber, raw rubber, silicone oil and rubber mix fell with each other. Based on the strong desire of manufacturers to clear the warehouse before the Spring Festival, domestic mainstream manufacturers have been giving up profits for shipment, and it is expected that the price of silicone will be dominated by weak and stable operation in the short term.


Last week, the price of domestic industrial silicon was weak and stable, falling slightly. Last week, the downstream demand of industrial silicon was still weak, and the market turnover was light. However, due to the recent increase in production costs, the silicon price fell slightly. Specifically, the demand for aluminum alloy and organic silicon in the three downstream fields is too weak, especially the loss of the organic silicon monomer factory has reached more than two months, and the factory is less motivated to purchase metal silicon, mainly for rigid demand. Recently, some domestic silicon plants and traders have raised prices slightly, but the downstream receiving capacity is poor, and there are few orders. On the whole, the supply of industrial silicon market has exceeded the demand in the near future, and the silicon price is under pressure.


The price of silicon chips continued to fall last week. In terms of supply, several specialized enterprises reduced the operating rate last week. In order to solve the inventory problem caused by oversupply, other enterprises also planned to reduce the production load and delay the ramp up of capacity in December. However, as there is a cycle for enterprises to reduce the operating rate, short-term feedback will not be significant in terms of price. In terms of demand, the purchasing enthusiasm of battery terminals is still low. At present, the transaction price of mainstream battery chips remains between 1.35-1.37 yuan/W; On the component side, the strike price of forward orders is maintained at 1.92-1.95 yuan/W, and the current execution of early orders is dominant.