The determination to pay a high price! After rising last week, the industry was worried about price instability, and the bearish sentiment continued to show signs, and it was prudent to follow up. However, everyone ignored that the single factory was still in the process of loss, and the demand side was still steadily advancing, and the willingness to repair the profit side was accumulating. Last week, Shandong single factory had clearly given the answer, and the steady rise was still the basic rhythm. Yesterday, some mainstream manufacturers increased by another 300 yuan, and DMC's highest price was 18000 yuan/ton, so the determination to sit tight and firm! Some downstream bearish psychology was eliminated. In general, as Xiaobian said, the repair market is still continuing. At the current rising pace of the single factory, it is to leave room for the traditional peak season in March, and to make progress steadily and wait for the demand-side to start, so as to return to the profit track quietly.


From the perspective of cost: with the increase in the operating rate of monomer plants, the production of silicon metal enterprises is also on the right track, the market trading atmosphere is stable and improving, and the price is also stable and stable in the short term. At present, the price of chemical grade 421 # silicon metal is stable at 18500~19300 yuan/ton. In addition, the quoted price of chloroform in Shandong Province is 2850 yuan/ton, up 100%. The recent upward market fluctuation has increased the repair profit of the single plant, and also indirectly promoted the upward momentum of the single plant.


In terms of operating rate: as the last round of delivery backlog entered the late stage, some individual plants with more pre-sale orders increased production, and the operating rate rose to 74.87%. At present, most of the plants in central China, north China and southwest China are in normal operation, while the Northwest China is still in negative operation, and some plants in Zhejiang Province are expected to stop for about a week. In general, the loss has not been completely reversed, and some individual plants are still shut down. If they go up again in March, the profit will be positively repaired, and the subsequent capacity is expected to show an upward trend.