Last week, DMC prices rose steadily. At the beginning of the week, DMC's strong willingness to support the pre-sale orders of some monomer factories in the early stage and to repair the profits upward led to the rise of the next offer. After that, the trading atmosphere of new orders weakened, and the enthusiasm of the downstream continued to rise, and the wait-and-see mentality returned, and the DMC price remained stable; The price of silicon metal was stable, the price of methanol and methyl chloride rose slightly, and the cost of DMC fluctuated little. Today, the quotation of DMC of a single factory in Shandong Province fell sharply to 16800 yuan/ton at the opening, and the current mainstream DMC quotation is 16800-18000 yuan/ton. Last week, the price of raw materials rose, and the cost support was relatively strong. 107 rubber, raw rubber and silicone oil rose with each other, and the price of mixed rubber was temporarily stable. As the downstream enters the inventory digestion period, the terminal demand is not enough to follow up. It is expected that the price of organic silicon will be mainly stable in the short term, or will fall under pressure.


Last week, China's fumed silica market was in stable operation, and some enterprises' quotations were mainly stable. In terms of raw materials, although the supply of monomethyltrichlorosilane is tight, the new capacity has been followed up, the price is relatively stable, and the price of tetrachlorosilane is stable. Last week, with the easing of demand in the downstream market, the order was general, and the purchase of silicon gas was mainly in demand. Although it has been boosted under the favorable environment, the current supply of fumed silica in the market is abundant, and the supply is hard to support the market. It is expected that the fumed silica market will remain stable in the short term.


Last week, the domestic industrial silicon price remained stable and the transaction was light. On the one hand, the initial replenishment procurement in the three major areas of the demand-side has been completed, and now it is mainly based on the orders for just demand, and some traders continue to ship in small batches due to the capital turnover demand. Downstream enterprises expect the low price of industrial silicon to fluctuate. On the other hand, due to the recent shortage of power supply in Yunnan, the relevant electrolytic aluminum enterprises have received the power limit documents, and some electrolytic cells have stopped production. The subsequent power limit policy may extend to other industrial fields such as silicon smelting. At the same time, the electricity price in southwest China in dry season is higher than that in previous years. Under the expectation of high cost and limited power supply, silicon plants are in a strong mood of covering goods.


Last week, the average price of silicon materials remained stable. Recently, the price difference between the orders signed by various silicon material enterprises is large. Some orders are traded at high prices in the previous week, and some orders are traded at low prices in the previous week. The main reasons also include: First, the orders of domestic silicon material enterprises were basically signed in February, and most of the new orders signed this week were long orders or short orders, with small volume and relatively stable prices. Second, after the increase of silicon wafer enterprises' operating rate, the demand for silicon material procurement has increased significantly, which not only digested the silicon material output of the current month, but also reduced part of the backlog inventory. At present, the inventory of silicon material enterprises has been less than that before the Spring Festival, so the price of silicon material in the stage of inventory elimination is still stable in the short term.