Looking at the future,
On the supply side, it is expected that a company in Inner Mongolia will restart production, while in Yunnan, the resumption of production will gradually resume from mid to next month due to the decrease in electricity prices. Some manufacturers have plans to produce new benchmark delivery products, and the actual production situation of the companies is waiting to be determined. The production of enterprises in Shaanxi, Ningxia, and Shandong will remain stable.
On the demand side, with the support of pre-sale order delivery, it is expected that the short-term price stability will be the main focus on organic silicon. In terms of polysilicon, the price of polysilicon remained stable today, and the current price is still hovering at a low level. The mainstream market price has fallen below the cash cost of enterprises, and under high inventory pressure and weak demand in various links, the current price is under pressure.
Overall, the current industrial silicon spot market is generally stable with no significant fluctuations. The expectation of opening up in the Sichuan Yunnan region is approaching, and supply may continue to increase. However, the trend of futures is greatly influenced by macroeconomic sentiment and funds. The current policy is constantly being introduced, and there is a positive expectation for the overall future development of the industrial chain.
At present, in terms of DMC, spot prices remain stable.
Looking at the future,
Supply side: The maintenance equipment is gradually restarting, and the DMC production is showing an increasing trend. The pre-sale orders support the short-term supply pressure of individual factories.
On the demand side: Entering June, the demand for terminal silicone rubber and silicone oil markets has weakened.
Cost side: Industrial silicon, the main raw material, is facing pressure from cost decline and supply and demand reduction, and there is a risk of price stability falling back.
Overall, although terminal demand has weakened, most individual factories have relatively low inventory pressure, and it is expected that short-term price stability will be the main focus with the support of pre-sale order delivery.
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Organic silicon concept stocks are generally declining!