Entering Friday, the organic silicon market saw a steady rise, with mainstream DMC prices ranging from 13700 to 14200 yuan/ton. Specifically, the operating load of individual factories remains at a medium to high level. However, in September, there are still plans to shut down and repair facilities in the North China region. Most individual factories hold pre-sale orders and have relatively low shipping pressure. Midstream and downstream enterprises generally replenish their inventory at a low level before price increases, and the follow-up price increases are pending, mainly to digest inventory. In the short term, individual factories have sufficient driving force to raise prices, while downstream companies are cautious about high priced goods sources. It is expected that stability will be maintained next week, with a focus on maintaining the pace of shipments. In terms of industrial silicon, there is a decreasing trend in the supply side of the market, and downstream demand has also increased slightly. However, most silicon factories have sufficient inventory, and the huge supply side needs to reduce production and release demand to consume. Therefore, from a fundamental perspective, the risk of overcapacity in the industrial silicon market is still high, and market sentiment cannot escape its drag. Futures prices continued to fall this week, with the Si2411 contract price at 9510 yuan/ton, down 615 from last week. Spot prices remain firm under wait-and-see sentiment, with the current price of 421 # metal silicon ranging from 12000 to 12800 yuan/ton.
September is still a crucial period for upstream enterprises to explore price increases, and the subsequent results depend on whether terminal demand can be effectively released. Most manufacturers are closely monitoring the market performance of the traditional sales peak season of "Golden September and Silver October". From the perspective of New Asia Process's 4-day 4-day continuous board, the electronic adhesive "Golden September" is in good condition, while the traditional peak season of construction adhesive, which used to belong to the construction industry, appears somewhat desolate due to the downturn in real estate. It is expected that the organic silicon will maintain stable operation in the near future, with a slight increase in some areas.