Last week, DMC remained stable overall, with some individual factories reporting higher prices; The overall price of silicon metal remains stable, while the price of chloromethane fluctuates narrowly, and there has been no significant change in the cost support of DMC. Due to the impact of downstream holidays during the holiday period, inventory pressure in some individual factories may increase after the holiday. The current mainstream DMC quotation is 13800-14300 yuan/ton. Last week, the prices of DMC raw materials remained stable, with raw rubber, 107 rubber, silicone oil, and mixed rubber overall holding steady. Leading 107 rubber and raw rubber increased by 200 yuan/ton; After the holiday, there is insufficient motivation for the continued increase in DMC prices, and downstream demand will continue to be maintained. It is expected that the short-term price of organic silicon will be mainly stable with small movements.
Last week, the market for gas-phase silica in China was consolidating, with domestic prices temporarily stable. Due to the high prices and good demand from individual factories, the price of Class A continues to rise; Affected by the weak market for trichlorosilane and polycrystalline silicon and limited production, the supply of silicon tetrachloride has tightened, leading to a consolidation and upward trend in prices. Last week, the start-up situation of gas silicon enterprises was good. Driven by downstream market demand for liquid and solid adhesives, gas silicon enterprises received orders smoothly. In the short term, the prices of raw materials such as methyl chloride and tetrachlorine are expected to consolidate and rise, with strong support from the cost side of silicon gas. There is also some support from the demand side during the Golden September and Silver October seasons. With stable prices from leading manufacturers, it is expected that the silicon gas market will operate steadily in the short term.
Last week, the overall spot price of silicon metal remained stable, and the transaction inquiries were still relatively light. Most companies mainly focused on delivering pre orders, and the quotations remained stable. The FOB price is affected by exchange rate fluctuations, resulting in a slight increase in the quotation. The supply side is steadily increasing, and there are plans to reduce production and shut down furnaces in the southwest region in the future, with expectations of a decrease in production. On the demand side, the operating load of individual units will remain at a high level, and the demand for silicon metal will remain at a high level; Stable production of polycrystalline silicon plants and on-demand procurement of metallic silicon; The summer break of the aluminum alloy factory has ended and production has resumed, but overall, a small amount of silicon metal is still being purchased on demand. Overall, the willingness of silicon metal manufacturers to sell at low prices is relatively weak, and the purchasing side's pressure on prices remains strong, resulting in a continuous price game.