Last week, DMC remained stable with an upward trend. The price of silicon metal remains stable, while the price of methanol fluctuates narrowly at a high level. The cost pressure on self-produced chloromethane manufacturers has increased compared to last week. Manufacturers in Shandong and other regions have raised their DMC quotations, continuing to raise prices, while some downstream enterprises urgently need to replenish their inventory. The current mainstream DMC quotation is 12900-13500 yuan/ton. Last week, the price of DMC raw materials remained stable with an upward trend, and cost support became stronger. The prices of 107 rubber, raw rubber, and mixed rubber remained stable overall; The continuous increase in cost pressure coupled with the increase in downstream pre holiday stocking has led to a stable and localized rise in silicone oil prices. The price of DMC raw materials is expected to remain weakly stable, and companies have a strong willingness to take orders before the holiday. In the short term, it is expected that the organic silicon market will mainly operate weakly and steadily.
Last week, the Chinese gas-phase silica market operated smoothly, and there has been no adjustment in market prices. The price of methyl trichlorosilane fluctuated slightly within the week; The supply of silicon tetrachloride remains tight, and prices continue to rise. Last week, gas-phase silica enterprises maintained stable production and the market supply was abundant; Downstream enterprises have stable production and maintain essential procurement of silicon gas, with little change in consumption. In the short term, the supply of gas silicon raw material A is sufficient, and its impact on the market is limited temporarily; Stable production of silicon gas and downstream enterprises, with limited changes in supply and demand, is expected to maintain a stable market operation.
Market Overview: Last week, the spot price of silicon metal remained stable overall. There is a strong wait-and-see atmosphere in the spot market, with low trading volume and no significant increase in downstream purchasing demand, resulting in cautious procurement. On the supply side, the southwest region has reduced production during the dry season, while the northwest region has reduced production in the early stages. There are no plans to resume production in the near future, and although two new production capacities have been added, overall supply has tightened. On the demand side, in terms of organosilicon, the main monomer factories in Shandong have resumed operation, increasing the supply capacity of organosilicon monomers and the demand for metallic silicon; The production of polycrystalline silicon plants has been stable recently, and they purchase metal silicon on demand; The aluminum alloy factory is operating smoothly, and the demand for silicon metal remains stable. At present, there are signs of improvement in the supply-demand relationship, but the supply still exceeds the demand. Under the pressure of accumulated inventory in the early stage, coupled with insufficient downstream demand, it is difficult for the spot price of silicon metal to rise.