Last week, the Chinese gas-phase silica market maintained stable operation, and there was no adjustment in enterprise quotations. This performance is mainly due to the relative stability of the raw material market. Among them, the price of methyl trichlorosilane fluctuated at a low level, while the price of silicon tetrachloride remained high.

In terms of gas-phase silica equipment, most enterprises have maintained a stable operating rate, mainly based on orders accumulated before the delivery period. In the early stage of resuming work after the holiday, the operating rate of downstream enterprises is relatively low, and the demand for gas-phase silica is correspondingly reduced. Therefore, the market supply and demand relationship is relatively loose, and enterprises mainly rely on consuming pre holiday inventory to maintain operations.
In the short term, the price fluctuations of raw materials such as methyl trichlorosilane and silicon tetrachloride are expected to be small, and their impact on the market is limited. Gas phase silica enterprises will continue to maintain stable production to meet future market demand. Meanwhile, downstream enterprises will continue to focus on consuming inventory, waiting for further release of market demand.
Overall, the performance of the gas-phase silica market in the week after the holiday is in line with expectations, and the market supply and demand relationship is relatively balanced. In the foreseeable future, the market will continue to maintain a trend of consolidation, waiting for new market forces to emerge.