In November, the overall trend of the silicone market was weak and volatile. The quotation of DMC of mainstream monomer factories was still 50000-55000 yuan / ton yesterday, but the quotation of DMC of some monomer factories was 45000 yuan / ton, and the transaction price of large orders was about 40000. Under the impact of low prices, the high-level shipment of mainstream monomer factories was blocked, and the actual transaction was obviously stable and secretly falling. At present, the inventory of monomer factories is gradually accumulating, the inventory of some enterprises is at a high level, and the competitive bidding for shipment makes the market panic unabated. For example, the raw rubber quotation of monomer factories has not been adjusted, and the rubber mixing manufacturers have been all kinds of runners up. The transaction price of some manufacturers has even been adjusted to 32000 / ton, excluding tax. All kinds of low-price news flooded the market, mixed fish and dragons, and downstream enterprises mainly wait and see, It is expected that the quotation of mainstream monomer factories will continue to fall today.


From the supply side, the price of chemical grade metallic silicon 421# Huangpu port was lowered by 2750 yuan / ton again yesterday, and the current quotation is 57500-62500 yuan / ton. In addition, 421# metallic silicon in Sichuan directly fell by 5000 yuan / ton, and the current quotation is 57000-60000 yuan / ton. At present, the price of metallic silicon is still relatively high, and there is still room for further decline. With the weakening of the cost support of monomer plants, The reserve price in the hearts of the middle and lower reaches will continue to be broken. In terms of devices: in November, two single devices in Shandong and Hubei planned annual maintenance, while other manufacturers had no maintenance plan for the time being, and the overall operating rate decreased. However, when the market was not yet clear, under the exaggeration of bad mood, the market trading was deadlocked, and the pressure on the supply side appeared.