Entering Wednesday, the
organic silicon market showed a rising trend. Yesterday, some individual factories in Shandong raised prices by 300 yuan/ton again, reaching 13500 yuan/ton. Combined with the fact that the shipping cost is basically close to the quotes of other individual factories, the DMC price difference has significantly narrowed. On site, in the concerted production reduction strategy of individual factories, DMC production fell to 39800 tons last week, a decrease of 10000 tons from the same period in January. Currently, facilities in Shandong, North China, and Central China are operating at reduced capacity, while Southwest and Northwest are also included in the production reduction plan. If the production reduction is implemented as planned, the supply side spot market will become tight or gradually ferment. At the beginning of the second round of upward trend this week, the middle and lower reaches maintained a wait-and-see attitude and still had resistance to accepting high priced orders. Subsequently, with the digestion of low-priced raw materials in the previous round and the steady increase in orders, it is expected to stimulate the momentum of chasing higher prices and stocking up again. Individual factories strictly control supply and, depending on downstream orders, will seize the opportunity to further adjust prices to stimulate market stocking sentiment. From the current perspective, in the supply-demand game, individual factories still have the upper hand. In the short term, DMC prices are expected to remain stable, with mainstream freight inclusive quotes remaining at 14000-14300 yuan/ton;

Entering Wednesday, the organic
silicon market showed a rising trend. Yesterday, some individual factories in Shandong raised prices by 300 yuan/ton again, reaching 13500 yuan/ton. Combined with the fact that the shipping cost is basically close to the quotes of other individual factories, the DMC price difference has significantly narrowed. On site, in the concerted production reduction strategy of individual factories, DMC production fell to 39800 tons last week, a decrease of 10000 tons from the same period in January. Currently, facilities in Shandong, North China, and Central China are operating at reduced capacity, while Southwest and Northwest are also included in the production reduction plan. If the production reduction is implemented as planned, the supply side spot market will become tight or gradually ferment. At the beginning of the second round of upward trend this week, the middle and lower reaches maintained a wait-and-see attitude and still had resistance to accepting high priced orders. Subsequently, with the digestion of low-priced raw materials in the previous round and the steady increase in orders, it is expected to stimulate the momentum of chasing higher prices and stocking up again. Individual factories strictly control supply and, depending on downstream orders, will seize the opportunity to further adjust prices to stimulate market stocking sentiment. From the current perspective, in the supply-demand game, individual factories still have the upper hand. In the short term, DMC prices are expected to remain stable, with mainstream freight inclusive quotes remaining at 14000-14300 yuan/ton;