This week, the domestic organic silicon market has experienced a strong rebound, with prices of major categories experiencing significant increases. Among them, a large single unit factory in Shandong has once again raised the DMC ex factory price to over 13500 yuan/ton, and after adding freight, the actual delivered price is approaching a high level. At the same time, mainstream quotations in East and Central China are also showing a trend of convergence.

Industry insiders analyze that the current price increase is mainly due to the significant improvement in the supply and demand pattern. On the demand side, with the rapid development of downstream photovoltaic, new energy and other fields, as well as the arrival of traditional peak seasons, the consumption of organic silicon continues to grow. On the supply side, some enterprises have experienced low inventory levels due to previous load reduction operations, coupled with industry production cuts and maintenance tightening supply, resulting in tight spot supply.
In this context, the main facilities in Shandong, North China, and Central China have maintained a trend of reducing production, and many enterprises in Southwest and Northwest China have also joined the ranks of reducing production. The industry's operating rate has significantly decreased to a low level, and the inventory cycle of mainstream individual factories has been shortened to around 7-10 days. The tight supply of spot goods further supports the upward trend in prices. In addition, the stabilization of raw material prices also provides strong support for the cost of organic silicon.