Organic silicon fell steadily! Metal silicon continued to rise, and the quotation on October 17 and the market analysis of organic silicon, gas silicon, metal silicon and monocrystalline silicon-P.G SILICONE LIMITED

Organic silicon fell steadily! Metal silicon continued to rise, and the quotation on October 17 and the market analysis of organic silicon, gas silicon, metal silicon and monocrystalline silicon

Author：Administrators Released in：2022-10-17 11:42:31 Written words：【Big】【In the】【Small】

Abstract：Last week, DMC prices fell weakly. After the DMC market holiday, the enterprise's inventory pressure rose again, and the single factory's recent load reduction action increased, but the overall level was still above 70%. Under the pressure of de inventory, some manufacturers bid for shipment, and the focus of DMC transactions fell back; Last week, the price of silicon metal rose steadily, the price of methyl chloride fell sharply, and the overall cost of DMC did not change much.

“Price stability”

The price of metal silicon rose, while the price of organic silicon remained stable: (Note: the transaction price of some products was quite different from the quotation, which is only for reference)

421 # metal silicon: East China quoted 21900-22200 yuan/ton, up 100 yuan;

DMC: 17300-18500 yuan/ton;

107 glue: 18300-19000 yuan/ton; (Market quotation, for reference only)

Raw rubber: 18800-19000 yuan/ton; (Market quotation, for reference only)

Rubber mix: 17000-19500 yuan/ton; (Market quotation, for reference only)

Dimethyl silicone oil: 19500-20000 yuan/ton; (Market quotation, for reference only)

Methanol (Northern Shandong): 3000 yuan/ton;

Methyl chloride: 3200 yuan/ton.

Organosilicon

Last week, DMC prices fell weakly. After the DMC market holiday, the enterprise's inventory pressure rose again, and the single factory's recent load reduction action increased, but the overall level was still above 70%. Under the pressure of de inventory, some manufacturers bid for shipment, and the focus of DMC transactions fell back; Last week, the price of silicon metal rose steadily, the price of methyl chloride fell sharply, and the overall cost of DMC did not change much. The current mainstream DMC quotation is 17300-18500 yuan/ton. Last week, the price of raw materials fell slightly, and the prices of 107 rubber, raw rubber, mixed rubber, and silicone oil fell partially in a stable way. Terminal demand is still weak, and downstream procurement is appropriate. Affected by the cost, the price of silicone is expected to be stable and weak in the short term.

Aerosilicon

Last week, China's fumed silica market continued to decline. In terms of raw materials, the price of silicon chloride held steady this Thursday; The price of methyl trichlorosilane rose slightly. Last week, the supply of gas silicon enterprises was sufficient, but the downstream demand did not improve significantly. Many enterprises needed to buy, and the cost was basically stable. The quotation of some gas silicon enterprises declined. It is expected that the market of fumed silica will be dominated by weak operation in the short term.

Metallic silicon

Last week, the industrial silicon market was stable as a whole, and the silicon price rose steadily. To be specific, on the supply side, the epidemic situation in Xinjiang rebounded, the output of factories in Shihezi, Yili and other major production areas was blocked, and some silicon plants in Yili were already facing a shortage of raw materials; Sichuan and Yunnan are approaching the dry season, and the plants are planned to shut down one after another. Demand side: new polysilicon production capacity has been released successively, and GCL, Tongwei and other enterprises have started to work under high load; The demand for aluminum alloy and silicone terminals is general. Some Yunnan aluminum plants continue to reduce the starting load, and a Shandong silicone monomer plant starts to stop for maintenance. Upstream is bullish and reluctant to sell, and silicon plants are willing to raise prices; The lower reaches are afraid of heights, and mainly wait and see; The upstream and downstream are in a stalemate game stage.

Monocrystalline silicon

The monocrystalline silicon market remained stable last week. In terms of supply, the recent serious epidemic situation in Xinjiang, Inner Mongolia and other places has affected raw materials, logistics, employment and other aspects in the production and operation process. On the one hand, enterprises have recently been affected by regional silence on logistics and transportation, and production links have been less affected. On the other hand, the enterprise actively responded to the call of the local government and did a good job in epidemic prevention and control management. In terms of demand, the domestic installed capacity is supported. At the battery end, the quotation of M10 single crystal PERC battery chips remained at 1.33-1.34 yuan/W, with high purchasing enthusiasm. On the component side, the transaction price of forward orders remains between 1.92-1.96 yuan/W. On the whole, the price of silicon chip will still be supported in the short term.

Recent information

Recent information The European Central Bank Kazaks: It is appropriate for the European Central Bank to raise interest rates by 75 basis points in October and by 50 or 75 basis points in December. There is no reason for the European Central Bank to suspend raising interest rates after December. The interest rate needs to be raised significantly this year, and the pace of interest rate increase can be slowed down later. The ECB no longer has to maintain a large balance sheet.

China Construction Bank: By the end of September, the balance of its personal housing loans had reached 6.5 trillion yuan, an increase of 110 billion yuan over the end of last year, which strongly supported the rigid and improving housing needs of residents; It is planned to invest 30 billion yuan to set up a housing lease fund to explore a new real estate development model that combines rent and purchase.

IMF: The conflict between Russia and Ukraine is causing more and more losses to the European economy. The natural gas delivered by Russia to Europe has dropped by more than 80%, the energy price has soared, and the rising cost of business and living has led to the inflation crisis in Europe. It is predicted that in 2023, the overall inflation rate of European developed economies will be about 6%, and that of emerging economies will reach 12%.

Export Import Bank of China: As of the end of September, the green credit balance of Export Import Bank of China was 420 billion yuan, 78 billion yuan more than the beginning of the year, up 22.81%. Focusing on clean energy, green manufacturing, green trade and other fields, we continued to increase financial support, promoted the implementation of a large number of hydropower, photovoltaic, wind power, high-end energy storage, smart grid projects, and fully supported green development.

Science and Technology Daily: According to a research published in the latest issue of Nature, researchers at Pennsylvania State University in the United States have developed a breakthrough technology to shorten the charging time of electric vehicle batteries to only 10 minutes, which is a record breaking combination between shorter charging time and longer driving mileage.

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