Mixed rubber jumped 500! The main monomer mills led the silicone gains!

Market analysis

At present, the spot price of silicon metal is stable.

Looking at the aftermath of the market

Supply side: the supply side is currently north high south low pattern, not much change. Gansu production area is relatively stable, compared with last week’s basically flat, most of the silicon factory is currently to line up the order of production, there is no greater pressure on shipments for the time being, but compared to last week, a small number of silicon enterprises inventory has been a small amount of accumulation, the offer relative to last week is also a bit loose. Downstream procurement has not yet fully unfolded, most companies basically to consume the previous inventory.

Demand side: silicone, silicone DMC prices are stable and bullish. Currently there is a certain favorable support for silicone, monomer factory price mentality is stronger, there are still pre-order to maintain good shipping status, the downstream wait-and-see, on-demand replenishment. Polysilicon, polysilicon prices continue to run stable today, the silicon enterprise price mentality, less new orders, more wait-and-see mood. Polycrystalline silicon industry starts to maintain a high level, and wafer scheduling continues to increase, the recent polysilicon factory powder single bidding in progress, but the number of transactions is not much.

In general, the current silicon enterprises there is a certain shipping pressure, silicon enterprises offer some relaxation, near the downstream centralized replenishment, is expected to drive the market warming up, short-term look at the industrial silicon is still weak and stable operation is given priority to. Later need to focus on the post-holiday restocking situation.