Price analysis of this week (7.19-7.23, the same below)

According to the data of business agency, the price of metal silicon rose sharply this week. As of the 23rd, the average price of domestic metal silicon market was 14650 yuan / ton, up about 200 yuan / ton compared with last week, an increase of 1.44% month on month.

The prices of 441# silicon in various regions on the 23rd are as follows:

The price range of #441 metallic silicon in Huangpu port is 14800-14900 yuan / ton, with an average price of 14850 yuan / ton; The price range of #441 metallic silicon in Tianjin port is 14800-14900 yuan / ton, with an average price of 14850 yuan / ton; The price range of #441 metallic silicon in Kunming is 14500-14600 yuan / ton, with an average price of 14550 yuan / ton; The price range of #441 metallic silicon in Sichuan is 14300-14500 yuan / ton, with an average price of 14400 yuan / ton; Fujian #441 metal trading range is 13800-14000 yuan / ton, with an average price of 13900 yuan / ton; The price range of Shanghai #441 metal silicon is 15300-15400 yuan / ton, with an average price of 15350 yuan / ton.

Market conditions this week

Affected by the epidemic situation and limited film in Yunnan, the local operating rate is low, and the superposition of some raw clean coal remains high due to transportation costs; An accident at a large factory in Xinjiang led to a reduction in production. Affected by the news, downstream customers’ purchase enthusiasm increased; High electricity prices in Fujian and strong demand from downstream customers have driven up silicon prices.

In the downstream, the overall high and stable operation of the domestic silicone DMC market. As of July 22, the average market price of silicone DMC was 30666.67 yuan / ton, an increase of 0.11% compared with last week’s five ring ratio.

Future forecast

At present, the epidemic situation and limited film production in Yunnan affect the output of metal silicon, the manufacturers have less inventory and tight spot supply, the demand for downstream silicone is positive, the metal silicon market is in an environment of “short supply”, the possibility of silicon price decline is small, and it will still be in an upward trend in the short term.