Price analysis of this week (6.21-6.28, the same below)

According to the data of business news agency, the average price of domestic silicon metal (441) market on June 28 was 14350 yuan / ton, up 0.58% from 14266.67 yuan / ton on June 21, and 36.34% from last year.

The price of 441 ᦇ silicon in different regions on the 28th is as follows:

The price range of silicon metal in Huangpu port area is 14500-14600 yuan / ton, with an average price of 14550 yuan / ton; The price range of silicon metal in Tianjin port area is 14500-14600 yuan / ton, with an average price of 14550 yuan / ton; The price range of ᦇ 441 metallic silicon in Kunming is 14200-14300 yuan / ton, with an average price of 14250 yuan / ton; The price range of silicon metal in Sichuan is 14100-14200 yuan / ton, with an average price of 14150 yuan / ton; Fujian ᦇ 441 metal trading range 13400-13600 yuan / ton, the average price of 13500 yuan / ton; The price range of silicon metal in Shanghai is 15000-15200 yuan / ton, with an average price of 15100 yuan / ton.

Market analysis of this week

In terms of inventory, large factories in northern China have temporarily stopped production. In addition, the power rationing period in Yunnan is nearly a month. Although some silicon factories have resumed work, the overall spot is still not much; In terms of cost, affected by the rise of electricity price in wet season in Yunnan, the electricity cost of silicon plant increased, and the coke cost increased by 22.57%, so the possibility of silicon price falling in Yunnan is small in the short term; In terms of output, the operating rate of Xinjiang silicon plant is not high, and the output supply of large plants is reduced. The recent high silicon price is caused by many factors, such as the shutdown of large factories, the cost of power in Yunnan, and the current situation in Xinjiang.

Future forecast

At present, the resumption of production of Yunnan silicon plant is still short, still in the empty window period, and there are few in stock. It is expected that further resumption of production will take place next month. The shutdown time of large factories in the north is not expected to exceed 20 days. The output of metallic silicon will also increase significantly in July. Most of the organic silicon plants in Xinjiang started normal this week, and the market anxiety has eased. In addition, due to the promotion of photovoltaic industry, the demand for metallic silicon has increased, Business community analysis believes that the price of silicon metal in July will still be high.