This week, metal silicon gradually showed signs of stopping falling and stabilizing, and the overall market fell weakly. As of April 15, according to the price monitoring of business society, the average price of domestic metal silicon market was 20920 yuan / ton, down 510 yuan / ton, down 2.38%.

The price of 441# silicon in each region on the 15th is as follows:

The price range of #441 metallic silicon in Huangpu port area is 20800-21000 yuan / ton, with an average price of 20900 yuan / ton; The price range of #441 metallic silicon in Tianjin port area is 20800-21100 yuan / ton, with an average price of 20950 yuan / ton; The price range of #441 metallic silicon in Kunming is 20500-20700 yuan / ton, with an average of 20600 yuan / ton; The price range of #441 metallic silicon in Sichuan is 20500-20600 yuan / ton, with an average of 20550 yuan / ton; The price range of Shanghai #441 metal silicon is 21500-21700 yuan / ton, with an average price of 21600 yuan / ton.

Demand side

The metal silicon market as a whole is weak. Recently, large downstream factories have been fully prepared for bidding and procurement, and the demand in April has made the metal silicon market gradually active. The trading volume has increased significantly, and the transaction price has basically stopped falling. There have also been situations in which the quotation of some factories remains stable and it is difficult for buyers to keep the price down. At the same time, the special situation of the current epidemic, poor logistics, especially in East China, leads to difficult order delivery and general market transactions.

Downstream aspect

Many downstream silicone and aluminum alloy enterprises shut down maintenance. Under the impact of the epidemic, the operating rate of primary and recycled aluminum alloy decreased again this week. The operating rate of primary aluminum alloy leading enterprises this week was still 67%, down by two percentage points; The operating rate of leading recycled aluminum enterprises decreased by 3.1 percentage points to 47.2%.

After a short rise, the silicone market fell. The market quotation of mainstream DMC monomer factory was 27000-28800 yuan / ton. Except that the price fluctuated greatly in Shandong, the quotation in other regions was relatively stable. Affected by factors such as logistics and transportation, the trading atmosphere in the venue was still light.

Polysilicon prices rose slightly, and the supply side remained tight. At present, most of the devices of 12 domestic silicon material manufacturers started normally, but some silicon material manufacturers still took maintenance actions in April and may.

Future forecast

On the whole, silicon factories are in a dilemma. On the one hand, raw material prices are rising and production costs are rising, resulting in repeated compression of profit space. Some silicon factories resist downstream price reduction due to cost reasons; On the other hand, the downstream demand and overseas export situation are always not optimistic. After the silicon price stabilized this week, most of the rigid demand was released, and the buyers’ wait-and-see mood is still strong. Business analysts believe that the market lacks good news, and the price of metal silicon is weak and stable in the short term.