441 # silicon price trend

In the first week after the commencement of construction, the metal silicon phase is now weak. The market has not yet fully recovered, and the spot market activity is low. According to the monitoring of Business News Agency, as of February 3, the average price of 441 # metal silicon in the domestic market was 17970 yuan/ton, down 2.86% from the year before.

The price of 441 # silicon in various regions on March 3 is as follows:

The price range of # 441 metal silicon in Huangpu Port area is 17700-18000 yuan/ton, with an average price of 17850 yuan/ton; The price range of # 441 metal silicon in Tianjin Port area is 17600-17800 yuan/ton, with an average price of 17700 yuan/ton; The price range of # 441 metal silicon in Kunming is 18000-18200 yuan/ton, with an average of 18100 yuan/ton; The price range of # 441 metal silicon in Sichuan is 17600-17800 yuan/ton, averaging 17700 yuan/ton; The price range of Shanghai # 441 metal silicon is 18400-18600 yuan/ton, with an average price of 18500 yuan/ton.

Influential factors of falling price of metal silicon

Supply:

The overall number of silicon metal furnaces this week is basically stable. It is understood that the total number of silicon metal furnaces is 711. As of February 3, the rate of silicon metal furnaces is about 42.76%, 139 in Xinjiang, 28 in Sichuan and 47 in Yunnan. At present, the metal silicon has fallen deeply, the price has reached the cost line, and many manufacturers have postponed the opening plan.

Demand:

The price of polysilicon stopped falling and rose, with the mainstream price of 1916.6667 million yuan/ton, up more than 10%, mainly due to the high price of large head manufacturers and the shutdown of maintenance; The price of aluminum alloy ADC12 rose by 400 yuan/ton, and the mainstream quotation was 19300 yuan/ton. The downstream manufacturers started their work not high, and the purchase demand was not large, and there was no obvious pull on the demand for metal silicon; The market price of organosilicon DMC recovered slightly after the year, with the quotation reference to 16880 yuan/ton, which is mainly based on the delivery of orders before the festival, and the new orders are relatively small, based on the current organosilicon price. The cost side is still under the pressure of loss, and it is expected to operate in a stable manner in the short term.

Aftermarket forecast

In general, in the first week after the holiday, the downstream demand has not warmed up, the demand for organic silicon and aluminum alloy is general, and the silicon price is under pressure. The output of the supply side decreased due to the festival, but the inventory is still mainly accumulated, which also leads to the difficulty of stabilizing the price of the silicon factory under the high cost. It is expected that the short-term metal silicon market will continue to be weak and stable.