According to the analysis of the Business Society’s market monitoring system, on July 14th, the reference market price for domestic silicon metal # 441 was 9140 yuan/ton. Compared with July 1st (the market price for silicon metal # 441 was 8730 yuan/ton), the price increased by 410 yuan/ton, a 4.70% increase.
| Gamma-PGA (gamma polyglutamic acid) |
From the Commodity Market Analysis System of Shengyi Society, it can be seen that in early July, the domestic spot market for silicon metal # 441 showed a steady upward trend overall. In the first ten days, the spot market price of silicon metal # 441 in many regions of China has been continuously adjusted upwards, with a cumulative adjustment range of around 300-500 yuan/ton. As of July 14th, the market price reference for metal silicon 441 # in East China is 9200-9300 yuan/ton, in Kunming it is 9000-9200 yuan/ton, in Huangpu Port it is around 9200-9400 yuan/ton, in Tianjin it is 9000-9200 yuan/ton, in Sichuan it is 8600-8800 yuan/ton, and in Shanghai it is 9400-9600 yuan/ton.
Fundamental situation
In terms of raw material costs: Currently, the overall operation of the silica market is stable, and some mines have certain supply pressure. Currently, the ex factory price of high-grade silica mines in Inner Mongolia is referred to as 300-330 yuan/ton, the ex factory price of high-grade silica mines in Hubei is referred to as 290-330 yuan/ton, the ex factory price of low-grade silica mines in Jiangxi is referred to as 310-320 yuan/ton, and the ex factory price of high-grade silica mines is referred to as around 380-420 yuan/ton.
In terms of supply and production: In July, Yunnan region entered a period of abundant water, and some metal silicon production capacity resumed. The metal silicon production in Sichuan Yunnan region is also expected to increase. Large factories in the north have reduced production, but most silicon companies have stable production. The overall production of metal silicon has increased, but the overall supply pressure is not great, and the supply side provides certain support to the market.
In terms of demand: As we enter July, the overall production of downstream organic silicon and polycrystalline markets for metallic silicon has slightly increased, and the demand for raw material metallic silicon has also improved. The demand side has provided enhanced support to the metallic silicon market.
Market analysis in the future
At present, the atmosphere in the metal silicon market is mild, and the mentality of the industry is good. The metal silicon data analyst from Shengyi Society predicts that in the short term, the domestic metal silicon spot market will mainly operate steadily with a moderate to strong trend, and specific changes in supply and demand news need to be closely monitored.
| http://www.lubonchem.com/ |