According to the analysis of the Business Society’s market monitoring system, on August 5th, the reference price for the domestic market of silicon metal # 441 was 9590 yuan/ton, which was 520 yuan/ton lower than the market price of silicon metal # 441 on July 30th (10110 yuan/ton), a decrease of 5.14%.
| Gamma-PGA (gamma polyglutamic acid) |
From the commodity market analysis system of Shengyi Society, it can be seen that as we enter August, the overall domestic silicon metal market has shown a continuous downward trend. Looking back at the end of July, the spot market price of silicon metal returned to the 10000 yuan mark, but the high level was difficult to hold. In the early days of the month, the focus of the silicon metal spot market continued to fall, with a daily decline of around 100-200 yuan/ton. As of August 5th, the market price of silicon metal 441 # in East China was referenced at 9500-9600 yuan/ton, Kunming was referenced at 9700-9900 yuan/ton, Huangpu Port was referenced at around 9400-9800 yuan/ton, Tianjin was referenced at 9300-9600 yuan/ton, Sichuan was referenced at 9200-9300 yuan/ton, and Shanghai was referenced at 9200-9300 yuan/ton. 9700~10000 yuan/ton.
Fundamental situation
In terms of supply and production: According to incomplete statistics, the metal silicon production in July 2025 increased by about 3.2% month on month at 338000 tons, and decreased by about 30.6% year-on-year. In August, it is expected that the production of silicon metal will continue to increase slightly. After entering the flood season, the overall operation and supply of the silicon metal market have also increased.
In terms of demand: Currently, the downstream demand for metallic silicon is mainly for rigid procurement, while the downstream polycrystalline silicon and organic silicon markets are generally stable. The procurement of raw materials is cautiously observed and mainly based on demand.
Market analysis in the future
Overall, the rise in the silicon metal market this time is largely influenced by macro news, and the overall support provided by the supply and demand side to the market is average. The improvement in transmission between supply and demand is still limited. Business Society’s silicon metal data analyst predicts that in the short term, the domestic silicon metal market will mainly fluctuate, and specific changes in supply and demand news need to be closely monitored.
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