According to the analysis of the Business Society’s market monitoring system, on September 22, the domestic market price of silicon metal # 441 was based on 9700 yuan/ton, an increase of 250 yuan/ton or 2.65% compared to September 14 (market price of silicon metal # 441 was 9450 yuan/ton), and an increase of 340 yuan/ton or 3.63% compared to September 1 (market price of silicon metal # 441 was 9360 yuan/ton).
| Gamma-PGA (gamma polyglutamic acid) |
The metal silicon market has steadily risen this week
From the commodity market analysis system of Shengyi Society, it can be seen that the domestic silicon metal market has shown a strong upward trend in recent days. As of September 22nd, the price of 553 # silicon and 441 # silicon in East China Oxygen Technology Co., Ltd. was 9400-9600 yuan/ton and 9600-9800 yuan/ton, respectively, with a weekly increase of 200-300 yuan/ton. The price of 3303 # silicon was 10400-10600 yuan/ton, with a weekly increase of 100-200 yuan/ton.
Analysis of Market Factors
In terms of construction, the overall construction of the silicon metal market remains stable
The operating rate of silicon metal in Xinjiang region is around 69%, which has increased compared to the previous week. At the beginning of the month, Xinjiang has plans to continue increasing the number of furnaces, and it is expected that the operating rate will continue to increase. The overall operating rate of metallic silicon in the northwest region is around 77%, unchanged from the previous week. The overall operating rate of silicon metal in Yunnan region is 65%, which is basically the same as the previous week. The overall operating rate of metallic silicon in Sichuan region is around 52%, slightly lower than the previous week. Some silicon companies have reduced production in the early stage, while most silicon companies have maintained stable operating rates. It is expected that the operating rate in Sichuan will remain stable in the later stage.
Supply side: The current market supply is stable and expected to increase in the later stage
At present, the overall operation of metal silicon equipment is stable, and the overall market supply remains stable. It is expected that some production capacity in Xinjiang will have new plans by the end of September, so it is expected that the overall supply of metal silicon will increase by the end of the month.
On the demand side: The Golden Nine effect is beginning to show, and downstream demand is increasing narrowly
At present, the downstream polycrystalline silicon production is basically stable, while the organic silicon production is stable with small fluctuations, and the overall demand for metallic silicon remains stable. The operating rate of aluminum silicon alloy enterprises has maintained a narrow upward trend, and the traditional “golden nine” effect has initially emerged. Downstream orders have slightly improved, promoting the increase in operating rate of aluminum alloy enterprises and boosting the demand for raw materials.
Market analysis in the future
At present, the trading atmosphere in the metal silicon market is mild, and the supply side is expected to increase. The loose supply situation in the market continues, and downstream demand is stable with a narrow rise. The overall supply and demand transmission is still acceptable. The metal silicon data analyst of Business Society predicts that in the short term, the domestic metal silicon market will mainly fluctuate within a certain range. In the later stage, it is still necessary to pay more attention to the operating situation of silicon enterprises and the changes in supply and demand.
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