On August 11, 2026, the reference market price for domestic silicon metal # 441 was 9300 yuan/ton, which increased by 20 yuan/ton or 0.22% compared to August 1 (market price of silicon metal # 441 was 9280 yuan/ton).
1、 Trend analysis
| Gamma-PGA (gamma polyglutamic acid) |
Since August, the overall market situation of domestic silicon metal 441 # has remained stable, followed by a slight upward trend. At the beginning of the month, the market price of metal silicon 441 # remained stable with little fluctuation within the market. On August 11th, the market price of metal silicon 441 # slightly increased to a narrow range, with some regions raising the market price by about 50 yuan/ton. As of August 11th, the domestic market price of metal silicon is around 9000-9450 yuan/ton.
Fundamental situation
Supply side: Recently, the overall supply of silicon metal in the market has decreased, with some regions or facilities reducing production or entering periodic maintenance. The overall operating rate of the market has decreased, and the tightening of the supply side has provided some market support, driving market prices to rise.
In terms of demand: Currently, the downstream market for silicon metal in the organic silicon industry is still undergoing an overall anti involution and production reduction. It is expected that the overall operating rate of the market will be lowered in the later stage, and the demand for silicon metal will also decrease. Jinjiu is coming soon, and the downstream polysilicon market demand may see a certain increase. The demand for downstream aluminum alloy ingots in the market remains basically stable. Narrow improvement in supply and demand conduction of metallic silicon.
Market analysis in the future
At present, the overall trading atmosphere in the metal silicon market is average, and it remains to be seen whether the destocking performance of the metal silicon spot market and the market demand can continue to improve. However, there is currently cost support, and the market situation has a certain bottoming out momentum. It is expected that in the short term, the domestic metal silicon market will mainly operate steadily with a moderate to strong trend, and specific attention needs to be paid to the resumption of production in some regions and downstream start-up situations.
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