Industrial silicon is stable and the futures market improved

Today, the industrial silicon spot market is stable, and market transactions are still dominated by just demand. Today, East China oxygen 553# silicon in 11,700-11,900 yuan/ton, East China 421# silicon in 12,000-12,300 yuan/ton. On the supply side, the start of production in the northwest production area remained at a high level, with a slight increase in output, and the southwest production area experienced a phenomenon of centralized reduction and shutdown in the later period as the electricity price was gradually adjusted upward. Some manufacturers have a price phenomenon, downstream enterprises mainly need to just, and the actual trading volume and downstream procurement have not changed significantly. The industrial silicon in Gansu production area is relatively stable as a whole, and the current factory price of 97 silicon 1503 is 10,600 yuan/ton, and the order volume has decreased. If frequency furnace 331# silicon factory price is 12300 yuan/ton, the price of raw material silicon mud is still high, some of the earlier IF frequency furnace manufacturers are still on the sidelines. Futures end: industrial silicon main 2412 contract closing price of 12730, +2.04%, up 255, a daily increase of 6701 lots.

Today's polysilicon price runs smoothly, the current re-feeding report 36-41 yuan/kg, dense material offer 35-39 yuan/kg, cauliflower material offer 31-34 yuan/kg, battery and component market price competition is fierce, low prices continue, the late price can stop falling back to temperature, but also pay attention to changes in terminal installed demand.

Today's silicone market is stable, and the mainstream market trading price is referenced to 13800-14000 yuan/ton (water delivery). The cost side is relatively stable, and order prices in some regions have decreased slightly. The main domestic monomer factory may continue to implement the profit concession policy to promote negotiations, while enhancing the willingness to ship, large enterprises will mainly make inquiries and negotiate prices.

In general, the improvement of industrial silicon fundamentals is expected to be relatively limited, near the delivery month, the warehouse receipt pressure is still there, and industrial silicon is mainly weak and stable in the short term