On September 29, the data released by the Silicon Industry Branch of the China Nonferrous Metals Industry Association showed that the domestic single crystal compound feed price this week was as high as 250,000 yuan/ton.
           Regarding the market outlook for organic silicon prices, the current high prices of raw materials and the limited production capacity of metal silicon are affected by policies, and the subsequent supply of raw materials to the market is even more tight. It is unknown whether there will be insufficient raw materials to maintain production in the later period. In order to prevent the situation of "no rice in the pot", upstream manufacturers have chosen to stop receiving orders and sealing them without reporting. Will continue to rise.
           At present, the shortage of metal silicon is becoming more and more serious. With policy support, this situation will continue in a short period of time, and the price may continue to rise. The hot downstream demand for organic silicon still exists, and the peak season continues. At present, policies such as dual control of energy consumption, power limit, and production limit have been implemented in many places, and various commodity markets have been affected. Silicone is no exception. The price of the most important raw material metal silicon continues to break the historical high price rise. Under the support of cost, Silicone prices will also increase. It is expected that the silicone market will continue to rise at a high level in the future, and prices will continue to rise.
           The price of raw metal silicon continues to rise, and support for the cost of organic silicon still exists. Although domestic companies will still have new production capacity in the next few years, the demand for new energy vehicles and photovoltaics and other emerging fields is expected to gradually release, the overall supply and demand pattern is still improving, and silicone DMC is expected to operate at a high level.