Market confidence: due to the current dry period, the overall cost is higher, the southern production, production reduction enterprises continue to increase, at the same time, environmental control superimposed cold weather led to power shortages, logistics and transportation difficulties, some small and medium-sized enterprises in the north also have furnace and production reduction phenomenon, in this case, the industry is not reducing the price sentiment, the market low-cost goods are difficult to find. In general, the current industrial silicon market is in a state of high cost and low supply, and the industry needs to flexibly respond to various challenges and reasonably adjust production and procurement strategies to reduce risks and ensure the steady development of business.
Market transaction price: 421# port quotation is around 15800 yuan/ton; The mainstream price of 553# oxygen market is about 15300 yuan/ton;
Market transaction situation: or “buy up do not buy down” emotional impact, or positive stocking up before the holiday, the current factory inquiry procurement enthusiasm increased significantly compared with before, but in the case of the factory quotation is relatively strong, the actual transaction situation needs to be further improved;
News: Customs data show that in November 2023, China’s metal silicon exports were 47,600 tons, an increase of 9% compared to the previous year and a decrease of 3%. The cumulative export volume of silicon metal from January to November 2023 was 521,400 tons, a decrease of 13% compared with the same period last year; In November 2023, China’s metal silicon imports were 0.04 million tons, a decrease of 4% from the previous year and a decrease of 61%. From January to November 2023, the cumulative import of metal silicon was 0.52 million tons, a year-on-year decrease of 82%.
In the case of more positive information, most people in the industry said that the metal silicon market or continued stable operation before the year, the price or in the trend of easy to rise and fall, but ultimately can be fulfilled, in addition to pay close attention to the changes in the relationship between supply and demand, raw material price trends, the impact of the news surface, futures performance can not be ignored.
