441# silicon price trend

Metal silicon prices rose first and then stabilized this week, and the overall rise continued to slow down until the end of the week. The market action force has been slightly insufficient. The supply of silicon plants is tight, there is no pressure on inventory, and the superposition cost supports the high and strong silicon price. According to the data monitoring of business agency, the average price of metal silicon in the domestic market on the 11th was 23910 yuan / ton, up 3.69% from last Friday and 72.53% year-on-year.

The prices of 441# silicon in various regions on the 11th are as follows:

The price range of #441 metal silicon in Huangpu port area is 23800-24000 yuan / ton, with an average price of 23900 yuan / ton; The price range of #441 metallic silicon in Tianjin port area is 23700-24000 yuan / ton, with an average price of 23850 yuan / ton; The price range of #441 metallic silicon in Kunming is 23500-23700 yuan / ton, with an average of 23600 yuan / ton; The price range of #441 metallic silicon in Sichuan is 23400-23600 yuan / ton, with an average of 23500 yuan / ton; The price range of Shanghai #441 metal silicon is 24600-24800 yuan / ton, with an average price of 24700 yuan / ton.

Demand side

In terms of organosilicon DMC, the price rose steadily and slightly. The ex factory quotation of domestic organosilicon DMC was around 35000-37000 yuan / ton, and the average price was 35720 yuan / ton. After the recent continuous rise in prices, the price began to fall, and fell nearly 3000 yuan / ton within the week, making the market confusing again. However, according to the current market, it is unlikely that silicone will continue to rebound and rise, the low pressure in the market will spread, the downstream demand support is insufficient, and the market is mainly adjusted and operated in a narrow range.

In terms of aluminum alloy, the high price of aluminum alloy has dropped, resulting in the customer receiving capacity of aluminum alloy to be studied, and the alloy manufacturers have followed the decline. The factory quotation of aluminum alloy ADC12 is near RMB 22300-22500 / ton. At present, the digestion of inventory is mainly for the just need to replenish the inventory of industrial silicon.

Future forecast

On the whole, traders are mainly cautious in selling goods at this stage. At present, the price is running at a high level, and the factory is reluctant to sell. On the silicon plant side, the quotation is firm because the old order has not been fully delivered, the spot inventory is not much, and the raw material price rises. The market sentiment is short, the enthusiasm of traders and downstream inquiry decreases, and the upstream and downstream game is fierce. With the increase of production in March, the output of metal silicon will increase. It is expected that the rising trend of metal silicon in the future will slow down and the high level will operate stably in the short term.

1、 Trend analysis

According to the nickel price monitoring of business society, on the 10th, the nickel price fell sharply, and the spot price was reported as 241216.67 yuan / ton, down 22.22% from the previous trading day and up 96.8% year-on-year.

Affected by the delivery announcement issued by Castle Peak, all nickel prices fell by the limit except for the contracts in recent months. According to media reports, Castle Peak holdings replaced domestic metal nickel plates with its high matte nickel and deployed spot delivery through various channels. The nickel price market has begun to break away from the scope of fundamentals and enter the game of the market for inventory and warehouse delivery, and the market trend is more uncertain. The short-term nickel price is expected to fluctuate sharply.

1、 Price trend

Latest price (March 9): 9000 yuan / ton

Key points of analysis: according to the data monitoring chart of business agency, the average domestic spot price of pvc5 was 9000 yuan / ton on March 9, up 1.35% compared with the previous trading day and 4.65% year-on-year. At present, the disk is relatively strong and volatile, and the PVC market price continues to rise, with a range of about 50-150 yuan / ton. Some dealers are closed and wait-and-see, and the market focus continues to move up, but the high price transaction is general. At present, the price of PVC raw material is about 4200-8850 yuan / ton.

The PVC market is expected to rise steadily.

According to the price monitoring of business agency, the market price of 1# antimony ingots in East China was 80000 yuan / ton on March 8, unchanged from the previous trading day.

After the price of antimony ingots rose, it was temporarily stable. The seller’s attitude of being reluctant to sell was strengthened recently. The market trading was relatively enthusiastic, the market price rose, and a small amount of replenishment transactions were made in the downstream. The overall trading of the market was still weak, and it was still mainly on demand. It is expected that the market price will continue to maintain a stable, medium and strong trend. The future market will focus on the resumption of production of relevant enterprises.

Trade name: cryolite

Latest price (March 7): 7300 yuan / ton

Key points of analysis: today, the cryolite market in Henan is up, and the average production price in Henan is up 0.69% from yesterday. Due to the shortage of cryolite raw materials and the impact of the international situation, the cost pressure of using natural gas by individual enterprises increases, the manufacturer’s inventory is low, the market quotation is strong, and the downstream demand is stable. Enterprises negotiate shipment. In the short-term price situation, we also need to pay attention to the enterprise’s commencement and inventory. At present, the market is in a wait-and-see attitude towards the future market.

Future forecast: wait and see the cryolite market and pay attention to the market supply.