Price analysis of this week (6.28-7.2, the same below)

According to the data of business news agency, the mainstream price of silicon metal on July 2 was 14366.67 yuan / ton; It rose 0.41% on a week-on-week basis and 2.68% on a year-on-year basis last month.

On February 2, the prices of 441 silicon in different regions were as follows:

The price range of silicon metal in Huangpu port area is 14500-14600 yuan / ton, with an average price of 14550 yuan / ton; The price range of silicon metal in Tianjin port area is 14500-14600 yuan / ton, with an average price of 14550 yuan / ton; The price range of ᦇ 441 metallic silicon in Kunming is 14200-14400 yuan / ton, with an average price of 14300 yuan / ton; The price range of silicon metal in Sichuan is 14100-14300 yuan / ton, with an average price of 14200 yuan / ton; Fujian ᦇ 441 metal trading range 13400-13600 yuan / ton, the average price of 13500 yuan / ton; The price range of silicon metal in Shanghai is 15000-15200 yuan / ton, with an average price of 15100 yuan / ton.

Lido

From the perspective of raw materials: most of the coal plants have been shut down for a hundred years, and the safety inspection after accidents in the coal industry has been superimposed. Most of the main supply areas of coal mines are out of stock;

Export perspective: due to the shortage of domestic supply, foreign downstream trade is actively replenishing, and the price of export trade order rises accordingly.

Bad news

From the perspective of supply: the production of Xinjiang organic silicon plant will be reduced, and the time to resume construction is expected to be in the first ten days of July, but the overall output will decrease by 2% on a month on month basis. In addition, the output of other provinces, such as Guangxi and Hunan, will increase in June. It is reported that the output in June was 230000 tons, an increase of 21.7% on a month on month basis;

Demand perspective: the 200000 ton plant of large organic silicon plant was shut down, some downstream manufacturers were also affected by the policy, and the downstream consumption performance was poor.

Future forecast

The resumption of coal production still depends on the regulation of local policies. It is expected that production will resume in early July. However, with the support of raw materials in the short term, it is unlikely that domestic silicon metal will fall. In addition, the current resumption of production in Yunnan is slow, and the domestic spot production is lower than expected. Business analysts believe that the price of silicon metal will remain high in the short term.