Production is expected to decrease by 40000 tons! In November, China’s silicon metal export volume slightly increased and fell into a slump. Outlook for industry winter fluctuations under the warning of silicon coal prices
Important message:
The price of industrial silicon continues to be low, and all mining furnaces in the Nujiang region of Yunnan have been shut down. It is expected that the national industrial silicon production will decrease by more than 40000 tons in December, and silicon companies have a low willingness to continue to discount shipments. The inventory of high-quality polycrystalline silicon materials is low and mostly poor, with limited demand in the organic silicon market. The demand for silicon aluminum alloys and exports continues to be weak, providing limited support for industrial silicon. At present, industrial silicon production in Xinjiang region remains at a high level, and there is a high demand for silicon coal. However, silicon coal in Xinjiang is tightening, and prices may increase. The rise in costs and Southwest production reduction support silicon prices, and there has not been a significant marginal decrease in downstream consumption. Overall, there is no significant stimulus for silicon prices in December, and it is expected that the short-term silicon price range will mainly operate. Pay attention to the impact of weather factors on transportation restrictions.