[Chemical market under "dual control"] It is difficult for the raw material metal silicon to increase the amount of organic silicon into the era of 60,000 yuan

Under the guidance and promotion of the difficulty of increasing the volume of metal silicon and the price increase, the quotation of organic silicon has entered the era of 60,000 yuan

The price of silicon metal is difficult to increase and the price blows out

Since the third quarter of last year, with the economic recovery in the post-epidemic era, enterprises have accelerated their pace of resuming production and work, and it is difficult to achieve the total energy consumption control target in some regions

In this regard, Lin Boqiang, dean of the China Energy Policy Research Institute of Xiamen University, said that this is actually to better balance the relationship between economic growth and the reduction of energy consumption.

According to the regional distribution of China's industrial silicon production in the first three quarters of 2020, Yunnan's industrial silicon production accounted for 21% of the country's total production, second only to Xinjiang

"Today, Huadong 421# metal silicon is quoted at 65,000 yuan (ton price, the same below), which will increase by 10,000 yuan every day for the past two days

Silicone has become the "price king"

Driven by the soaring price of raw metal silicon, organic silicon, which was once unknown, has become the "price increase king" of domestic chemical products this year

At the beginning of the year, the silicone DMC rose from 21,800 yuan to 30,500 yuan at the end of June, an increase of nearly 40%

　　In the second half of the year, the pace of organic silicon price increases did not stop, and the overall rise was driven by the transmission of the upstream metal silicon surge

　　As of September 28, domestic silicone DMC ex-factory quotations are referenced from 60,500 to 63,300 yuan, and there are not many on-site stocks, and the high-end price reference is around 65,000 yuan

　　As the price of organic silicon rises, organic silicon companies with a relatively complete industrial chain have made good profits

　　Still maintaining high volatility in the later period

　　Regarding the late trend of organic silicon, the industry believes that the market will still fluctuate at a high level

　　From the perspective of supply, in recent years, in order to alleviate the overcapacity of organic silicon, the state has clearly stipulated in the "Industrial Structure Adjustment Guidance Catalog" that the initial scale of new construction is less than 200,000 tons/year, and the single set of less than 100,000 tons/year Methylchlorosilane monomer production equipment belongs to the “restricted category”, which means that the industry’s entry barrier has been raised to 200,000 tons/year, and the initial investment is at least 2 billion yuan.

　　From the perspective of raw materials, September is about to pass, and the wet season will end.

　　Wang Yuwu believes that in the short term there will still be an imbalance between supply and demand in the market, especially for silicon metal, not only at home, but also abroad.