China Printing Ink Resin manufacturer

Anhui Herrman Impex Co., Ltd


July 15, 2021

SI Metal Weekly and Half-year Summary

This week, silicon prices were stable. The mainstream quotations of oxygenated 553, 441, 421 and 3303 in

Tianjin Port were the same as last week. The mainstream quotations for Si metal 553 , 3303 , 421 and 441

in Kunming area were the same as last week.


This week, the price of entire domestic industrial silicon remained stable. In terms of specific regions, enterprises

in Xinjiang mainly execute monthly orders, and there are no new orders this week; Affected by the epidemic in Yunnan,

the transportation is inconvenient, the factory mainly delivers early orders, the market transaction is relatively low.

The demand for chemical grade silicon in Fujian is strong, and the price continues to rise, with an increase of 100

yuan / ton this month. In Sichuan Province, the fear of high price continues and the demand drops. However, under

the influence of environmental protection supervision and power shortage, the supplying of 421 is tight and the price

is firm. In terms of exports, the price of each brand of silicon was flat with that of last week, the market was mainly

wait-and-see, and the trading was relatively slow.


According to Antaike report, due to the shortage of power, Yunnan has recently started a new round of power rationing,

mainly in Dehong area. At present, there are 43 furnaces in the whole Prefecture, and the power generation and supply

of the whole Prefecture are basically balanced. In view of the current trend, the power supply department does not plan

to supply power to the enterprises that have not yet opened the furnace, and makes every effort to guarantee the production

and power consumption of the enterprises that have opened the furnace. In addition, affected by the Ruili epidemic, the

supply of raw materials in some silicon plants is short, which may lead to the phenomenon of "no rice in the pot" in silicon

plants. It is expected that the supply in Yunnan is tight, and the silicon price is expected to run at a high level.


According to the statistics of the silicon industry association, the domestic industrial silicon output from January to June was

1.1437 million tons, an increase of 26.3% on a year on year basis. In the first half of the year, domestic consumption was

887000 tons, up 14.64% year on year. Among them, the consumption of aluminum alloy was 219000 tons, with a year-on-year

growth of 23.1%; The consumption of organic silicon was 374000 tons, a year-on-year increase of 17.1%, and that of polycrystalline

silicon was 261000 tons, a year-on-year increase of 6%. It is estimated that the export in the first half of the year will be 400000 tons,

with a year-on-year increase of 40%. Although the domestic output in the first half of the year has increased compared with that

of last year, the demand for industrial silicon in the downstream aluminum alloy, silicone and polysilicon is strong, and the domestic

industrial silicon market is improving, showing a trend of strong supply and demand and rising silicon price. In the first half of the year,

the prices of 553 and 441 domestic industrial silicon were 13005 yuan / ton and 13720 yuan / ton respectively, up 19.6% and

15.47% year on year. In the first half of the year, the strong demand in the downstream led to the current domestic inventory at

a very low level. It is expected that the demand in the aluminum alloy and silicone fields will remain relatively stable in the second

half of the year, while the demand for polysilicon will increase slightly. Considering the impact of Yunnan's power rationing on

output and the cost push, the price is expected to continue to rise in the second half of the year and reach a record high.

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