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From the supply side

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From the supply side: at present, the raw material chemical grade metallic silicon 421 # Huangpu port is quoted at 18400~18900 yuan / ton, and the price has not fluctuated. Monochloromethane in a plant in Shandong has risen to 6100 yuan / ton, and DMC costs of monomer plants are significantly differentiated. There are certain restrictions on the decline of some monomer factories. In terms of devices: the shutdown devices in the early stage have been restarted one after another. Although some enterprises still have the operation of reducing the load, from the current competitive situation, the image of joint production reduction of monomer plants is low, and it is more driven by profits to reduce the load and reduce the production. With the further decline of prices, it is not excluded that some monomer devices will reduce the production and guarantee the price again.

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