In terms of polycrystalline silicon: Last week, the price of silicon materials fell and the transaction situation improved. There are two reasons for this price change: on the one hand, downstream silicon wafer companies have reduced production by over 50%, resulting in a sudden drop in demand for polycrystalline silicon. The bearish sentiment in prices is severe, and silicon material companies are able to accept price adjustments within a certain range. On the other hand, the preliminary orders of silicon material enterprises have been basically digested, and some high priced orders in the preliminary stage have encountered execution problems, which have been partially converted into enterprise inventory. Silicon material companies face significant pressure to sign orders, and silicon material inventory continues to accumulate. At the same time, the continuous pressure on downstream enterprises to purchase silicon materials has brought significant cost reduction pressure to silicon material enterprises. The current prices have begun to approach the cost lines of some old production capacity, second line enterprises, and new production capacity, and some enterprises are about to face losses.
Octaphenyl cyclotetrasiloxane IOTA-AKT-IOTA (phenylsilicone.com)