Silicon metal remains on a strong upward trend
Recently, the domestic industrial silicon prices continue to rise. At present, the mainstream price of silicon metal 553 in the main producing areas in China is 16,000 ~ 16,500 yuan/ton, the mainstream price of silicon metal 441 is 17,000 ~ 17,500 yuan/ton, the mainstream price of silicon metal 3303 has exceeded 10,000 yuan, and the mainstream price of higher grade silicon metal 2202 is 19000 ~ 19800 yuan/ton. For 441 industrial silicon, which is between chemical grade and industrial grade, the rise is even more striking. Its current price can be described as soaring, similar to the previous rise in the rate of manganese metal.
For the aftermarket of industrial silicon market, industry insiders believe that the strong support of cost and demand, industrial silicon will continue to maintain a rising cycle.
The recent implementation of differential electricity price and the increase of electricity price bring great cost pressure to industrial silicon in northwest China. According to the previous situation, due to the cost pressure and national environmental protection control, the production cost of industrial silicon has increased by nearly 1000 yuan/ton in the short term. After gradual digestion, the final price of industrial silicon can basically obtain part of the profit last week. Starting in April, prices for power, silica, petroleum coke and graphite electrodes, which are necessary to produce industrial silicon, rose sharply over the same period, putting pressure on producers in the short term. High costs have forced operators to raise selling prices to maintain production, and after a two-month adaptation period, the market has now accepted the price rise of silicon metal. An insider thinks, for the recent industrial silicon price soaring, although there are speculation factors, but see the cost of the increase is also very big, such as oil coke price increase 300 yuan/ton range. As the prices of freight and means of production rise, the prices of manufacturers will not fall any further.
At the same time, with the promotion of national environmental inspection, and the implementation of differential electricity price, the smelting price of enterprises that do not adapt to the industry access policy will rise to a very high price. It is understood that after the implementation of the differential electricity price in northeast China, the smelting price of some manufacturers reaches more than 0.52 yuan/KWH. In Luobei area, most factories have stopped production because of the pressure from rising electricity prices. In Sichuan, Yunnan and other places, affected by power, in addition to new manufacturers, many former old plants have not met the industry access requirements. With the exception of some industrial silicon plants in areas with more power, many are still at rest. Hunan has always been a relatively concentrated area of industrial silicon. Due to the relatively cheap silica resources and electricity in this area, the production is relatively normal. Fujian area by smelting cost limit, spot has been maintained at a higher price.
In the near future, the overall operation of industrial silicon is very good, in addition to some manufacturers because of good raw materials, cheap electricity and other factors such as the sales price is slightly lower, the price of the whole series of industrial silicon products is rising, and is likely to reach a peak.
