Industrial Silicon Forecast: Next Month Trend (September)

Industrial Silicon Forecast: Next Month Trend (September)

Start-up output forecast: In August, the national industrial silicon monthly output was about 326,320 tons, an increase of 40,150 tons month-on-month, and an increase of 40,390 tons year-on-year. The operating rate was 57.89%, an increase of 8.43% month-on-month. In September, when the water season in Sichuan and Yunnan was in full swing, the output of production remained stable and high. A large factory in Xinjiang had a plan to increase production, and the operating rate of other production areas did not change much. It is expected that the industrial silicon output of submerged arc furnaces will increase month-on-month in September, or around 350,000 tons.

Price trend forecast: At present, some new downstream polysilicon projects are being put into production and trial operation one after another. Both upstream and downstream have growth expectations for the consumer side, and their attitudes are slightly positive. Subsequent manufacturers mainly in Sichuan and Yunnan will only increase their electricity costs. In addition, the prices of raw materials such as clean coal and oil coke will increase slightly, and their costs will inevitably increase. For more and more 421# in the futures market entering the delivery warehouse, although the output of the industrial silicon market is large, there is a mismatch of consumer-end products, and low-grade products with oxygen are a little nervous. The price of industrial silicon is expected to rise slightly in September.