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Based on the above analysis of silicon metal supply and demand, Hensfate Metal will share with you the future trend of silicon metal in detail. Basically see the solution situation that the front 3 bring about rise factor how.

First of all, for zombie production capacity, the price remains high, part of zombie production capacity will resume production, but it takes a certain period.

Secondly, the power rationing order in Yunnan is still continuing. Due to lack of power supply, some silicon factories in Baoshan, Yunnan have received the notice of power rationing, and some industrial silicon furnaces are still shut down, which is difficult to recover in the short term.

Third, if the domestic price continues to be high, it is expected that the export will be reduced. China's silicon metal is mainly exported to Asian countries, although it is rarely exported to European and American countries, but due to the recent global high price, European industrial silicon has increased production. In the past few years, due to the domestic cost advantage, China's silicon metal production occupies an absolute advantage, and the export volume is large. However, when the price is high, other regions will also increase production capacity, and the export will decrease.

Finally, in terms of downstream demand, there are more organosilicon and polysilicon production in the second half of the year. The total production capacity of xingshan, Yunneng Silicon, Dongyue and Hesheng Shanshan, which may be put into production in advance, is about 900,000 tons. With the 400,000 tons of Hesheng Shihezi that has been put into production this year, the new production capacity will be nearly 1.3 million tons this year. Polysilicon, the fourth quarter of this year is planned to put into production capacity of about 230,000 tons, estimated silicon metal overall demand of about 500,000 tons. However, the consumer market for end-products may not consume the new capacity, so the overall operating rate of the new capacity will be reduced.

Overall, the silicon-metal shortage is expected to continue throughout the year, although the second half of the year will be challenging for silicone and polysilicon companies without silicon-metal support. In the second half of the year, some organic silicon enterprises may face the same situation as downstream enterprises can not buy raw materials.