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Silica: This week, silica prices remained largely stable. Due to limited order shipments during the Chinese New Year, some major factories gradually resumed shipments after the holiday. Meanwhile, small factories showed low demand for silica raw materials recently. Additionally, some small silicon plants in north China underwent maintenance and furnace shutdowns before the holiday, leading to slightly insufficient demand for raw materials. Currently, the mine-mouth price of low-grade silica in Yunnan is 340-350 yuan/mt. The mine-mouth price of high-grade silica is 360-390 yuan/mt in Inner Mongolia, 420-450 yuan/mt in Hubei, and 440-460 yuan/mt in Jiangxi.
Silicon Coal: This week, silicon coal prices remained stable. Affected by the Chinese New Year, the silicon coal market saw moderate order transactions and shipments, with most deliveries focused on fulfilling pre-holiday orders from major factories in north China by leading silicon coal enterprises. Silicon coal prices in various regions remained stable, but the overall weak coal market environment, coupled with the continued sluggish downstream silicon metal market, led many manufacturers to indicate that if mine-mouth coal prices continue to decline, silicon coal prices will follow suit, further benefiting downstream silicon enterprises.
Currently, the ex-factory price of silicon coal (granular) in Ningxia is 1,360-1,550 yuan/mt, while silicon coal (mixed) is priced at 1,180-1,200 yuan/mt. In Gansu, silicon coal (mixed) is priced at 1,170-1,190 yuan/mt, and silicon coal (granular) is priced at 1,320-1,340 yuan/mt. In Xinjiang, silicon coal is priced at 1,800-1,900 yuan/mt, and non-caking silicon coal is priced at 1,150-1,170 yuan/mt. In Shaanxi, silicon coal is priced at 940-960 yuan/mt.
Calcined Petroleum Coke: After the holiday, calcined petroleum coke prices continued to rise, supported by reduced supply and restocking by downstream enterprises. During the Chinese New Year, some refineries reduced production due to poor refining margins, and some enterprises suspended operations for maintenance, significantly reducing domestic calcined petroleum coke supply and directly driving up prices. Currently, the average price of calcined petroleum coke from local refineries, as tracked by SMM, has risen to approximately 2,290 yuan/mt, an increase of 8.7% compared to pre-holiday levels. Meanwhile, Formosa Plastics' calcined petroleum coke prices have also risen to the range of 1,200-1,350 yuan/mt. Recently, domestic calcined petroleum coke supply has remained tight, with limited replenishment capacity from imports, making it difficult to alleviate the market's tight situation in the short term. Driven by active stockpiling and restocking by downstream enterprises, the calcined petroleum coke market is expected to maintain its upward trend.
Electrodes: Electrode prices remained stable at low levels. Prices of electrodes used in silicon production continued to operate at low levels. Although the cost of calcined petroleum coke has been rising, with a rapid increase before the Chinese New Year, electrode manufacturers indicated that it is challenging to adjust electrode prices in line with rising costs. Firstly, most orders are long-term contracts, making renegotiation difficult. Secondly, the long production cycle causes a lag in cost increases due to rising raw material prices. Additionally, the downstream silicon metal industry is still primarily operating at a loss, and downstream silicon enterprises have low acceptance of raw material price increases. Therefore, prices of electrodes used in silicon production are expected to remain largely stable at low levels in the short term.
Currently, the ex-factory price of ordinary power carbon electrodes (diameter 960-1,100mm) is 7,400-7,800 yuan/mt. The ex-factory price of ordinary power graphite electrodes (diameter 960-1,100mm) is 11,000-12,000 yuan/mt. For ordinary power graphite electrodes (diameter 1,272mm), the price is 12,000-13,000 yuan/mt, and for those with a diameter of 1,320mm, the price is 13,000-14,000 yuan/mt.
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