Silicon Carbide Market Report November 2014

Content
Abstract 3
1. Financial news 3
1.1 Domestic financial overview 3
1.1.Asian Metal Copyright1 Chinese silicon carbide exports decline by 31.Asian Metal Copyright1 CPI up by 1.Asian Metal Copyright Financial news 3 1.Asian Metal Copyright6% and PPI down by 2.2% in October YOY 3
1.1.Asian Metal Copyright2.Asian Metal Copyright2 PMI down by 0.5% in November 4
1.2 International financial overview 5
1.2.Asian Metal Copyright2.Asian Metal Copyright1 Crude oil futures prices tumbled by 18.6% 5
1.2.2 US dollar index slightly climbs in November 6
2 Company news 7
2.1 Ordos Dongxiang new black silicon carbide plant puts into production 7
2.2 Jinhai Xingsheng Silicon Carbide reduces black silicon carbide output to 1,000t in November 7
2.3 Langang Abrasive grade-one black silicon carbide stocks increase to500t in early November 7
2.4 Taixi Carbon Based Industrial black silicon carbide stocks increase to 2,500t in early November 7
3 Chinese domestic market review 7
3.1 Black silicon carbide market 7
3.1.1 A slight decrease on the Chinese grade-one black silicon carbide natural lumps price 7
3.1.2 Little improvements on the grade-two black silicon carbide market 8
3.2 Green silicon carbide prices decline slightly 8
4 International market review 9
4.1 Little movement on the European black silicon carbide market 9
4.2 Export market 11
4.2.1 Weak demand for grade-one black silicon carbide on the export market 11
4.2.2 Grade-two black silicon carbide export prices at low levels 12
4.2.3 Few deals conclude on the green silicon carbide export market 13
5 Export data analysis 14
5.1 Chinese silicon carbide exports decline by 31.98% MOM in October 14
5.2 Top ten Chinese silicon carbide exporters in October 16
5.3 Chinese silicon carbide export data in October 16
6 Related Industry developments 24
6.1 Saifei’s two production lines for silicon carbide fibre will be put into use 24
6.2 Baoding Tongguang Crystal produced 4-inch silicon carbide wafer 25
7 Outlook for November 26
7.1 Demand for grade-one black silicon carbide hard to increase 26
7.2 Supply for grade-two black silicon carbide remain tight 26
7.3 Chinese green silicon carbide market hard to improve 26

Picture 1 Price trend of China’s CPI and PPI 2014 4
Picture 2 PMI for China’s manufacturing industry 2014 5
Picture 3 US crude oil futures price trend on major transaction market in November 6
Picture 4 US dollar index trend 6
Picture 5 Black silicon carbide 98%min F16-100 price movement on the Chinese domestic market in November 8
Picture 6 Green silicon carbide 98.5%min JIS1500 price movement on the Chinese domestic market in November 9
Picture 7 Black silicon carbide 92%min, 0-15mm price movement on the European market in November 10
Picture 8 Black silicon carbide 95%min, 0-15mm price movement on the European market in November 11
Picture 9 Black silicon carbide 98%min F16-100 price movement on the export market in November 12
Picture 10 Black silicon carbide 88%min, 0-10mm price movement on the export market in November 13
Picture 11 Green silicon carbide 98.5%min JIS1500 price movement on the export market in November 14
Picture 12 Chinese silicon carbide exports 15
Picture 13 Chinese silicon carbide exports by major destination 15

Table 1 Top ten Chinese silicon carbide exporters in October 16
Table 2 Chinese silicon carbide exporters in October 16.Asian Metal Copyright5% in November 4 1Asian Metal Copyright