Silicon Carbide Market Report September 2014
2014-10-21 18:07:47 【Print】
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Content
Abstract 3
1. Financial news 3
1.1 Domestic financial overview 3
1.1.1 CPI up by 2.0% and PPI down by 1.2% YOY in August 3
1.1.2 PMI unchanged in September 4
1.2 International financial overview 5
1.2.1 Crude oil futures prices keep failing 5
1.2.2 Dollar Off to a Strong Start in September 6
2 Company news 7
2.1 Langang Abrasive grade-one black silicon carbide stocks reduce 50% MOM in early September 7
2.2 Ordos Dongxiang delays its new 60,000tpy black silicon carbide project to put into production in October 7
2.3 Xingkai Silicon to put black silicon carbide F800 into production late September 7
3 Chinese domestic market review 8
3.1 Black silicon carbide market 8
3.1.1 Inventories of grade-one black silicon carbide declines 8
3.1.2 Demand for grade-two black silicon carbide remains strong 8
3.2 Demand for green silicon carbide flat 8
4 International market review 9
4.1 European black silicon carbide market flat 9
4.2 No changes on black silicon carbide price in North America 10
4.3 Export market 10
4.3.1 Thin deals of grade-one black silicon carbide on export market 10
4.3.2 Sizable orders for grade-two black silicon carbide on export market 11
4.3.3 Green silicon carbide export market quiet 12
5 Chinese silicon carbide operating rates in September 13
5.1 China’s black silicon carbide plants’ operating rate went down slightly by 0.02% MOM in September 13
5.2 China’s green silicon carbide plants’ operating rate went down by 17.1% MOM in September 14
6 Import & Export data analysis 15
6.1 Chinese silicon carbide exports increase by 8.53% MOM in August 15
6.2 Top ten Chinese silicon carbide exporters in August 2014 16
6.3 Chinese silicon carbide export data in August 16
7 Related Industry developments 25
7.1 Distributed PV enhances demand for monocrystalline silicon 25
7.2 PV industry resumes with solar cell export at Ningbo Port increasing continuously 26
7.3 100MW PV power generation project starts construction in Tongliao 26
8 Outlook for October 26
8.1 Supply of grade-one black silicon carbide remained surplus on the market 26
8.2 Grade-two black silicon carbide prices remain firm 27
8.3 Demand for green silicon carbide hard to rebound 27
Picture 1 China’s CPI and PPI trend between 2012 and 2014 4
Picture 2 China’s PMI between 2012 and 2014 5
Picture 3 US crude oil futures price trend on major transaction market in September 6
Picture 4 US dollar index trend in September 7
Picture 5 Green silicon carbide 98.5%min JIS1500 price movement on the Chinese domestic market in September 9
Picture 6 Black silicon carbide 88%min, 0-10mm price movement on the European market in September 10
Picture 7 Black silicon carbide 98%min F16-100 price movement on the export market in September 11
Picture 8 Black silicon carbide 88%min, 0-10mm price movement on the export market in September 12
Picture 9 Green silicon carbide 98.5%min JIS1500 price movement on the export market in September 13
Picture 10 Chinese silicon carbide exports 15
Picture 11 Chinese silicon carbide export by major destination 16
Table 1 The average operating rate at major black silicon carbide plants in China in August 2014 14
Table 2 The average operating rate at major green silicon carbide plants in China in September 2014 15
Table 3 Top ten Chinese silicon carbide exporters in August 17
Table 4 Chinese silicon carbide exporters in August 17
