Silicon Carbide Market Report October 2014

Content
Abstract 3
1. Financial news 3
1.1 Domestic financial overview 3
1.1.Asian Metal Copyright2 Top ten Chinese silicon carbide exporters in September 16 5.Asian Metal Copyright1 CPI up by 1.Asian Metal Copyright1 Chinese producers do not decrease their outputs for grade-one material 7 3.Asian Metal Copyright6% and PPI down by 1.8% YOY in September 3
1.1.Asian Metal Copyright3% in October 4 1.Asian Metal Copyright2 PMI down by 0.3% in October 4
1.2 International financial overview 5
1.2.1 Crude oil futures prices continue to fall back 5
1.2.2 US dollar continues to strengthen in October 6
2 Company news 7
2.1 Yifeng Ceramic Materials green silicon carbide stock increases in early October 7
2.2 Ordos Dongxiang old black silicon carbide plant resumes production in mid-October 7
2.3 Cogen plans to produce green silicon carbide recycling sands late 2014 7
3 Chinese domestic market review 7
3.1 Black silicon carbide market 7
3.1.1 Chinese producers do not decrease their outputs for grade-one material 7
3.1.2 Deals for grade-two black silicon carbide frequent 8
3.2 Consumers have little intention of purchasing green silicon carbide 8
4 International market review 9
4.1 European black silicon carbide market unchanged 9
4.2 Export market 11
4.2.1 Fierce competition on grade-one black silicon carbide export market 11
4.2.2 Sizable orders for grade-two black silicon carbide on export market 12
4.2.3 Green silicon carbide export market quiet 13
5 Export data analysis 14
5.1 Chinese silicon carbide exports decline by 14.31% MOM in September 14
5.2 Top ten Chinese silicon carbide exporters in September 16
5.3 Chinese silicon carbide export data in September 16
6 Related Industry developments 24
6.1 Silicon Carbide Degassing Rotors Offer Long Life and Enhanced Performance 24
6.2 Carborundum Universal Ltd announce European subsidiary, Cumi Europe 25
6.3 GeneSiC Semiconductors unveils new line of low resistance transistors 25
7 Outlook for November 26
7.1 Grade-one black silicon carbide prices might decline slightly 26
7.2 Grade-two black silicon carbide prices hard to climb up 26
7.3 Chinese green silicon carbide producers might lower the price a bit 26

Picture 1China’s CPI and PPI trend in 2014 4
Picture 2 China’s PMI in 2014 5
Picture 3 US crude oil futures price trend on major transaction market in October 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 October 8
Picture 6 Green silicon carbide 98.5%min JIS1500 price movement on the Chinese domestic market in October 9
Picture 7 Black silicon carbide 92%min, 0-15mm price movement on the European market in October 10
Picture 8 Black silicon carbide 95%min, 0-15mm price movement on the European market in October 11
Picture 9 Black silicon carbide 98%min F16-100 price movement on the export market in October 12
Picture 10 Black silicon carbide 88%min, 0-10mm price movement on the export market in October 13
Picture 11 Green silicon carbide 98.5%min JIS1500 price movement on the export market in October 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 September 16
Table 2 Chinese silicon carbide exporters in September 16.Asian Metal Copyright2Asian Metal Copyright