In the Short Term, the Supply of Metal Silicon and Yellow Phosphorus May Remain Tight
Sichuan is where the production capacity of phosphorus chemical, energy chemical and other industrial chains is concentrated. Local chemicals such as titanium dioxide and fertilizers account for a large proportion of the country. Periodic power cuts have reduced the supply of metallic silicon and yellow phosphorus. In the short term, metallic silicon, The supply of yellow phosphorus may remain tight.
China is a big producer of yellow phosphorus, and the output of yellow phosphorus accounts for about 80% of the world's total. From the perspective of provincial distribution, my country's yellow phosphorus production capacity is mainly distributed in the southwest region. Yunnan, Guichuan and Sichuan are the main production areas of yellow phosphorus in my country, and the total output accounts for more than 90%.
The Domestic PC Market Remains Weak
2026-10-18
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