This week, the silicone market "maintaining stability" gradually entered the hearts of the people, and the market showed a mild rebound trend. However, there are still negative factors in the market. Yesterday, the quotation of chemical grade metal silicon 421# Huangpu port was 44500-51500 yuan / ton, down 1250 yuan / ton. It is understood that the actual transaction price is about 40000. In the short term, the game between monomer factories and metal silicon enterprises will continue.


At present, the mainstream monomer factories have strong willingness to maintain stability, and the low quotation of individual manufacturers is also rising slightly. Yesterday, they continued to rebound 300 yuan. At present, the DMC quotation is 30800-32000 yuan / ton. The panic mentality of the silicone market has changed. Due to the different recovery performance of downstream terminal demand, people in the industry are also cautious about the rebound. It is expected that DMC price will be adjusted in a narrow range next week to maintain stable operation.


Vapor phase silica: this week, the vapor phase silica market continued its downward trend. Now the mainstream quotation in the 200 comparison table is 40000-45000 yuan / ton, a decrease of 2000 yuan / ton compared with last week. The actual transaction price of some manufacturers is about 38000 yuan / ton. From the raw material side, the cost support of manufacturers using silicon tetrachloride as raw material still exists, while the first grade A continues to decline. For this gas-phase silica enterprise, the cost support is weak, which is bad for the market offer. At present, the overall load of fumed silica market is general, and the manufacturer's inventory pressure is not large temporarily, but the market wait-and-see mood is heavy, and the high price shipment of fumed silica enterprises is blocked.


From the demand side, due to the recent sharp decline of silicone as a whole, the downstream silicone rubber enterprises have a heavy mentality of gas-phase silica waiting to fall. This week, although the silicone rubber market rebounded, the manufacturers have suffered a lot of losses recently, are not optimistic about the small profit transfer of gas-phase silica, and believe that there is still room for decline in the follow-up. Therefore, most manufacturers continue the use and production mode. It is expected that the vapor phase white carbon black market may continue to operate weakly next week when the raw material side and the demand side cool down together.