Market Overview: Last week, DMC prices rose, with a weekly increase of 2000 yuan/ton in quotes. The prices of silicon metal and methanol fluctuate narrowly, with little change on the cost side. Individual factories have reached a unified intention to raise prices. Shandong's major factories have surged by 1000 yuan/ton and are now quoting 13000 yuan/ton. Other individual factories have closed down and released signals of waiting for price increases. Downstream acceptance of high prices is limited, and the transaction atmosphere is relatively weak, with a focus on first-time purchases.
Last week, the raw material DMC continued to rise, and downstream prices of 107 rubber, raw rubber, mixed rubber, and silicone oil rose locally. As a result, trading began to gradually close on Tuesday. The current organic silicon industry chain is facing a game pattern of increasing cost pressure and weak demand. With the continuous expansion of raw material price increases, it is expected that the price of organic silicon products will mainly rise next week.
Market Overview: Last week, the overall market for gas-phase silica remained stable. The price of raw material methyltrichlorosilane is still at a high level, but the supply pressure is gradually easing.
At present, the demand for downstream mixed rubber and other fields is flat, and the support for gas-phase white carbon black is limited. As individual enterprises resume production, the supply of methyl trichlorosilane will gradually increase, and cost support will weaken. Overall, in the short term, the market for gas-phase white carbon black is expected to continue a narrow consolidation pattern.