After a short period of stabilization, the market of chemical grade metal silicon fell again yesterday, down 1350 yuan / ton. At present, the quotation of chemical grade metal silicon 421# Huangpu port is 23100-23800 yuan / ton. Supported by the weak cost side, DMC of some monomer plants decreased slightly by 500 yuan / ton and quoted 23000 yuan / ton. The willingness of other mainstream monomer plants to stabilize the price remained unchanged and remained at 24000 yuan / ton. Although people in the industry are still on the high side of short-term bearish sentiment, due to the relatively low price, the middle and lower reaches manufacturers have taken action to prepare goods in stages, and remain cautious about large orders.






At present, there are uncertain factors in Dongguan and Zhejiang due to epidemic control. Only from the perspective of supply and demand fundamentals, there will not be much room for silicone trend years ago, mainly small fluctuations.


Fumed silica: this week, although the silicone market stopped falling and stabilized, it still showed a downward trend. With the addition of the bearish sentiment of the field operators on the future market, the follow-up of terminal demand was slow, and the offer of the fumed silica market continued to decline. Now, the mainstream offer of the fumed silica market is 27000-29000 yuan / ton, and most of the on-site transaction methods are single discussion. In terms of raw materials, the cost of first class a continues to weaken, while silicon tetrachloride remains high. Different cost aspects lead to different quotations of gas-phase white carbon black plants, weak intention to stabilize the price, and the focus of market transactions continues to move downward.


Precipitated white carbon black: with the continuous decline of rubber compound in recent two months and the weakening of the prices of upstream raw materials such as soda ash and sulfuric acid, precipitated white carbon black also bid farewell to the high price market in the early stage, and various manufacturers have offered profits to ship. Recently, the quotation of some silica for silicone rubber has returned to the 7000 + stage. At present, the mainstream quotation of silica for silicone rubber is 7800-8800 yuan / ton. Due to the addition of many manufacturers this year, The supply of goods in the market is sufficient, and the precipitated white carbon black is in the buyer's market. The competition among factories is fierce and the shipment pressure is great.


On the demand side, for public health emergencies in Dongguan, under the management of prevention and control, the supply flow of some silica gel factories is not smooth, the pace of delivery and investment has slowed down, and the production is still running normally. As silica gel plant's white carbon black inventory is acceptable, the bidding of silica gel plant is relatively frequent recently. In this turbulent period, silica gel plants mostly stand still, continue to purchase white carbon black on demand, and have insufficient willingness to replenish goods on bargain hunting. To sum up, it is expected that the gas phase and precipitated silica will be dominated by weak consolidation next week.