Today is the last day of 2021. The epidemic that was supposed to pass this year is still cloudy. People in all fields try their best to stick to it in the post epidemic era. In 2021, the plot of the silicone industry fluctuated and exciting, and the price reached an all-time high. Especially in September, the metal silicon raw materials were out of stock, the monomer factories collectively closed their plates, and the downstream complained... Some people may make a lot of money this year, and some people have bamboo baskets to draw water. Fortunately, tomorrow is a new day, tomorrow is a new year, and new hopes follow. If you have faith in your heart and strength under your feet, you can always be happy if you don't forget your original heart! 2022, come on @ man!






1. Silicone prices hit an all-time high






At the beginning of 2021, the price of organosilicon DMC hovered around 20000 yuan. In June, the accident in Hesheng, Xinjiang ignited the market, and the price of organosilicon went up all the way. Since then, there were rumors of production restriction of industrial silicon, "double control" policy and power restriction policy... Further boosted the rising trend, and it was difficult to find a single product.










A single factory mall leads the industry and launched the bidding mode. The higher the DMC bid, and the final price is also the standard for other single factories to follow in the future. The highest price of DMC is 64100 yuan / ton, with an increase of more than 300% compared with the price at the beginning of the year, which is really a figure worth writing in the history of silicone development.










Thanks to the rise in prices, the silicone sector in the stock market was in the limelight for a while. I believe that the year-end report data of most silicone listed enterprises this year will be very good.


2. Yunnan's production restriction triggered a big rise in the price of metal silicon in the century






On September 11, Yunnan development and Reform Commission issued the notice of Yunnan energy conservation leading group office on resolutely doing a good job in dual control of energy consumption, in which the production control measures for industrial silicon are to ensure that the average monthly output of industrial silicon enterprises from September to December is no higher than 10% of the output in August (i.e. 90% reduction). According to analysis and statistics, Yunnan's industrial silicon output in August was 71000 tons. According to the spirit of the document, Yunnan's average monthly industrial silicon output from September to December was only 7000 tons, and the maximum output from September to December was 29000 tons!










Although the production restriction policy has not been strictly implemented, its impact is like a thunder blast, which continues to heat up and increase the already high fever metal silicon market. In mid October, after the chemical grade 421# industrial silicon giant mall quoted 86400 yuan / ton, the market transaction price also increased from 66000-68000 yuan / ton to more than 70000 yuan / ton.










The rising trend of metal silicon has a direct impact on the silicone market, and the silicone price rises with the new moon of metal silicon. The price rise did not begin to subside until late October.






3. New projects have been put into operation successively






On January 15, Dow Zhangjiagang silicone resin factory with an annual output of 12000 tons was completed.










In February, Xinjiang West Hesheng Silicon Industry Co., Ltd., a subsidiary of Hesheng Silicon Industry Co., Ltd., had an annual output of 200000 tons of sealant for trial production.










In May, all works of 36200 T / a silicone downstream products project of Sanyou silicon industry were accepted and delivered to the workshop for use at the end of the month.










In June, the 9000 T / a fumed silica project of yingchuangxin'an (Zhenjiang) silicon materials Co., Ltd., located in Zhenjiang new materials Industrial Park, Jiangsu Province, entered the trial production stage.










In July, Anhui dongjue silicone Co., Ltd. completed the acceptance of its 290000 T / a silicone rubber project. The acceptance project is phase I Project: 135000 T / a of raw rubber, 40000 t / a of mixed rubber, 10000 t / a of gas phase rubber and 5000 t / a of insulating rubber.










On December 8, Yunneng silicon phase I 200000 ton silicone project successfully produced the first batch of products.










At the end of December, the 120000 ton high-performance silicone project of Inner Mongolia Xingxing chemical was officially put into trial production.










Dongyue silicon materials originally planned that the 300000 t / a silicone monomer and 200000 t / a silicone downstream product deep processing project invested by Dongyue silicon materials would reach the trial operation state in December.










The phase III project of Xin'an Co., Ltd. and maitu, with a raw material of 52000 T / a high-performance silicone, is planned to be put into operation in the second half of 2021.