In the first week of 2022, the silicone market ushered in a wave of rising baptism. Although it was expected, the increase was still higher than expected. At present, the upstream is closed for sale, and the downstream is actively preparing goods under the influence of the mentality of buying up rather than buying down. The demand exceeds the supply and returns to the Jianghu. There is a saying in the market: long-term supply and demand, short-term mood. From the rebound after the current sharp decline to the goods preparation node at the end of the year, there are changes in supply and demand, but the emotional change has a heavy impact on the short-term market. From the trend of organic silicon in recent years, as soon as the market comes, the mood plays the role of accelerator, and the contradiction between supply and demand is invisible amplified, resulting in the situation that the market is often out of stock as soon as it rises and collapse as soon as it falls.






After each monomer factory updated the quotation and received some orders appropriately this week, DMC, raw rubber and 107 rubber opened the mode of temporarily not receiving orders yesterday, the downstream replenishment did not meet the expectations, and the silicone probability will still rise steadily next week.


Fumed silica: affected by the upward conduction of the industry, the market of fumed silica broke the stable situation this week, and the market quotation showed an upward adjustment. Within the week, the mainstream quotation of fumed silica market was 30000 ~ 32000 yuan / ton, an increase of 2000 yuan / ton compared with last week. At present, there are few spot resources, the gas-phase silica plant has a compact order arrangement, the profit giving mentality in the early stage has faded, and the main trend is to explore the rise in stability. Raw material end: the cost of methylsilane and silicon tetrachloride is large, stable and small, and the support for gaseous silica is stable.


On the demand side, although it is close to the Spring Festival holiday, the atmosphere of the city scene is rising, the stock demand of rubber compound manufacturers is obvious, the confidence of fumed silica manufacturers is improved, and the rising atmosphere is obvious. It is understood that some manufacturers have received all orders before the Spring Festival, and even opened pre orders after the year. Overall, in the short term, the inventory pressure of vapor phase carbon black is not large, and the silicone trading atmosphere is good, which provides strong psychological support for gas silicon manufacturers. It is expected that there will still be a slight upward momentum for vapor phase white carbon black next week.