Carefully observe the recent silicone market trends, I believe that many people have been "swiped" by limited orders and holidays. Last Saturday, the partial DMC quotation returned to 30000, which undoubtedly boosted the confidence of stabilizing the market price again. This week, the phenomenon that the mainstream monomer factories did not report the closing price was still relatively concentrated. Due to the optimistic pre-sale situation in the early stage, the large factories had a stable mentality and made up the rise steadily. On Monday, the DMC quotation was 28500-30000 yuan / ton, and the raw rubber quotation was 29500 yuan / ton. Today, the leading monomer factory updated the quotation, with a probability close to 30000.


From the supply side, recently, the quotation of chemical grade metal silicon 421# Huangpu port at the raw material side has been stable and small, maintaining at 21600 ~ 21800 yuan / ton, which has little impact on the market trend. This week, the units in Hubei were restarted, while some units in Zhejiang were shut down for maintenance. It is expected to restart near the 13th, and the new capacity in Yunnan is gradually released. In the short term, the supply of DMC market continues to tighten, monomer factories continue to receive orders in limited quantities, the spot is still a pastry, and the market speculation atmosphere is strong, which plays a role in fuelling the price.


From the demand side, in the past, at the end of the year, some middle and downstream manufacturers had a demand for goods, and the market will also usher in a small rise, but this wave of growth this year is fast and high. Now the Spring Festival holiday is getting closer and closer. The logistics is shut down in late June. The spot offers of large and small manufacturers such as silicone oil, 107 rubber and compound rubber have been followed up. The stock mood was obvious years ago. Multiple advantages undoubtedly gave the market confidence in supporting the price. However, if the rising trend soars again, exceeds downstream expectations too much, breeds fear of heights, or suppresses downstream goods preparation enthusiasm, it is bound to suppress demand to a certain extent.






Based on the above, at present, the middle and downstream enterprises are mainly preparing for "grain storage for the new year" after the Spring Festival. The mainstream monomer factories are expected to have sufficient orders and have little inventory pressure during the Spring Festival. However, in January and February, the new production capacity was gradually released, the Zhangjiagang unit resumed high-level operation, and the supply of goods may increase after the festival. Whether the rise can continue to have a certain risk.