On Friday, the silicone market still kept rising, and the industry's mentality changed from positive follow-up to cautious vigilance. Yesterday, the DMC of individual monomer factories in Shandong offered 30800 yuan / ton. When they returned on New Year's day, they rose 4800 yuan / ton in ten days. The new year is really "huhushengwei"! In the face of this unexpected rebound years ago, people in the industry have said that it is incomprehensible that centralized goods preparation can cause supply tension in the short term, but it is not enough to close the upstream market in a large area and do not receive orders temporarily. The reason for this has to be associated with artificial speculation. In the short term, the limited supply has not improved. With the increase of layers, the market reluctance to sell has intensified, and the spot transactions of DMC, silicone oil, 107 rubber and raw rubber have increased frequently.


Vapor phase white carbon black: the price increase of vapor phase white carbon black this week is still non-stop, and the supply side is still tightening. The price of vapor phase white carbon black 200 is 32000-35000 yuan / ton compared with the table today, an increase of 2000-3000 yuan / ton compared with last week. From the supply side, the market prices of raw materials silicon tetrachloride and methyltrichlorosilane are rising, and the high price supports the gas-phase silica market. Under the continuous guidance of positive sentiment, the downstream replenishment is appropriate, and the overall trading atmosphere is good. In terms of operating rate, most of the gas-phase white carbon black plants operate normally. Due to the large number of pre orders, the logistics will have holidays one after another. The gas-phase carbon black manufacturers mainly traded small orders around years ago.


On the demand side, the market demand for silicone rubber continues to grow. Driven by the purchase restriction of raw materials, the bullish sentiment of silicone rubber is too much, and the manufacturers receive orders more smoothly, which is conducive to the consumption of silica. However, some areas are affected by the epidemic, the stagnation of logistics and transportation is reduced, and considering that the market capacity will also decline routinely before the Spring Festival, the procurement demand is appropriate to prepare goods. In addition, some manufacturers of fumed silica said that the demand of the sewing agent industry increased, and there was an obvious increase in procurement, which directly boosted the manufacturers' confidence in supporting prices.


On the whole, the downstream intention to take goods still exists, the foreign brand fumed silica has also increased, and the market transaction focus is still stable and upward. Next week, with the downstream opening of the holiday mode, the price of fumed silica may operate stably.