After the eighth day of the lunar new year, most silicone enterprises resumed construction, and a small number of manufacturers continued to start construction after the tenth five year plan. Although the overall market has not been on track, everyone's attention to the trend of raw materials has not been relaxed. During the week, the trading atmosphere of silicone market gradually warmed up. It is reported that Zhejiang monomer factory, as the wind vane of the industry, ordered orders from downstream suppliers for DMC and raw rubber on Tuesday, and other mainstream manufacturers also successively offered orders, focusing on stability. DMC's quotation remained 31000 ~ 31500 yuan / ton. This week, monomer factories mainly delivered pre orders in January before the festival.


From the perspective of supply side, in the first week of resumption of work, DMC had sufficient price support and strong support for the cost of silicone oil and 107 glue. The prices of silicone oil and 107 glue were mainly the same as those before the year, and the prices of some low inventory manufacturers increased slightly after the holiday. This week, the mainstream quotation of silicone oil in the domestic market was 36000 ~ 38000 yuan / ton, and the mainstream quotation of 107 glue was 31800 ~ 32500 yuan / ton. The price of foreign brand silicone oil has been raised before the festival. The agent has just started work, and the quotation has not changed much, maintaining at 43000-46000 yuan / ton.






Most of the cracking material silicone oil and 107 rubber enterprises will start construction next week. Due to the upside down phenomenon with new materials before the festival, in order to avoid risks, the manufacturers' inventory is also low, and the raw edge recyclers have not started receiving materials, and the scattered quotation remains 13000 yuan / ton. At present, when the price of raw material DMC is strong and the inventory is not high, the stability and bullish mentality of silicone oil and 107 rubber enterprises is still high.


From the demand side: at present, the inventory of silicone oil and 107 rubber manufacturers is general, some traders and small and medium-sized enterprises are still on vacation, large factories have successively entered the state of operation, and the delivery and investment of new orders are weak. Silicone oil and 107 rubber manufacturers focus on delivering pre-sale orders before the year, and basically arrange orders until mid and late February. Affected by the ice and snow weather, the outdoor construction in the North was postponed accordingly. Last year, under the restrictions of national policies, the confidence of the real estate industry was affected to a certain extent, and the amount of silicone glue was dragged down. This year, the real estate gradually released a loose signal. It is expected that the subsequent demand will pick up, which also adds confidence to the arrival of the traditional peak season in March.


On the whole, with the end of the year of the tiger holiday this week, terminal and downstream enterprises have returned to the market one after another, and the market demand has gradually increased. Coupled with the strong support of the cost side, the operation of silicone oil and 107 glue holders may remain strong. It is expected that this week will be mainly wait-and-see, with few procurement actions and loose spot resources. As for whether the current price is stable or ready to go, pay close attention to the orders received by mainstream monomer factories this week. If the orders are received in large quantities, some manufacturers may fluctuate next week.