On Thursday, the price rise atmosphere in the silicone market became more and more intense. After the mainstream price rose by 1000, individual monomer factories raised another 200 in online bidding yesterday, which has achieved five consecutive rises in just six days. At present, the mainstream quotation of DMC is unified at 32500 yuan / ton. Raw metal silicon 421# also rose slightly by 200 yesterday, and the quotation of Huangpu port was 21800-22000 yuan / ton. Under the strong upward pull of the upstream, some manufacturers intend to control orders, so the bullish mentality of the silicone market cannot subside in a short time. This week, the silicone rubber factory has issued a price increase letter, which is expected to further promote the rise of the silicone market. At present, the market speculation atmosphere is strong. Before a large number of new production capacity are put on the market, the quotation of the monomer factory may be difficult to go down.






Silicone oil and 107 glue: from the supply side, due to the continuous rise of raw material DMC and the strong support of cost, the prices of silicone oil and 107 glue also soar. At present, the quotation of silicone oil is 38000 ~ 39000 yuan / ton, and the mainstream quotation of 107 glue is 32500 ~ 33000 yuan / ton, an increase of 1000 yuan / ton. Due to the limited supply of DMC, the pre holiday orders of silicone oil and 107 rubber plants are still being delivered, and most manufacturers have strong bullish confidence before March. In order to strive for more profits, some manufacturers receive orders in limited quantities, and the spot transactions in the market are tightening. As far as we know, some silicone oil plants have arranged orders until the middle of March.


Most of the cracker silicone oil and 107 rubber enterprises started construction this week. Driven by the continuous rise of new materials, they raised their quotation as soon as they started construction. The cracker DMC has risen to 30000-31000 yuan / ton (excluding tax), but the cracker manufacturers also need to face the rise of waste silica gel. At present, the rough edge recyclers raised their quotation to 14000-14500 yuan / ton. Under the pressure of high cost, cracking material DMC and 107 glue have no advantages for the time being, and silicone oil still has certain advantages due to the high price of new materials. At present, the factory price of cracking materials is rising, the profit is not rising, and the shipment is relatively smooth under the tight spot market.


From the demand side: some downstream enterprises were short of goods before the festival, and received orders in limited quantities in mainstream monomer factories after the festival. The downstream was panicked about the increasing price rise. Under the rendering of this tense atmosphere, downstream manufacturers have increased their efforts to purchase goods, breaking the balance between supply and demand and raising spot prices. In addition, the price of foreign brand silicone oil continued to rise, and the quotation of agents rose to 45000-47000 yuan / ton; Domestic silicone oil has obvious advantages, and the demand for overseas orders is still hot. In the short term, demand is improving, and the overall market still has a certain upward space.


On the whole, at present, the silicone market is in full swing, the downstream terminal demand is gradually opened, and the silicone oil and 107 rubber factory are shipped smoothly. However, we still need to be cautious and not blindly follow up. Strictly speaking, just after the end of the year, the operating rate of terminal projects has not been released, and February is still a normal off-season. Although March is the traditional peak season, and the market demand may usher in a certain degree of growth, the current wave after wave of rise is likely to digest the benefits of the peak season in March in advance.


Price rise of silicone adhesive: with the price rise of silicone oil and 107 adhesive, a listed adhesive enterprise issued a price rise notice yesterday: from February 21 (including the same day), the execution price of all electronic adhesive delivery orders will be increased, requiring an increase of 5% - 10% on the basis of the current supply price! Another large silicone rubber factory also announced that the prices of all products will rise by 10% - 15% from February 8!