Zhejiang: two units are in normal operation, one unit was overhauled last week and is planned to restart this week; Shandong: three units are in normal operation, and the new units are planned to be fully put into operation in March; North China: 2 units operate normally; Central China: Jiangxi unit operates normally and Hubei unit operates normally; Northwest China: all units operate normally; Zhangjiagang single unit operates normally; The production capacity of 200000 ton unit in phase I in Yunnan is gradually released and the supply is large.


107 glue Market: last week, the domestic 107 glue rose actively. The mainstream quotation of conventional 107 glue was around 32500-33000 yuan / ton, with a general increase of 1000 yuan / ton. At present, DMC continues to rise, and the cost support is strong. As the conventional viscosity 107 glue is mainly produced by monomer factories, due to more orders and rising costs, manufacturers' limited orders have become the mainstream. The spot supply in the market is tight, and the transaction price of scattered spot orders is about 33500 yuan / ton. In the short term, under the expectation of the traditional peak season in March, the supply of 107 glue remained tight, rising steadily with DMC.


From the demand side, on the one hand, due to the dividend of new energy development, photovoltaic glue continues to increase; On the other hand, with the gradual recovery of real estate and infrastructure industries and the increase of demand capacity, and March is the traditional peak season of room temperature glue, downstream construction glue enterprises have entered the market one after another, and there are just in need of replenishment and speculative replenishment. In addition, last week, large silicone rubber manufacturers took the lead in following up the rise, which was conducive to the price support mentality of the industry.






On the whole, after the winter storage inventory in the early stage has been consumed, the domestic 107 glue contract has been implemented recently, and the manufacturer's mentality is positive. It is expected that 107 glue will continue to rise in the short term. After the silicone glue issued a price increase letter with large factories, small and medium-sized silicone glue factories may follow up one after another in the short term!


Silicone oil market: last week, domestic silicone oil prices continued to rise, mainly supported by domestic costs and strong export demand. Driven by the rise of raw material DMC and the closure of the disk, the cost and supply sides of silicone oil enterprises are under pressure, the inventory is tight, the manufacturers have a strong willingness to push up, and the phenomenon of limited orders also involves the silicone oil market. At present, the domestic methyl silicone oil quotation is concentrated at about 39000 yuan / ton; Due to the continuous tight supply of foreign brand silicone oil, the price has risen again. The external quotation of agents has risen to 45000-48000 yuan / ton. Domestic silicone oil has obvious advantages and strong driving force to support the price!