On Thursday, chemical grade metal silicon 421# Huangpu port quoted 22100 ~ 22200 yuan / ton yesterday, up 100 yuan / ton, while the rise in DMC market was still surging. Yesterday, individual monomer factories in Shandong quoted 35100 yuan / ton, up 100 yuan slightly, and some other monomer factories resumed closing, with the mainstream quotation between 34500-35500 yuan / ton. As the leading monomer factory will not receive orders this week, there are many early orders from other monomer factories and the supply of new orders is limited, resulting in a shortage of goods on the market. It is expected that the online auction price will continue to rise in the near future.


Silicone oil and 107 glue: from the supply side, due to the rising price of raw material DMC and the increase of cost, silicone oil and 107 glue enterprises have more confidence in supporting the price. Yesterday, silicone oil quoted 40500 ~ 41000 yuan / ton, individual manufacturers quoted 45000 yuan / ton, and some monomer factories of 107 glue quoted 35000-36000 yuan / ton, up 2000-3000 yuan / ton compared with last week. It is understood that the quotation of foreign brand silicone oil will be raised in March. At present, the agents have begun to sell at a high price, and the quotation has been adjusted to 47000-49000 yuan / ton. At present, the wave of price rise has swept the whole silicone oil and 107 glue market. Affected by this atmosphere, the downstream manufacturers are more and more active in replenishment, so the supply side will continue to be tight in the short term.


Cracker silicone oil and 107 glue: at present, the quotation of cracker DMC is increased to 32000 ~ 33000 yuan / ton (excluding tax); RMB 35500 ~ 36500 / ton (excluding tax) for cracking material silicone oil; RMB 33000 ~ 34000 / ton (excluding tax) is quoted for 107 glue of pyrolysis material. Judging from the above price excluding tax, the cracking material and new material are still in the upside down market. Due to the external quotation of 15500-16000 yuan / ton by waste silica gel recyclers, the increase is obviously ahead of schedule, and the cost of cracking material rises sharply. In the face of the recent rising market, cracking material enterprises are suffering. They are bullish in the afternoon and want to cry as soon as the cost is calculated in the afternoon. Therefore, most cracking material orders are also more cautious, Some cracking material plants actively purchase new materials, which further aggravates the shortage of DMC supply.


From the demand side, the photovoltaic industry is in a golden period of development, and the demand for photovoltaic glue is also rising rapidly. In addition, the traditional peak season of silicone glue is approaching in March, and construction projects are also started one after another. In the short term, the demand for silicone glue is still upward. However, the brightest demand is still foreign orders. Due to the limited supply of foreign silicone oil, it is difficult to alleviate the demand gap of foreign silicone oil, and the domestic silicone oil has obvious advantages in both price and output. Therefore, the export orders of silicone oil have remained optimistic in recent months. However, based on DMC's limit of closing the disk at any time, the supply of silicone oil manufacturers is difficult to meet the demand for the time being, resulting in the situation of collective rush purchase at home and abroad, and the price is rising step by step.