One week summary: the whole line rose by 1500-2000; Dongyue, Eken, Xingfa, Sibao, Jitai Latest news
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In the last week of February, the silicone market was closed and prices rose. The single unit is basically in normal operation. Only one unit in Zhejiang was routinely overhauled last week and restarted this week. An explosion occurred in an alcohol chemical plant in Tangshan. At present, there is no definite news to confirm that it will affect the monomer plant. Please don't panic! This week, the quotation of chemical grade metal silicon 421# Huangpu port is 22500 ~ 22900 yuan / ton, which continues to rise slightly compared with last week; After several monomer factories in Shandong rose continuously from Monday to Wednesday, the high quotation was 35100 yuan / ton, and orders were not received on Thursday and Friday, while other monomer factories kept up this week, with scattered offers of 34500 ~ 35500 yuan / ton; Raw rubber quotation 35000 ~ 35500 yuan / ton; The quotation of 107 glue is 35000 yuan / ton; Silicone oil is quoted at 40500 ~ 41000 yuan / ton, and rubber compound is quoted at 29000 ~ 30500 yuan / ton. This week, the silicone raw material industry chain rose by 1500 ~ 2000 yuan / ton.
Recently, the foreign demand is relatively strong. The curtain wall exhibition will be held in March, and the demand for silicone glue may be large. However, after the painful lesson of the sharp rise and fall last year, the current mood of catching up is also very cautious. The goods of middle and downstream manufacturers are basically prepared in about a week or half a month, and there are few large quantities of goods. In the short term, monomer factories generally receive orders in limited quantities, and the tight supply is expected to continue. The future market will be released or eased with the new production capacity. In addition, the international situation is volatile, the trend of bulk commodities is unpredictable, and there are uncertain factors for the silicone market. It is expected that the leading monomer factories will open orders next week, and the probability will rise steadily.
Sibao technology announced that the company held the 25th meeting of the Fifth Board of directors and other meetings on February 25, 2022, considered and approved the proposal on increasing the capital of a wholly-owned subsidiary with its own funds or self raised funds. The company agreed to use its own funds or self raised funds to increase the capital of RMB 2 million to its wholly-owned subsidiary Chengdu site automation equipment Co., Ltd. (hereinafter referred to as "Chengdu site"), It is mainly used for the future business development of Chengdu site. After the capital increase, Chengdu site is still a wholly-owned subsidiary of the company.
The announcement said that the company's decision to increase the registered capital of Chengdu site, a wholly-owned subsidiary, was based on the operating capital needs of Chengdu site. Chengdu site is specialized in the R & D, production and operation of adhesive automation equipment and application equipment. It is committed to designing and manufacturing special equipment for sealant and providing systematic solutions and relevant consulting services. It has a broad market prospect. This capital increase will help to enhance the capital strength of Chengdu site, contribute to the future business development and development of Chengdu site, and improve the overall competitiveness and profitability of the company.
Dongyue silicon replied on the investor relations platform on February 25 that the 300000 ton silicone raised investment project has reached the production capacity now? What is the capacity utilization rate now?
Secretary of Dongyue silicon materials: up to now, the trial production of the company's raised investment project is advancing in an orderly manner. The 300000 t / a silicone monomer device has successfully produced qualified silicone ring products on January 31, 2022. At present, it has basically reached the normal production state. Subsequently, the company will actively promote the trial production of 200000 t / a deep processing device for silicone downstream products, and arrange the trial production process in stages according to the product process and production process. Please pay attention to the company's regular report on capacity utilization.