Since March, the silicone market has entered the "open hanging" skyrocketing mode. At present, the DMC quotation is only one step away from breaking the 40000 yuan / ton mark. All kinds of silicone oil, silicone rubber, additives, metal silicon, fumed silica It is also making rapid progress, and the overall silicone price is rising rapidly. As of press time, the DMC quotation of individual manufacturers has risen to 39500 yuan / ton, with a weekly increase of 4400 yuan / ton, or 11.2%. Compared with February 7, it has increased by 9500 yuan / ton, or 24.05%. One of the factors that triggered the surge: the upstream market was closed and restricted, and more and less monks concentrated online bidding, boosting the rapid rise of prices; Second, under the geopolitical conflict, crude oil continued to soar, accelerating commodity inflation, and silicone exports are still expected to maintain growth.






However, with such intensive and intensive price increases, domestic downstream enterprises are facing the risk of reducing production as soon as they start construction. This week, DMC broke through 40000 is close at hand. Will the follow-up stop at a high price or repeat last year's high light moment?


Zhejiang: two units are in normal operation and one is in routine maintenance; Shandong: two units are in normal operation and one is in shutdown for maintenance; The load of the newly added device is increasing; North China: 2 units operate normally; Central China: Jiangxi unit was routinely overhauled last week and returned to normal operation this week; Normal operation of Hubei plant; Northwest China: the unit operates normally; Zhangjiagang single unit operates normally; Last week, the routine maintenance of some units in Zhejiang, Shandong and Jiangxi, as well as the production reduction of foreign units, alleviated the supply pressure brought by the new production capacity to a certain extent.


107 glue Market: Recently, 107 glue market continues to push up. The mainstream quotation of 107 glue last Tuesday was 37500-38000 yuan / ton, with a weekly increase of 6.34%. As the monomer factory 107 glue continues to receive orders in limited quantity recently, and the delivery is delayed, in addition, the DMC supply is tight, the output of other small and medium-sized 107 glue factories is lower than expected, there are few spot resources in the market, and the price of spot purchase just needed in the downstream needs to be increased appropriately, resulting in the continuous rise of market speculation. At present, the domestic 107 glue market is mainly cost oriented, and the tight supply of DMC drives the price up. The domestic 107 rubber market rose.


From the demand side, the downstream room temperature adhesive has entered the peak season, and this week's curtain wall exhibition has promoted the transaction of silicone adhesive. However, recently, raw materials have continued to soar, and the production cost of silicone rubber has been increasing. Although the price rise letter has been followed up actively, the losses from the sharp rise and fall last year are vivid. Some silicone rubber factories have some resistance. In order to avoid the risk of chasing high and falling short, they are mainly focusing on digesting inventory and purchasing on demand.


On the whole, 107 glue has maintained a strong price under the support of cost, but the preparation strength of downstream enterprises has decreased. It is expected that 107 glue will mainly operate around cost in a short time.


Silicone oil market: last week, the domestic silicone oil market rose again in the atmosphere of tight goods and high prices. At present, the quotation of domestic silicone oil is 43000-46000 yuan / ton, with a weekly increase of 4450 yuan / ton, or 9.20%. The DMC support at the raw material end is good, the silicone oil plant is pushed up by the trend, and the on-site supply continues to be tight. Individual factory orders have been pre sold to April, and the pre-sale of orders is good, supporting the confidence of the industry. In terms of imported materials, due to the turbulence of the international situation, the intensification of the energy crisis and the sharp increase of freight, the production cost of foreign devices is not only rising, but also there is a risk of production reduction. Last week, the price of domestic agents increased again, and the quotation range of methyl silicone oil was 48000-50000 yuan / ton. There is still a large price difference with domestic silicone oil.


On the demand side, the market performance is differentiated, the pressure on the transfer of domestic downstream demand is increased, the overall purchase is relatively flat, focusing on rigid demand, and there is a certain resistance to high price silicone oil. Foreign countries have a good acceptance of high priced silicone oil, and the supply of overseas giants is tightening. On the whole, the rising export market is the basis to support the strong operation of the silicone oil market. It is expected that under the strong rise of raw materials and the stable performance of the superimposed demand side, the price will rise actively.


Recently, the new material has risen sharply, and the increase of pyrolysis material is small. At present, the DMC of pyrolysis material is reported at 33500 ~ 34500 yuan / ton. From this tax free price, we can see that the upside down phenomenon between pyrolysis material and new material has been alleviated. First, cracking materials are generally shipped at high prices, and the market is resistant to the high price of waste silica gel. Therefore, the raw edge price did not continue to rise last week. Second, at present, Dongguan Dalang is still under control. It is difficult for waste silica gel merchants in this area to purchase and sell, and the market speculation atmosphere has decreased. At present, the quotation of waste silica gel recyclers for the raw edge of cracking material remains at 15400-15800 yuan / ton. In the short term, the increase of waste silica gel slows down. If the new materials rise further this week, the high price shipment of cracking materials will improve and the profit is expected to improve under the condition that cracking materials have more price advantages.


Last week, the raw rubber market rose at a high level. As of March 4, the mainstream offer of raw rubber manufacturers was 38000-38300 yuan / ton, up 3000 yuan / ton, or 8.51%. At present, the price of raw rubber has fluctuated higher driven by DMC, but the growth rate of mixed rubber orders is difficult to be proportional to the cost growth. Factories often replenish goods on demand, and their bullish enthusiasm for raw rubber is not high. However, the partial quotation of DMC has reached 39500 yuan / ton, forming an upside down phenomenon with raw rubber. In addition, the DMC orders of monomer factories are arranged to the end of the month, and the supply side is tight, supporting the raw rubber market. This week, the raw rubber price will quickly follow up the rise and reverse the upside down situation.