Xinyue: some factories were suspended due to the earthquake


Xinyue said in a statement on its official website on March 17 that after the earthquake on March 16, some factories and factories of the group company stopped operation. However, no personnel were injured and there was no major damage to the equipment. For the factories that are temporarily shut down, the safety first process shall be started and the operation shall be resumed in turn.


The weekend is coming again. The epidemic atmosphere is shrouded this week, but the dawn is near. Shenzhen and Dongguan will classify the areas and organize enterprises to resume work and production in an orderly manner. Let's get the market active quickly! Yesterday, the silicone market was still quiet. The online quotation of individual monomer factories did not further push up, and the wide quotation of DMC was still 35000-39000 yuan / ton. It can be seen from the unchanged online auction price that the downstream "Inaction" made the online auction weak. I wonder whether the mainstream monomer factories will continue to stand in a stalemate in the face of the downstream "counterattack"? Or is it going to be a "blockbuster"? At present, everyone is waiting and waiting to open a new round of market.


Fumed silica: from the supply side, the prices of raw materials a and silicon tetrachloride are rising steadily, which still has cost support for fumed silica. This week, the 200 price is 36000-42000 yuan / ton higher than the mainstream price in the table, and the high level remains stable. This week, the start-up of gas-phase silica production enterprises was relatively stable, and they still focused on the delivery of pre-sale orders in the early stage. The orders of some manufacturers were scheduled to early April, and the upstream and downstream supply undertaking was relatively smooth. It is expected that the vapor phase silica market is expected to continue high consolidation in the short term.


Precipitated white carbon black: after the collective price increase of precipitated white carbon black last week, it is mainly to digest the increase in the near future. As silicone rubber enterprises have received the price increase reminder in advance, the recent stock volume has been enlarged, and the shipment of precipitated white carbon black factory has improved compared with the previous period. In the future, silicone rubber enterprises have a general mentality of replenishment at high prices, and temporarily focus on digesting inventory. In the short term, precipitated silica is expected to stabilize the market and actively deliver early orders.


On the demand side, due to the impact of the epidemic, the start-up of some downstream enterprises is limited, the demand is weakened, and the purchase of white carbon black is not very active in the short term. However, the cost support of gas phase and precipitated white carbon black is relatively strong, there are many orders in the first two weeks, and there is no inventory pressure in the short term. Therefore, in the short term, the price of silica is stable, the market supply is abundant, the overall situation is relatively balanced, and large stability and small movement are the main factors.