It was a flash in the pan. The rise didn't come for a week. Yesterday, DMC fell again. Individual monomer factories in Shandong reported 27500 yuan / ton, down 600, and the mainstream quotation of other monomer factories was 28500 ~ 29500 yuan / ton. The price drop this time appropriately reflects that the downstream demand has not recovered, the logistics and transportation are seriously hindered, and the goods flow is slow. The mentality of various manufacturers is different. I'm afraid that this wave of concentrated rise of silicone will face "breach of appointment".


Fumed silica: the price of silicon chloride was strong on Thursday, while the price of Grade A was low, resulting in large cost deviation and chaotic quotation of fumed silica plant. Zhejiang leading monomer plant increased the price of fumed silica by 1000200 this week, which was 30000 yuan / ton higher than the table quotation, and the price was still relatively low. The price of fumed silica with silicon tetrachloride as raw material is still 36000-42000 yuan / ton this week, and the trading is general. In the short term, the market of fumed silica is weak and stable.


Precipitated white carbon black: at present, the price of sulfuric acid is rising steadily, and the price of soda ash is stable. There is still cost support for precipitated white carbon black, and the quotation is stable as a whole. Due to the difficult period of rubber mixing enterprises and weak demand, precipitated white carbon black will continue to face the bidding situation under the poor trading atmosphere. On the whole, under the pressure of high cost, the operational space of precipitated silica is very small, and consolidation is basically dominated in the short term, with small fluctuations.


On the demand side, the silica gel products market is still not salty and not too big waves. Under the abundant supply of mixed rubber, the price pressure of the product factory is not reduced, and a large number of goods are still waiting for the opportunity to lower the price. Therefore, under the high cost, the silicone rubber enterprises are facing losses in shipment, have the willingness to reduce the operating rate, have a poor willingness to prepare goods, and have a relatively negative mood. Therefore, the market demand for silica is weak in the short term.


On the whole, the silicone market lacks demand promotion in the near future, and it is difficult to see signs of improvement in the short term. It is easy to pull up and difficult to implement. The most uncomfortable thing is that the middle and lower reaches manufacturers have too short rise cycle and the goods just needed to be prepared are estimated to be still on the road, so they have no time to keep up with the rhythm of the monomer factory. Recently, metal silicon and methyl chloride have both fallen back, freeing up some profit space for the upstream. Next, let's wait and see how much "free play" the monomer plant will play?