This week, the trend of organic silicon is somewhat confused, both up and down, but it can be seen that the upstream manufacturers have differentiated. According to our understanding, the phenomenon of high reporting and low going of monomer factories increased yesterday, and the transaction volume of DMC fell to 27200-28000 yuan / ton. Near the end of the month, some monomer factories basically delivered their pre orders. In order to strive for large customers to prepare orders at the end of the month, it is not uncommon to rush ahead in advance, and traders are also actively selling goods for arbitrage, adding a bargaining chip to the downstream. However, today, Shandong monomer factory has continued to rise by 400, and the DMC quotation is 27800 yuan / ton. The direct call in the industry can not be understood, and the undercurrent of various manufacturers is surging.


Gas phase white carbon black: from the raw material side, the quotation of silicon tetrachloride is down, and the support for gas phase white carbon black is weakened. The quotation of gas phase white carbon black plant with silicon tetrachloride as raw material is 35000~40000 yuan / ton, down about 2000 yuan / ton compared with the previous one. The price of class A is low. The leading monomer factory quoted 30000 yuan / ton of gaseous white carbon black this week. The start-up of the fumed silica plant was normal this week, the inventory of various manufacturers was different, and the overall supply was relatively loose.


Precipitated white carbon black: the prices of soda ash and sulfuric acid have been slightly adjusted, the cost side is relatively stable, the mainstream quotation of precipitated white carbon black has also remained unchanged, and some manufacturers have made a small profit in the firm offer. At present, the production of precipitated white carbon black enterprises is stable and the market supply is abundant. It is expected that the precipitated white carbon black market will maintain a horizontal operation next week.


On the demand side, affected by the epidemic, the transportation is not smooth, the delivery time is prolonged, and the turnover speed of white carbon black slows down. The most important factor is that the silicone rubber factory is greatly suppressed, the enthusiasm for construction is not high, and the demand for white carbon black is also shrinking. This week is another period of price shock, and the silicone rubber factory is more cautious. It still needs time to improve the short-term demand.


On the whole, although the current DMC price is mixed, the bad is obviously greater than the good. In order to stimulate the confidence of downstream goods preparation, there may be a wave of concentrated profit transfer. Always pay attention to the changes in the upstream and downstream shipment and procurement of silicone, exchange inquiries from various parties, formulate controllable strategies for advance and retreat, turn passivity into initiative, and grasp a new round of market.