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Down 300, DMC reported 27500!

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In the last week of April, the trend of Silicone Market tended to be clear, mainly falling below. Today, the DMC quotation of individual monomer factories in Shandong is 27500 yuan / ton, down 300 yuan / ton. The quotation of other monomer factories is 27200-28000 yuan / ton, and the actual transaction has profit transfer.


On the whole, the downward trend has appeared. This round of rally is also difficult, and few middle and lower reaches enterprises make profits. At present, traders actively sell goods for cash, and the transaction price is lower than the manufacturer's quotation, while middle and lower reaches manufacturers just need to prepare goods and mainly purchase spot goods. Therefore, this week, in order to stimulate the pre holiday stock market, monomer factories will continue to make profits, and the middle and downstream manufacturers need to consider what price to enter actively?


On April 22, Sibao technology said on the investor interaction platform that at present, the silicon carbon cathode materials produced by the company have passed the evaluation of several battery manufacturers and achieved small batch supply, with three customers. It has been recognized by some battery manufacturers, and the industrialized production line is under construction.


On April 15, Sibao technology released the first quarter report of 2022. During the reporting period, the company achieved an operating revenue of 670 million yuan, a year-on-year increase of 86.68%; The net profit attributable to the shareholders of the listed company was 42.66 million yuan, a year-on-year increase of 50.89%.


Sibao technology said that the company will adhere to the strategy of "endogenous growth and epitaxial development", and will form a layout of building glue + industrial glue + photovoltaic glue + lithium battery materials in the future. The company will continue to develop its main business and expand its production scale. Focus on the new material industry and implement the diversified development strategy. It is planned to achieve the goal of output value of 10 billion yuan by 2028.


It is reported that at present, Sibao technology has a production capacity of 130000 tons / year of high-end silicone materials, and the company's capacity utilization rate of silicone sealant in 2021 is 103.02%. Tuoli technology's thermal conductive potting adhesive products have entered the supply chain of world's top 500 ZTE and other well-known customers. Silicone pressure-sensitive adhesive has been successfully adopted by well-known brands such as Xiaomi, oppo and vivo. Tuoli technology is the world's first factory scale RTV antifouling flash coating. The products have been used in the state grid for a long time and are exported to France, Pakistan and other countries.

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