In April, the silicone market fluctuated repeatedly, from 2000 to 2000, and the price basically returned to the low point at the beginning of the month. Today, DMC of some monomer factories in Shandong rose by 100, with a quotation of 26400 yuan / ton, while DMC of other monomer factories quoted 27000 ~ 27500 yuan / ton, which remained stable! At present, the overall operating rate of monomer plants is high, while the downstream demand is still poor. It is mainly wait-and-see in the hope of falling mood, and the stock before the festival is limited. At the same time, it is also necessary to pay attention to the stock of core large enterprises, and do not rule out profit making transactions. It is expected that the game between upstream and downstream after the festival will be repeated.


Vapor phase white carbon black: from the supply side, the price of raw material silicon tetrachloride is running at a high level, while class A is still relatively low. The cost of vapor phase white carbon black plant is differentiated and the price difference is large. This week, the price of vapor phase white carbon black enterprise 200 is 32000 ~ 38000 yuan / ton. At present, the start-up of gas-phase silica enterprises is normal, and the gas silicon manufacturers with A-A as raw material receive orders better, which suppresses the high price gas silicon trading volume to a certain extent. In the short term, the price differentiation of the two processes will continue, and it is expected that the gas-phase silica enterprises will be dominated by weak stability.


Precipitated white carbon black: the price of raw sulfuric acid and soda ash is stable, and the cost of precipitated white carbon black does not fluctuate much. However, in the past two months, rubber mixing enterprises have made continuous losses, tried their best to reduce costs and increased the pressure on the price of precipitated white carbon black. In addition, in order to expand market share, some new production capacity has made more profits, so the manufacturers of precipitated white carbon black have also fallen into the inner circle. In the short term, the cost is still supported. The manufacturers of precipitated silica have limited profit space. It is expected that the precipitated silica market will maintain stable operation and the transaction volume will make a small profit.


On the demand side, the mood of major silicone rubber enterprises is relatively low, while the price decline of DMC and raw rubber before the festival is less than expected, and the preparation of goods has become hesitant. At present, the production enthusiasm is not high. The May Day holiday is basically about 3 days, the purchasing power is insufficient, and the demand for white carbon black is limited. It is expected that the weak operation of gas phase and precipitated white carbon black will be dominated in the short term, and the firm offer will be negotiated to make profits.


On the whole, the Yi situation risk has not been solved, and it is uncertain when the demand will be released. In addition, there are still new production capacity put into operation in May, the supply side will be widened, and the situation of oversupply makes the expectation of DMC price decline high. Today's rebound will not arouse too many downstream bottom hunting and hoarding psychology. After returning from May Day, we still need to adjust our mentality and be cautious about the changes in the silicone market.