This week, the price of organosilicon was in constant rise and fall exchange. Yesterday, the DMC offer was divided. Some monomer factories in Shandong took the lead, reducing 500, DMC reported 26300 yuan / ton, and the quotations of other monomer factories remained unchanged, reporting 26700 ~ 27000 yuan / ton. Raw material chemical grade metallic silicon 421# Huangpu port reported 21300 ~ 22200 yuan / ton, up 100%. From the current price point of view, in fact, it is not high. There is not much room for sharp decline, and the epidemic situation has been slowly controlled. There are more and more voices of resumption of work and production. The upstream may also hope to stand up to the gradual improvement of demand, but the downstream focuses on the high inventory in the upstream and dare not enter the site easily. The quotations of all manufacturers are stable today, and the prices may be adjusted according to the transaction next week.


Silicone oil and 107 glue: from the supply side, under the continuous fluctuation of DMC price, silicone oil and 107 glue also rise and fall, with a range of about 500 yuan / ton. At present, the quotation of 107 glue is about 27200 yuan / ton, and the quotation of silicone oil is between 31500-32500 yuan / ton. The last round of follow-up decline has led to a wave of just needed replenishment by downstream enterprises. The inventory of 107 glue manufacturers of most monomer factories has eased, and the local inventory is still large. Most silicone oil enterprises have been purchasing DMC on demand, and there is no inventory pressure for the time being. In terms of foreign brand silicone oil, it continues to maintain a high level, which is beneficial to domestic silicone oil enterprises. This week, silicone oil and 107 rubber enterprises are expected to stabilize, and may be adjusted in a small range.


Cracker silicone oil and 107 glue: at present, the new material market continues to reverse, and the trend of big push and pull makes the cracker neither rise nor fall. We can only stay in place. Wait and see. At present, the price excluding tax: the cracker silicone oil is reported as 27000 ~ 28000 yuan / ton, and the cracker 107 glue is reported as 25500 ~ 26000 yuan / ton. Under such short-term fluctuations, waste silica gel recyclers also carried out exploratory rise operation, but the situation was wrong, and the price returned to the price of 10500 ~ 11000 yuan / ton. In the stage of frequent game of new materials, the operation of cracking materials is difficult, and the production enthusiasm is constantly hit. Everyone has no intention to hoard goods and purchases according to orders. It is expected that the stability of cracking material market will be maintained in the short term.

From the demand side: after entering may, the expected demand has not yet ushered in an obvious turning point, and the trend is complicated under the sawing of upstream and downstream. At present, silicone rubber enterprises are not willing to continue to prepare goods this week after they had an appropriate amount of goods last week. Further bearish expectations on the high inventory of some monomer factories. In terms of export orders, the foreign silicon oil price remains high, and the domestic silicon oil export expectation is still strong. After the ports recover one after another, the export orders are still worth looking forward to.

On the whole, this week's price adjustment is unpredictable for middle and lower reaches enterprises, so they are becoming more cautious and wait-and-see. Under the condition that there is no substantial change in short-term market demand, monomer factories or Sao operations continue. Downstream demand is still waiting for a bottom reading opportunity. If the price is close to the cost, hoarding may advance rapidly.