The market of silicone is like the weather in June. It changes as it changes. In the three days after the festival, from falling, to closing, to rising, one after another, the game is the heartbeat! Yesterday, it seemed that a mysterious force led DMC to increase more than expected. Some individual monomer factories in Shandong rose 2100 in a day, DMC reported 22200 yuan / ton, and leading monomer factories did not show any weakness, but also rose 2000 yuan in a row, offering 22800 yuan / ton (barrel price per ton), while other monomer factories were closed or negotiated. This week, due to falling to the expected low price in the industry, most of the middle and lower reaches actively prepared goods, prompting the monomer factories to rise. However, we all know that this is a long suppressed wave of centralized goods preparation. Whether the market can really recover in the future, we still need to pay close attention to the additional orders in the middle and lower reaches. After all, the lower supply also needs to be digested by the terminal. At present, the atmosphere has been coaxed here, and it will be very embarrassing if DMC does not continue to rise a little. Today, some monomer plants in Shandong opened up another 100, and DMC reported 22300 yuan / ton.



Silicone oil, 107 silicone rubber:

DMC rose again. Silicone oil and 107 glue enterprises saw the cost rise again, and the price support mood gradually rose. At present, 107 glue has followed up with the quotation and raised it to 22500-22800 yuan / ton. However, silicone oil is not actively following up, and the quotation is 26500-27000 yuan / ton. This week, silicone oil and 107 glue manufacturers all made up their positions appropriately. Driven by the rebound atmosphere, the market turnover of silicone oil and 107 glue increased to a certain extent. Therefore, if DMC continues to rise, it is expected that the prices of silicone oil and 107 rubber will also rise.


Foreign brand silicone oil: Recently, the quotation of foreign brand silicone oil has also fallen again and again. The silicone oil price of some foreign giants has been flat with that of China, which makes it difficult for domestic silicone oil to follow up the increase of DMC. At present, with the rebound of domestic monomer plants, the agents of foreign-funded enterprises have also stopped falling and risen. At present, the quotation of foreign-funded brand silicone oil is 27000~30000 yuan / ton.


Cracking material silicone oil and 107 glue: as soon as the monomer plant called for a rise, the waste silica gel recyclers immediately became agitated and had an obvious mentality of speculation. Yesterday, the raw edge quotation of the waste silica gel recyclers soared to 9000-9500 yuan / ton. When it fell, it was slow. When it rose, it was like a rocket. The cracking material plant could not make a quotation at all. The original market was upside down. It was expected that the new material would rise a little to drive the shipment. However, since we contacted several cracking material plants yesterday, the inquiry was still cold, The orders are mainly scattered orders of 35 tons, and the rising cost makes the cracking material enterprises have to adjust the quotation. At present, the quotation of cracking material silicone oil is 24000~25000 yuan / ton (excluding tax), and the cracking material 107 glue is still a single discussion.


From the demand side: this week, the silicone rubber enterprises have adequate stock, and the inventory is basically about 20 days. As the demand for silicone rubber has not yet had a big bright spot in the short term, the manufacturers are cautious in pursuing the rise. If the upstream rebound is too large, the downstream manufacturers may mainly digest the recent inventory. In the follow-up, various favorable policies are still stimulating the real estate, and the demand for silicone adhesive will recover. In addition, there are significant advantages in photovoltaic. On June 6, US Eastern time, the White House officially announced that the United States would grant a 24 month tariff exemption for solar modules purchased from Cambodia, Malaysia, Thailand and Vietnam. Most of the component enterprises in the four Southeast Asian countries are overseas companies of Chinese enterprises, which will benefit the PV glue Market for a long time.


On the whole, the current price change of DMC has affected the hearts of the entire downstream enterprises, and there will be no less operations to pull up and rebound in the near future. However, the demand is in a state of long-term improvement but still weak in the near future. Both conservatives and radicals have it. Therefore, it is not surprising that there are all kinds of unexpected things.