From the sound of doubt, the organosilicon market just went up to the end this week. According to our understanding, the glyphosate device of a monomer factory had an accident, and the commencement of its monomer device was also affected, which undoubtedly had another impact on the rising organosilicon market. Last night, the leading monomer factory rose 500 again, DMC reported 20500 yuan / ton, 107 glue rose to 21300-21600 yuan / ton (including packaging), and raw glue rose to 21200 yuan / ton, However, some monomer factories have temporarily closed their offer, and DMC has quoted 20500-21000 yuan / ton as of press time. Under the stimulation of buying up, the downstream also prepared some goods appropriately.


Judging from the trend in early July, the first reason for this upward trend is that the upstream profits hit the bottom or even lost money. The manufacturers spontaneously formed a restorative rebound, and reduced the burden, reduced production and expanded the scope, using practical actions to alleviate the supply pressure. However, the improvement on the demand side is not obvious, which leads to the restraint of downstream enterprises in bargain hunting. After the rebound of raw materials, they are also cautious in covering positions.


In the short term, the accident may cause the operating rate of monomer devices in the period and boost the market speculation atmosphere. However, other monomer plants that are forced to reduce production under pressure will increase their production capacity when they see the increase in profits. The pattern of oversupply cannot be easily reversed, so the basis for the surge is weak. Before the demand is restored, it is still calm to operate and buy the goods prepared for the surge atmosphere, which ultimately needs to be digested by the terminal.


Fumed silica: from the supply side, the raw material silicon tetrachloride continued to be at a high level this week, while methyltrichlorosilane rose slightly. This week, fumed silica rose slightly, and the mainstream price remained at 33000~38000 yuan / ton. At present, the gas-phase silica device is partially overhauled, and the supply is tight. It is expected that the gas-phase silica market will rise steadily in the short term.


Precipitated white carbon black: Recently, raw materials sulfuric acid and soda ash operate in a small range, and the quotation of precipitated white carbon black is stable. At present, the precipitated white carbon black enterprises have a stable start-up and abundant supply, but the demand for rubber compounds continues to be weak, the digestion speed is slow, and the mentality of replenishing white carbon black is general. The precipitated white carbon black manufacturers still need to actively compete for the sale of products. In the short term, the precipitated silica market continues to be weak consolidation.