This week, the silicone market was flat, rising or falling by about 100 yuan. However, due to the recent high temperature weather, the local power consumption increased, resulting in phased power limitation, and some provinces started to increase the price of electricity. In addition, the control of some regions and various external factors have led to the rise of the price of chloroform and metal silicon. Yesterday, the metal silicon increased by 300 yuan, and the reference price was 19100-19400 yuan / ton. The pressure on the cost side continued to approach, making the loss face of the single plant expand and the willingness to continue to let the price reduce.


Yesterday, some monomer factories in Shandong took the lead in raising the DMC price to 18900 yuan / ton, a small increase of 100%. The bearish expectations of the downstream slightly decreased, and just needed a proper amount of stock. However, due to the large number of enterprises preparing goods in the previous week, there is also a limited need to prepare goods this week. Today's opening at 9:00, DMC's quotation is stable at 18900-19000 yuan / ton, which shows that the exploration of price rise is more cautious.


Gas phase white carbon black: this week, the raw materials silicon tetrachloride and methyltrichlorosilane have been adjusted downward. The cost support of gas phase white carbon black is weakened. The mainstream quotation of 200% is 29000-33000 yuan / ton, and the local online quotation is as low as 27000 yuan / ton. At present, gas phase silica is overhauled by a few manufacturers, but the market supply is sufficient. However, the downstream market demand of silicone rubber, joint beautifying agent, coating, etc. is general, and they are basically just needed to purchase. In the short term, the supply and demand are weak, and the gas phase white carbon market is mainly reduced slightly.


Precipitated white carbon black: the prices of sulfuric acid and soda ash continue to fall this week. The profit space of precipitated white carbon black is limited, so the quotation is basically stable. At present, the quotation of the mainstream brand of silica for silicone rubber is 7500-8000 yuan / ton. Some enterprises mainly stimulated by low prices are about 500 yuan / ton lower than the market price. At present, the supply of precipitated white carbon black enterprises is abundant, and the orders of rubber mixing plants are not ideal, so the digestion is slow, and the procurement is passive. In the short term, the precipitated white carbon will continue the weak consolidation operation.