Up 1500! The recent metal silicon market is like sitting on a rocket. The increase is increasing day by day. The daily increase is from 300 to 700, and then to 1000. Yesterday, chemical grade metal silicon # 421 quoted 22700-23000 yuan / ton, up 1500 yuan / ton! It is inversely linked with DMC, and the monomer factory also suffers from the embarrassing situation of price rising and profit not rising. In order to avoid the continuous expansion of the loss, it has to keep up with the pace and continue to increase the price. The leading monomer factory has increased 1000 in a day, DMC reported 21000 yuan / ton, raw rubber was increased to 22000 yuan / ton in the middle of the night, and the mixed rubber was finally increased to 18500 yuan / ton. It is estimated that other monomer factories are actively following up.


At present, the downstream is still undecided, the rapid rise does not match the current demand, but the upstream is also overwhelmed, and failure to follow the rise means loss. In addition, due to the situation in Shihezi Yi, Xinjiang, there are uncertain risks of production reduction and shipment of important monomer plants, so the just needed purchase cannot be ignored.


Silicone oil and 107 glue: at present, the price of raw material DMC continues to rise due to the continuous rise in cost. The enterprises of silicone oil and 107 glue are also actively following up. Due to the rapid increase, the manufacturers are also reluctant to sell. At present, the price of methyl silicone oil is 24000-25000 yuan / ton, and the price of vinyl silicone oil is increased to 24000 yuan / ton. However, at the evening of yesterday, the price of 107 glue in the leading factory increased by 500 yuan, with the price of 21500-21700 yuan / ton. Today, other 107 rubber enterprises will follow up. In terms of foreign brand silicone oil: the domestic market is rising, and foreign silicone oil enterprises also follow up the price slightly due to the favorable situation. The current price is 26000-27000 yuan / ton. On the demand side, there are many goods in stock at the beginning of the month, and there is no shortage of raw materials. In addition, the terminal demand is limited, and some of them have low-cost inventory. Instead, they take advantage of the price advantage to receive more orders, so they are not active enough to chase up the price.


Cracking material silicone oil and 107 glue: the price of new materials rises, and the waste silica gel recyclers seize the opportunity to frenziedly speculate. In the past two days, the price of raw margin has been increased to 8300-8500 yuan / ton. The cracking material manufacturers can only look at the ocean and sigh. It seems that the boiling of the market has nothing to do with them. The current situation of the cracking material Market: first, it is difficult to ease the situation that it is inversely linked with the price of new materials; Second, waste silica gel recyclers scrambled up the price, and it was difficult to swallow the high price of raw edges; Third, the downstream market demand has not recovered, and it is difficult to have large-scale stock preparation to stimulate the pyrolysis material market. The above situation has led to a passive situation for the pyrolysis material enterprises and accelerated the reshuffle of the pyrolysis material enterprises. In a comprehensive view, the current cracking material enterprises still need to hide their capacity and bide their time. This week, the cracking material silicone oil was increased to 22500 ~ 23000 yuan / ton (excluding tax).


On the whole, the current power restriction policy is spreading, the situation in Shihezi region of Xinjiang is intensifying, and the raw metal silicon is rising sharply. In the short term, there is a strong support on the cost side of DMC price increase, and the monomer plants that have been suppressed for a long time will definitely want to take advantage of this. However, for downstream enterprises, the supply side is abundant but the price rises, while the demand side is weak and does not turn better. Under the situation that supply exceeds demand and the goods source is not conducted smoothly, although the downstream enterprises have strengthened their stock under the influence of buying up but not buying down, they are not willing to take over high-priced raw materials. Therefore, in the short term, whether this round of rise can be sustained depends on the subsequent orders received by the individual factories, and the upstream and downstream supply and demand game continues.