At present, in the DMC market, only a few monomer plants in Shandong are "leading the pack". The DMC quotation has dropped again and again, and now it has dropped to 18000 yuan/ton. The competition is going further and further. Although other monomer plants appear to be stable, the DMC quotation is 18500~19500 yuan/ton. However, in order to promote the transaction, the negotiation space is basically between 18200-18500 yuan/ton.



At present, the monomer factory is eager to yield profits for shipment, but the cost is still high. Yesterday, 421 # silicon metal rose in a wide range, and the quotation was raised to 20900~21000 yuan/ton, a tentative increase of 150 yuan. In Shandong, methyl chloride rose another 350 yuan, to 5050 yuan/ton. So far, the profit of the monomer factory has further deteriorated. Now, from the cost perspective, the profit margin of the monomer factory has been greatly reduced. It is normal to reduce the production and the burden, and the bidding should be conservative. But since the boat of their friendship overturned, they would rather lose a thousand than pay you back eight hundred, and the competition has become extremely fierce.


Vapor phase white carbon black: This week, the prices of raw materials silicon tetrachloride and methyl trichlorosilane are running horizontally, with limited changes in cost, and the mainstream price of vapor phase white carbon black is 28000-31000 yuan/ton. Due to the continuous weak demand in the terminal market, the downstream enterprises such as high-temperature glue, room temperature glue and sealant have limited demand, and the orders have not improved significantly. The purchase of silicon carbide is mainly based on the demand, and the market transaction is smooth. In the short term, the gas phase white carbon black continues to operate in a weak position.

Precipitated white carbon black: The price of raw sulfuric acid and soda ash remained stable this week, during which there was a small increase, but the impact on precipitated white carbon black was limited. At present, the precipitated white carbon black for silicone rubber is stable at 7200~7800 yuan/ton. Enterprises such as silicone rubber are also under heavy pressure and have no intention to purchase precipitated silica. Before the festival, it is hard to see the growth of silicone rubber orders. Enterprises also actively cooperate with customers, either to enhance product value or to reduce costs for customers. In general, the demand side continues to be negative, and white carbon black operates weakly and stably.