Recently, the organosilicon market has experienced a long lost calm, with limited demand in the middle and lower reaches. Monomer plants continue to reduce production and maintain prices, and logistics is blocked due to the impact of yi situation in many places! The market trading is like "a pool of stagnant water". Even on Tuesday, some individual individual plants had two price adjustments, first falling below 17000 yuan/ton, and then returning to 17300 yuan/ton when the market opened on Wednesday. This key node is put in the past, which will certainly cause some splash in the market, but now there is no sense of existence. It seems that everyone is tortured by this year's market.


Today is the tenth day that DMC is stable, and it remains at 17300~18000 yuan/ton. The price of chemical grade silicon 421 # at Huangpu Port at the raw material end was stable at 21800~22100 yuan/ton, and the price of methyl chloride in Shandong continued to rise by 50 yuan to 3600 yuan/ton. To sum up, the upstream and downstream still have to stand still for some time in this rare "calm atmosphere".


Silicone oil and 107 glue: DMC stabilized the price, and the mainstream operation of surrendering profits also stopped. Silicone oil and 107 glue naturally focus on maintaining stability. From the supply side, the silicone oil and 107 glue enterprises have a positive shipping mentality, but the downstream is always constrained by the terminal and dare not make a big move. They continue to purchase on demand steadily, which leads to the fact that the silicone oil and 107 glue enterprises are not ideal to exchange the quantity with the price, which can only indicate that they are helpless. At present, the stable price of 107 glue is 17500~18000 yuan/ton, and the quotation of silicone oil is 19500-20000 yuan/ton.


Nowadays, the export order situation is not good, and foreign silicone oil enterprises are also secretly bidding. It is understood that some foreign brands of silicone oil have yielded profits to 21500~22500 yuan/ton. Because of their large number of silicone products, the downstream deep processing is second to none. Sometimes the raw material bidding is always unexpected, so there is a certain impact on domestic silicone oil. In the short term, the silicone oil and 107 glue markets operate weakly and stably.


Cracking material silicon oil and 107 glue: the new material is stable, and the cracking material market is also not attractive. At present, the raw edge price remains unchanged at 6300~6500 yuan/ton, while the cracking material enterprises have been plagued by problems for a long time, and the cracking material silicon oil remains stable at 17500~18000 yuan/ton (excluding tax). Recently, the sudden Yi situation in Zaoyang and Henan in Hubei Province has greatly affected the commencement and logistics of local cracking material enterprises. Although the production has been reduced for a long time, this forced mode has made things worse. In the short term, the local logistics restriction will help the spot delivery of cracking materials in other regions. However, the overall situation depends on the face of new materials. It is expected that the cracking materials market will continue to maintain a "low-key" operation.


On the whole, the monomer factory lacks the bottom line for bidding, and the silicone market is generally stable. Even if the market trading changes in the future, it is difficult to have a significant fluctuation. And the downstream has not only failed to make money, but also accumulated inventory after wave after wave of bottom hunting. Therefore, they also hope that the price can rebound. In the end, it is better to increase the price than to decrease the price! To sum up, the upstream and downstream will continue to hold a stalemate this week. Xiao Bian believes that today's silicone market is rarely in a stable period, so we can take advantage of this to check our own advantages and disadvantages, focus on product optimization and upgrading, and enhance our competitiveness in case the market can withstand greater market impact.