Unconsciously, the late October should be the worst "golden nine and silver ten" since 2017. From the "falling price trend" to the "production reduction trend", however, the market has not seen signs of reversal. At present, under the continuous tension between supply and demand, DMC's quotation remains stable at 17300~18000 yuan/ton, and the transaction price is 17200~17500 yuan/ton. In terms of raw materials: the price of 421 # metal silicon remained unchanged at 21800~22100 yuan/ton, and the rise and fall of methyl chloride in Shandong Province were repeated, and yesterday it was reduced by 250 yuan to 3350 yuan/ton. Looking at the middle and lower reaches of the market, the performance of the cold, silicone oil, 107 rubber, rubber mix enterprises is not linked with the raw materials or stick to the cost of running, so it also happens to choose "production reduction and self rescue"!


Vapor phase white carbon black: This week, the raw material methyltrichlorosilane rose slightly, and silicon tetrachloride maintained stable operation, and its cost was generally supported by gas silicon. At present, the demand side performance continues to be poor, and the downstream silicone rubber and rubber mix enterprises are passive procurement as always. However, gas silicon has new production capacity put on the market, so the supply exceeds the demand. The competition among gas silicon enterprises is relatively strong. Most enterprises cut their prices. Due to the difference of raw materials, the price of 200 is 22000-24000 yuan/ton, and the high price is 26000-30000 yuan/ton. The decline of some manufacturers is about 2000 yuan/ton. In the short term, it is expected that the fumed silica market will continue to operate in a weak position.






Precipitated white carbon black: The price of raw sulfuric acid and soda ash rose steadily this week, and the cost of precipitated white carbon black increased to a certain extent. At present, the quotation of silica rubber with white carbon black remains stable at 7200~7800 yuan/ton, and the transaction can be negotiated. At present, there is no big good news coming from the market. Silicon rubber is still dormant, procurement is not active, and the trading performance of precipitated white carbon black is weak.


To sum up, although the current silicone market is quiet, it is actually a hedge between two forces. One is the metal silicon premium caused by the early power limitation of metal silicon, which makes it difficult for the single plant to lower its cost; Second, affected by the terminal, the bottom-up "order shortage" is no longer a problem that can be solved by price reduction, so the market is in a dilemma, and there is still a hidden struggle behind the calm. Some insiders even judge that the market reversal may wait until next year.