Recently, the organic silicon market, which is low in the dust, finally ushered in a glimmer of light at the end of the month. Some monomer plants in Shandong continued to rise, with DMC reporting 17800 yuan/ton, up 200 yuan/ton. Although the rise was small, this spark also gave the market some confidence. At present, the production reduction of individual plants has not been relaxed. Only two or three of them operate normally, most of them are still in the state of load reduction or shutdown, and the overall operating rate is only about 60%. It can be seen that the short-term bottom price has been consolidated, and the downstream stock confidence has also increased to a certain extent. Inquiries have increased significantly in the past two days. If the downstream stock replenishment is more awesome at the end of the month, the main monomer factory will follow up and help, and a small wave of organic silicon rebound may start here!


Silicone oil and 107 glue: The DMC of raw materials has risen steadily, and the pressure on silicone oil and 107 glue enterprises has also eased. At present, silicone oil is quoted at 19000~20000 yuan/ton, and 107 glue is quoted at 18000~18300 yuan/ton. Although it still faces the situation of low profits or even loss shipment, inquiries are active, and the phenomenon of monomer factories surrendering profits has subsided, so the price stability mentality of silicone oil and 107 glue enterprises has become firm.


In terms of foreign silicone oil: this October was also a "free hand". The conventional viscosity of methyl silicone oil was lowered to 21000~22000 yuan/ton. However, in the habit of buying up rather than buying down, profit giving did not get much feedback. This week, domestic growth has been explored, and foreign silicone oil agents have also simultaneously "truce" to maintain stability temporarily.


Cracking material silicone oil and 107 glue: the new material is rising steadily, and the waste silica gel recyclers are ready again, but the cracking material market is too thin, and the rough quotation is temporarily at 6300~6500 yuan/ton (excluding tax). In addition, Zaoyang, Hubei also gradually recovered to normal, but the operating rate was still low, and the price of silicon oil as cracking material remained at 17500~18500 yuan/ton excluding tax. In the short term, once the new materials rise, there will still be cracking material plants to take risks and actively purchase a batch of raw materials in anticipation of price rise. However, most cracking feedstock enterprises said that as soon as they prepared the goods, they would become inventory, and as soon as they received the order, they would lose money. In comparison, it is more important to "protect the life". In the short term, the cracking feedstock market is dominated by weak operation.



On the whole, at present, the monomer factories are firm in their determination to maintain the price, while the middle and downstream enterprises, facing the "silver ten" that is coming to an end but never comes, say that it is important to reduce losses, and also hope that the rise of raw materials will drive the shipment. At present, the stable price operation has become the main theme of the silicone market. In addition, some individual monomer plants in Shandong have taken the lead. The main leaders should not be discouraged in the middle of the process. They will probably respond positively. As for how long they can rebound, the follow-up focus is still on the sustainability of upstream production reduction and the improvement of downstream demand. In short, at the end of October, organic silicon will have a short-term rebound opportunity, and do you take the opportunity to copy the bottom or take advantage of it to reduce your position?