DMC changes! After the middle of November, the order demand of major customers slowed down "significantly", and Vietnam was also hard to cope! According to foreign media, the initial PMI of Markit manufacturing industry in the United States in October released by S&P reached 49.9, a new low since June 2020, and fell below the dry boom line for the first time in two years. The PMI survey highlighted the increased risk of contraction of the US economy in the fourth quarter. Data released by the Eurozone showed that the initial manufacturing PMI in the Eurozone fell to 46.6 in October from 48.4 in September, lower than the expected 47.9, a 29 month low. The data added to market speculation that a euro zone recession seemed increasingly inevitable. South Korea's exports fell for the first time in two years in October, which is one of the clearest signs that the global economy is cooling.


Last week, the media reported that a single unit of a major factory was shut down, and orders could not be delivered temporarily. After investigation, it was found that the slowing demand for downstream orders affected the clearing of inventory.






Optimists believe that the data in October confirmed that the prosperity of the silicone industry was being repaired for two reasons: on the one hand, the domestic silicone output in the second and third quarters had declined due to the epidemic, and the recent downstream growth was due to the post order delivery factor; On the other hand, according to the latest industrial data, some downstream silicone industries have indeed shown signs of recovery, and the orders of leading enterprises have maintained a growth rate of 33%, accelerating compared with the year-on-year level in September, for endogenous reasons. In general, in the short term, with the optimization of prevention and control policies, industrial production will welcome a recovery, and the demand for silicone will also welcome repair.






A mainstream enterprise in Jiangxi said that the current production situation of "organosilicon" products in China is good, the total supply is sufficient, and the market remains stable, which can fully meet the global consumption demand of various industries. At present, the production of silicone supply side in China is still growing, and the price is stabilizing. This year, we focus on the trial production and application promotion of new products.






Dongyue silicon material currently has an organic silicon monomer production capacity of 600000 tons/year






On November 17, Dongyue Silicon Materials disclosed the record form of investor relations activities, which shows that, as the project has entered a stable operation state as a whole, the "organic silicon monomer and deep processing project" has been formally completed and put into operation and has generated economic benefits. The implementation of this project will significantly enhance the production capacity of the company's silicone products, enrich the variety of silicone products, improve product quality, enhance scale advantage and product market competitiveness, and help consolidate and expand the company's market share and market position in the silicone industry. At present, the company's silicone monomer production capacity reaches 600000 tons/year, and the supporting downstream deep-processing products, such as 107 glue and silicone oil, rank in the forefront of the industry.








Annual output of silicone sealing rings: 20 million






Recently, the relocation project of the silica gel sealing ring production plant of Benyou New Materials Technology Co., Ltd. (with an annual output of 20 million silica gel sealing rings) was put on record. The project is located at No. 19 Xiangda Road, Xiaojinkou Sub district Office, Huicheng District, Huizhou City, with a total investment of 3 million yuan. The project covers an area of 1100 square meters, with a building area of 1600 square meters (including 500 square meters for the first floor and 1100 square meters for the third floor of a factory building). It is mainly moved from the original production site to the leased factory building at No. 19 Xiangda Road, Xiaojinkou Sub district Office. Adopt mixing machine, molding machine, oven and other production equipment, install silica gel sealing ring production line, and engage in silica gel sealing ring production. The annual production of 20 million silica gel sealing rings is about 11 million yuan, and the annual tax payment is 400000 yuan. The starting and ending years of the project are 2022-12-01 to 2023-01-01.