In recent days, the mainstream monomer plants have been engaged in a fierce covert war. The middle and lower reaches have also taken the opportunity to exchange the price with the quantity to start preparing goods before the year. At present, the market trading atmosphere is fair, and the DMC price difference of all manufacturers is basically flat, concentrated in 16700~17000 yuan/ton. There is still room for negotiation on the basis of transaction volume. In addition, the price of 421 # metal silicon fell 100 yuan across the board yesterday, with an offer of 20200~20700 yuan/ton. The price of methyl chloride in Shandong was also lowered to 2700 yuan/ton. Compared with the loss of individual plants, this small drop is not worth mentioning at all. In the short term, after a wave of meat cutting stimulus, the market can stop falling and stabilize for a period of time after receiving some orders.


Silicone oil and 107 glue: At present, DMC surrenders profits secretly, and 107 glue naturally follows up at the same time. The open quotation is 17000~17500 yuan/ton, and the turnover is basically 16000+. Silicon oil remained stable with little movement. This week, silicon oil was quoted at 19,000~20,000 yuan/ton. Silicone glue enterprises have adequate stock, but outdoor construction is still difficult, and the stock of silicone glue is not ideal. At present, the stock is still to be followed up.


Foreign brand silicone oil: It is understood that Zhangjiagang unit is planned to restart at the end of this month, and it is ready to receive external quotations. At present, the agent's individual orders are stable at 23000~23500 yuan/ton. It is expected that after the restart of the unit, the agent is expected to reduce the quotation, which is another pressure on domestic silicone oil.


Cracking material silicon oil and 107 glue: the new material shock is low, and the cracking material just wants to have a holiday for the New Year. First of all, there are not many orders from the silicon products factory. At the end of the year, they do not want to deal with rough edges at a low price, and it is difficult for waste silica gel recyclers to receive materials. Secondly, and most importantly, both silicon product manufacturers and recyclers feel that there is hope for price increase in the next year. Therefore, no matter how depressed the current trading and investment, they should insist on operating after the next year. It is estimated that the rough edge quotation will remain at 6000~6300 yuan/ton this year.


The waste silica gel will not be adjusted, and the cracking material has been lost for a year, and they don't want to struggle any more. Most enterprises are ready to recuperate and fight again next year. At present, the price of silicon oil for cracking material is 16500~16800 yuan/ton (excluding tax). In general, some cracking material plants have a small margin of profit to reduce the inventory at the end of the year.


From the demand side, in the near future, the policy of opening up the Yi situation has gradually recovered in terms of goods delivery in Shandong and Foshan, but the favorable policy of real estate has not yet been transmitted to the terminal, and the demand for silicone glue is difficult to recover significantly years ago. However, yesterday, a local news was broadcasted on the whole website. Zhejiang Provincial Department of Commerce and other relevant departments will organize more than 10,000 enterprises to participate in economic and trade activities overseas. Provincial leaders lead teams to charter flights, compete for flights, and organize groups to grab orders! The first phase is an 8-day trip to Europe. Exciting!


Finally, let's look at the silicone market. In December, the first wave of the game ended with the monomer factory taking the lead in giving up profits. As time goes on, the inventory of midstream and downstream enterprises will also weaken. Whether some enterprises with high inventories will give up at that time is still unknown. On the whole, no one can be bothered by the live meat market. The rise and fall of prices are of little significance. Only going out, exploring more possibilities and expanding demand can do.