After a wave of stocking up, the silicone market seems to have recovered its equanimity. Today, Shandong Monomer Factory made a small breakthrough, and DMC increased by 200 to 16900 yuan/ton. Although there is a certain amount of stocking up in the middle and lower reaches, it basically adheres to the principle of bargain hunting. Therefore, the mainstream Monomer Factory is still small minded. It neither wants no one to take orders due to empty rise, nor does it want to reduce prices to aggravate losses. The DMC quotation remains at 17000 yuan/ton.



Recently, the price of metal silicon fluctuates greatly. The online offer of 421 # metal silicon of the leading factory has dropped below 20000 yuan to 19800 yuan/ton. According to our understanding, the actual transaction in the market has already dropped below 19000 yuan/ton. Combined with the continuous decline of polysilicon recently, the resilience of metal silicon may turn from strong to weak. However, the resilience of methyl chloride is still strong. Due to the poor market of glyphosate, many glyphosate factories continued to limit production and ensure prices, resulting in a decrease in the output of by-product methyl chloride. Yesterday, Shandong manufacturers reported 2850 yuan/ton online. In the near future, more attention should be paid to the cost of individual plants. Under low profits and losses, high costs can restrain the falling space, while low costs can release the margin.


Silicone oil and 107 glue: DMC is rising steadily this week, and 107 glue enterprises are following up at the same time. As we know, 107 glue of monomer plants was promoted strongly last week, and silicone glue enterprises have successively made up positions, and achieved good results in exchange for quantity at price. 107 glue is stable at 17000~17300 yuan/ton this week, with recent orders as the main. In terms of silicone oil, due to the integration advantages of monomer plants, most silicone oil manufacturers are blocked from shipping and are not active in DMC's stock preparation. At present, silicone oil enterprises still maintain a low opening rate, with mainstream quotations ranging from 19000 to 19500 yuan/ton, mainly for stable operation in the short term.


Foreign brand silicone oil: In the early stage, due to the shutdown of Zhangjiagang devices, the supply of foreign silicone oil decreased, and the quotation of agents also rose relatively. The Zhangjiagang unit has entered the restart stage this week, and the early low price orders will be delivered successively. With the increase of the supply of goods, the agent's quotation starts to fall back. At present, the foreign silicone oil bulk orders are reported at 21500~22500 yuan/ton. It is expected that the price will change by the end of the month.


Cracking material silicone oil and 107 glue: at present, the new material is mainly stable, and the waste silica gel recyclers have high expectations for the market after the year. Therefore, the rough edge quotation is raised to 6000~6500 yuan/ton in advance. However, from the current supply and demand pattern of waste silica gel, the cracking material plant is half open and half closed, and the purchase volume is declining. After a year of false high speculation, most recyclers have sufficient inventory, and the market is not short of materials, but it is not the last moment, No one is willing to dump at a low price.


At present, the cracking material enterprises are not optimistic about the market after the year. If the new material rebounds for a long time, the cracking material will not have much advantage. At the same time, after a year of running, the company is doubtful about life, and there is still a pile of high price burrs waiting to be digested. At present, the company does not want to bother any more, and it will temporarily store its strength to wait for next spring to fight again. At present, the price of silicon oil as cracking material excluding tax is 16500~16800 yuan/ton.