At the end of the year, 2022 will be a year of overall decline for the silicone industry. From "heaven" to "floor", it has not yet reached the end. Today, individual monomer plants in Shandong will fall another 100, and DMC will report 16300 yuan/ton! How exciting it will be to make money in 2021, and how painful it will be to lose money in 2022! Today we will comb the price trend of DMC in 2022.


At the beginning of the year, the opening of DMC in 2022 was a "good start". At the beginning of January, DMC opened up to 27600 yuan/ton, and some monomer plants staged closing operations. Under the mentality of speculation and reluctance to sell, the price soared all the way, reaching the peak in the middle of March. DMC quoted 39000 yuan/ton. As the new capacity has been put into the market, the supply and demand pattern has been quietly reversed. The middle and lower reaches of the country resisted the high position and finally the speculation ended in failure. From late March to April, the price returned to the era of 20000+.


In the middle of the year, the whole period from May to August was "down" in words. From 26400-27500 yuan/ton opened in May to 18800-19800 yuan/ton at the end of August, the price of the single factory fell sharply in the process of continuous profit giving and shipment, and fell by about 7680 yuan/ton in four months. During this period, in order to stimulate the downstream market, the single factory also closed and pulled up in turn, but at the limited terminal, the middle and lower reaches were faced with a high post every time they copied the bottom, which can be described as a scar!


At the end of the year, the golden cycle in 2022 can be said to be a weak peak season. At the beginning of September, the price of raw metal silicon rose under the influence of the limited film, and the monomer factories followed suit. The middle and lower reaches also had staged replenishment under the influence of "buying up, not buying down". However, after the replenishment, the orders were still normal, and the DMC price fell to 18000 yuan/ton. The "golden nine" is not awesome, and the "silver ten" is not much better. After the return of the National Day, facing high inventory and low demand, many monomer plants have been fighting against each other. Not only have they reduced production and load in a large area, but the leading plants have also started live broadcast to yield profits. Other monomer plants have followed the downward trend, but the bottom-up "order shortage" has always haunted the entire silicone market, and the meat cutting promotion has failed to turn the tide. Finally, the quotation of DMC in 2022 will end at 16300~17000 yuan/ton. Compared with the highest price of 39000, it is a cliff drop, with a drop of 22700 yuan/ton!


2023 is the first year after the release of Yi's sentiment. It is also the year when the multi macro favorable policies are implemented. Although there are still many force majeure factors, there is still great expectation for the positive side of the market. Can supply and demand face a real reversal? What new changes will the industry face? Organosilicon Mall pays close attention to you.