In order to go to the stock market at the final stage of the sprint, Shandong monomer plants fell and gave way to profits, while other monomer plants kept playing games secretly. The preferential strength was basically aligned with the low price, and the monthly settlement of core customers was gradually liberalized. As a result, the receipt of orders has been divided in recent days. Under the pressure of receiving orders, some individual monomer plants in Shandong, mainly engaged in cash trading, yesterday DMC quoted 16300 yuan/ton, with a small drop of 100. According to insiders, there is still a small space for discussion on offline transactions. At present, the quotation of the major manufacturers did not fluctuate much before the year, but tended to offline negotiation. Since long-term losses could not be reversed, and many individual plants planned to reduce their losses in January, the space for DMC negotiation was also limited. On December 30, the DMC quotation was fixed at 16300~17000 yuan/ton.


Precipitated white carbon black: The overall average price of precipitated white carbon black used for silicone rubber has not fluctuated much this year. The price of soda ash and sulfuric acid in terms of raw materials has increased more or less, but the cost side has limited support for precipitated white carbon black enterprises. Only in March, there was a wave of concentrated increase of 500 yuan/ton. Precipitated white carbon black used for silicone rubber reported 8300-8800 yuan/ton in March, and then the whole second half of the year showed a weak operation. All the way down to the end of the year, the quotation was 6800-7500 yuan/ton, down 1400 yuan/ton, The annual decrease is 16.38%.


Vapor phase white carbon black: looking at the price trend of 2022, the price of vapor phase white carbon black rose first and then fell. In the first quarter, the supply was tight, with both methyl chloride and silicon tetrachloride rising, supporting the trend of strong gas silicon. In January, the average price rose from 29600 yuan/ton all the way, and in March, the average price was as high as 38000 yuan/ton, which was also the peak of the year. Later, due to the demand drag, raw material methyl chloride continued to decline, while silicon tetrachloride remained at a high level. Under the two processes, The gap of gas phase decline was enlarged. At the same time, the new capacity was put into operation in the second half of the year, and the supply and demand were reduced. Superimposed by the interference of yi situation, there were few positive factors in the gas phase white carbon black market, and the price was forced to fall all the way. In 2022, the low end quotation of 200 yuan was 17500-20000 yuan/ton, and the high-end quotation was 23000-25000 yuan/ton. On the whole, the average price of gas and silicon will decrease by 28.63% annually in 2022.


On the whole, in 2022, the silicone market will end from the rise at the beginning of the year to the decline at the end of the year, and the terminal demand will also be "meritorious". The room temperature glue is mainly affected by domestic real estate, and the orders for both outdoor construction glue and indoor home decoration glue will shrink seriously. In terms of high-temperature adhesives, traditional export orders declined, and the pioneer craze of 3C consumption, electronic appliances and silicon products deratization ended. However, the supply side was affected by the high boom last year, and a large number of new capacity was put on the market, which led to the reversal of the supply and demand pattern, which has not been alleviated so far! Under pressure, the industrial chain has also been extended downward, and hanging upside down has become a classic landscape of 2022! Next week will be 2023, and it is an expectation to be stable for the next year!