In February, the market turnover gradually returned, especially last year's "depressed", and the consumption index rose sharply during the Spring Festival this year, giving the market the confidence it needs most. This is not just the beginning of the construction, you can feel that everyone is holding a "big fight"! Although it is not known whether the global economy will achieve a "bottoming rebound" in 2023, the bullish sentiment in the market has been full at the moment, and some single factories in Shandong have risen first. Yesterday, the DMC rose to 16800 yuan/ton, which is temporarily stable today! Other monomer plants remained at 17000-17200 yuan/ton. Supported by pre-sale orders, the price of metal silicon remained stable and stable in the past two days. There was no fluctuation in the cost. As the middle and downstream enterprises entered the market one after another, the steady rise of the whole line was a high probability event.


Silicone oil and 107 glue: Because the pre-sale and receipt of 107 glue before the festival are acceptable, the delivery order is the main part after the festival, and the inventory is controllable. At present, the price of 107 glue is 17000~17300 yuan/ton. In terms of silicone oil, most silicone oil enterprises are optimistic about the after-event market before the festival. There are many "bargain hunting" phenomena, and now they are also satisfied with their wishes. They have full confidence in the price. The quotation is between 19000 yuan and 20000 yuan/ton, and the local price is up 200 to 300 yuan/ton. Foreign brand silicone oil: Since the agent has just returned to the market, the foreign silicone oil factory has not yet quoted a price. It is understood that there is a plan to increase the price. The agent has a proper amount of stock before the holiday. It is also welcome to see the price increase. In the near future, after the manufacturer adjusts the price, it will follow up the increase according to the order.


In terms of demand: downstream enterprises have gradually entered the market, and the trading and investment atmosphere has warmed up. The most important thing is that the recovery of terminal consumption is obvious, and the confidence in the downstream is strong. In general, under the stimulation of local DMC inflation, most silicone oil and 107 glue are in a rising mood. However, the downstream stock is prepared in advance. It will be relatively prudent to stock up again. Therefore, it is also necessary to pay attention to the rhythm of inflation. A small rise is pleasant, and a big rise is easy to hurt!