Due to the fact that manufacturers have increased prices in turn in recent days, the market trading atmosphere is strong, and the middle and downstream enterprises are affected by the rising prices and not falling prices. In addition, the price of raw materials is still at a low level, and some enterprises still replenish the goods in an appropriate amount under the full inventory. No matter how many are prepared or how few are prepared, the order receiving situation is still a little more than everyone expected. The "good start" situation of the single factory has finally come to fruition! In terms of price, the individual monomer plants in Shandong continued to increase by 100 yuan yesterday, achieving three consecutive increases after the holiday. Today, DMC quoted 17100 yuan/ton, and other major monomer plants stabilized their prices after the increase, at 17500 yuan/ton. It is expected that the subsequent monomer plants will gradually adjust their prices according to the actual order reception, and the overall market is in a stable and positive situation.


Silicone oil and 107 rubber: The raw materials started to rise this week, and 107 rubber enterprises followed up. First, several 107 rubber enterprises increased the price by 500 yuan, and then the leading 107 rubber factory also followed up with the increase. The mainstream quotation was between 17500 yuan and 17800 yuan/ton. At present, the price increase atmosphere is spreading from top to bottom, and the gas buying in the market is heating up, and the downstream silicone rubber enterprises are also affected. The just needed stock volume has increased, but the recovery pace of terminal demand is relatively calm, and in the short term or enter the digestion stage after the rise, It is expected that the 107 rubber market will run smoothly.


In terms of silicone oil: the price of domestic raw materials rose, and the silicone oil enterprises were also in a hurry to follow up. On Monday, some enterprises followed up by 500, and quoted 19500~20000 yuan/ton, while the leading enterprises went the other way. On Tuesday, the price fell by 500, and the downstream enterprises were moved by the wind. The 18500 yuan silicone oil was quickly robbed, and the leading enterprises rose back to 19000 yuan/ton. From the perspective of order receiving, silicone oil enterprises received orders fairly well, and the low-price layout before the festival was a small gain this week. In addition, driven by the domestic rising trend, foreign brand silicone oil agents also rose to 22500~23500 yuan/ton. In the short term, the silicon oil enterprises have a strong confidence in price fixing by the end of the year.


Cracking material silicone oil and 107 rubber: As the new material rises, the waste silica gel recyclers will naturally see the rise and rise. However, based on the general inquiry of cracking material enterprises, the price increase is not big enough. At present, the raw edge is slightly adjusted to 6700~6800 yuan/ton. At the same time, according to the market research of our organosilicon mall, due to the long-term inverted market, there have been more than ten or twenty cracking material factories out of the market, so the cracking material enterprises that survived the first round of reshuffle, in order to make up for losses as soon as possible, it is also urgent to follow up. In addition, due to the influence of buying up and not buying down, the market inquiry atmosphere has warmed up, and the order receiving of cracking material enterprises this week has changed somewhat, The price of silicone oil was adjusted to 17000~17800 yuan/ton (excluding tax), and then slightly adjusted according to the order receiving situation.


On the whole, the current market has a strong atmosphere of price rise, and the demand side is also showing a stable and positive trend. The entire silicone market is like a thriving scene. But in fact, everyone knows that the prosperity is often full of crises, and the monomer factory is still expanding, while the terminal has not seen a larger incremental market, and the stock competition pattern is not changing. Therefore, for 2023, everyone's confidence will return, but not blindly optimistic, It is important to grasp the short-term market. Once the risk increases, it tends to be conservative. Therefore, the editor believes that when you are brewing the rising trend, you can not ignore the inventory risk behind it. You need to pay attention to the rhythm to follow the rising trend. First, cash the first wave of red envelope market in the beginning of the year as soon as possible, and try to maintain a stable order receiving and smooth shipment.