A long-overdue price increase has stirred up many layers of water spray. Remember how long it hasn't been such a bustling scene in the silicone market? In the early morning of these days, all kinds of information about the price rise of organosilicon people came to us, as if it had taken off, and even the organosilicon stocks were also up and up. Yesterday, Sibao Technology, Hesheng Silicon Industry, Runhe Materials, Huitian New Materials, Dongyue Silicon Materials, Xinan Shares and other stocks were up and up.


At present, the trading atmosphere in the market is good. The 107 glue of the leading factory was raised by 500 yuan yesterday, and this week it rose by 1000 yuan to 18000 yuan/ton. It is rare that the DMC was not the same as the DMC. Today, the DMC of individual monomer factories in Shandong rose by 200 yuan to 17300 yuan/ton. In the short term, the power of organic silicon to stabilize and increase is still in place, but the strength to catch up needs to be carefully operated. After another wave of replenishment this week, the market may gradually return to calm, and the middle and downstream enterprises actively digest the inventory, However, the single plant has planned to restart the shutdown device and add 100000 tons of produced products. The pressure on the supply side is still self-evident, and in the short term, it is still mainly to repair profits.



Precipitated silica market: the soda ash at the raw material end increased significantly this week. According to our understanding to the silica enterprises, the water glass enterprises have issued a price increase notice to them in February. However, since the precipitated silica enterprises are always in the buyer's market and the raw material inventory of each manufacturer is different, the increase is difficult to unify, and can only be passively digested under the pressure of cost. At present, the quotation of precipitated silica for silicone rubber is still maintained at 6800~7800 yuan/ton. Recently, the demand has recovered, the operating rate of rubber compound is relatively optimistic, and the purchase of precipitated silica has increased. In the short term, precipitated silica is intertwined between wanting to rise and not daring to rise. If water glass continues to operate at a high level, some precipitated silica plants may increase slightly.


The fumed silica market: the supply of raw material monomethyltrichlorosilane is tight this week, and the price has increased. The price of tetrachlorosilane is stable, and the overall fluctuation is limited, which has little impact on the fumed silica. At present, the high-end price of fumed silica in the 200 comparison table is 25000-27000 yuan/ton, and the low-end price is 17000-2000 yuan/ton. Due to the strong atmosphere of price rise in the market, the demand for silicone rubber market has warmed, and the sentiment of gas-silicon enterprises to stand up for price has increased. However, the low prices of some factories have been suppressed, and the actual operation of gas-silicon enterprises has been slightly passive. Overall, the fumed silica market will continue to consolidate in the short term.


On the whole, this week, almost all of the silicone products in the whole line were up, and the whole line was up, which mobilized the atmosphere of intra-field trading and investment, combined with the return of confidence in the Year of the Rabbit, and the inquiry and replenishment of the middle and downstream enterprises exceeded expectations, greatly easing the inventory pressure of monomer factories. However, considering the problem of overcapacity, the increase of individual factories is also relatively moderate. This week's increase is still stable by a small margin, and the situation of covering positions in the middle and lower reaches is also gradual. It is difficult to see a situation of soaring prices. It is expected to maintain a stable and rising situation next week, and with the further clarity of terminal recovery, there will be new changes at that time, let us wait and see.