Stop the fall and stabilize temporarily! In recent days, after a decline of 300-600 yuan/ton in some single factories, they are unwilling to concede profits again. The price advantage of individual single factories is large, and the transaction has improved. Due to the lack of awesome in the terminal consumer market, it is difficult to quickly digest the inventory in the middle and lower reaches, and it is conducted step by step. Although the monomer factory is extremely eager to repair the profits, the "own people" are constantly expanding production and dragging their feet, leading to the expansion of supply and demand. They can only face the bleak reality and give up profits to promote the transaction, but it is worth noting that the leading factory remains stable! Today, DMC's mainstream quotation is 16800~17500 yuan/ton.


In terms of cost, first of all, the capacity of silicon metal enterprises has gradually increased and the supply is relatively loose. Some enterprises have reduced the price by 100 to stimulate the shipment. The mainstream quotation of 421 # silicon metal is 18500~19300 yuan/ton. The futures end: the main force of industrial silicon 08 contract closed 17525, with a range of -0.09%. Secondly, the price of chloroform in Shandong Province also dropped by a small amount of 100 yuan, with a price of 2650 yuan/ton. Overall, the cost of DMC has declined slightly, but it is still a drop in the bucket for the single unit that wants to repair the profit.


Precipitated silica market: at present, sulfuric acid at the raw material end continues to rise, and soda ash also continues to strengthen due to good orders, and the cost side still has support for silica. On the demand side, in February, rubber blending enterprises received more pre-orders, and digested precipitated silica more smoothly, and several mainstream plants temporarily had no inventory pressure. However, with the delivery of the pre-order, the new order was not good, and the subsequent demand for white carbon black was also reduced. In general, the current quotation of precipitated silica for silicone rubber is still maintained at 6800~7800 yuan/ton, and it is expected to maintain stable operation in the short term under weak demand.


The market of fumed silica: at present, the raw materials of tetrachloride and methyltrichlorosilane are both in stable operation and the cost is stable. However, due to the different raw materials of fumed silica, the enterprise quotation continues to be divided. At present, the high-end quotation of fumed silica is 24000-27000 yuan/ton, and the low-end quotation is 17000-2000 yuan/ton. In terms of orders, in February, downstream enterprises such as liquid rubber, gas phase rubber and silicone rubber had a high operating rate, and the enterprises of fumed silica received more orders, and the supply and demand were relatively balanced. In March, the demand of the terminal market recovered slowly, and under the general environment of the recent decline, the downstream enterprises' confidence in the market has subsided, and the gas-phase white carbon black is mainly purchased on demand. It is expected that the market will maintain weak and stable operation in the short term.