The new order has not been added to the inventory! Every little progress in the repair of the single plant will add another roadblock. The high expectations in the early stage can not match the reality after all. Since the demand side cannot be changed in the short term, it can only start from the supply side. At present, enterprises with high inventory pressure have maintenance and load reduction plans. According to our understanding, there are three planned to stop for maintenance in the late half of the year, and 4-5 planned to reduce the load production, and the operating rate is expected to fall back to about 65-68%.


Looking back at the DMC price, the decline of the leading manufacturers further indicates that the new orders are not well traded. After the rebound and successive losses, the middle and lower reaches no longer worry about the sudden rise of raw materials, but focus on when they can start at a low level. The single manufacturers are in a weak mood under the pressure of loss. At present, the upstream and downstream are deadlocked, and the DMC mainstream quotation is between 16800 and 17000 yuan/ton. In addition, yesterday's quotation of chemical grade metal silicon was 18400~19200 yuan/ton, and the price was reduced by 50~100 yuan/ton. It is expected that the DMC market will operate in a weak and stable manner in the short term, and the possibility of negative decline will not be ruled out.


Silicone oil and 107 glue: The DMC market presents a seesaw between supply and demand. The price of silicone oil and 107 glue is temporarily stable this week. The manufacturer said that the terminal transaction is not good. Some regions have prices but no market. The purchase is also carried out on demand, and the progress of delivery is slowing. At present, the price of 107 glue is 17800-18300 yuan/ton, and the price of silicone oil is 1950-20000 yuan/ton. There is preferential space for transaction. From the demand side, the downstream with sufficient stock in February is not in a hurry to replenish the stock at present, and the mood for decline is heavy.


Although the speed and range of DMC price reduction has slowed down, the low price silicone oil and 107 glue of silicone rubber, electronic rubber and other enterprises have not been fully digested, and the game between supply and demand in the market has become increasingly serious. It can be said that the price of DMC has only been lowered, but the overall performance of short-term demand is relatively rigid. In the future, the silicone oil and 107 glue prices continue to run in a weak position, and there is still room for a moderate decline in prices.


Cracking material silicone oil and 107 rubber: the new material is in horizontal operation, and the cracking material plant maintains the Buddha system. It will be sold if there is a single order, and the production will be reduced if there is no single order. At present, the price of cracking material silicone oil is 16800~17500 yuan/ton (excluding tax). In the case of poor market conditions, the high level of raw edge will not be accepted. Therefore, it is difficult for waste silica gel recyclers to sell goods, so they have no choice but to continue to reduce the price. At present, the price of raw edge is slightly adjusted to 6300~6500 yuan/ton. From the perspective of price, the production of low viscosity silicone oil from pyrolysis feedstock has a slight advantage compared with the new feedstock, but the downstream users are also strong. The orders with large volume basically flow to the monomer plants, leaving few orders for the pyrolysis feedstock enterprises, which are basically bulk transactions.