Less than the off-season! This year's "Golden Three" is not only lacking in quality, but the trading atmosphere in the past two weeks seems to be worse than the off-season. The organic silicon market is full of gloom. Striving for shipment is undoubtedly the main appeal of enterprises. In the case of negative profits, it is also a helpless move to promote the transaction of surrendering profits secretly. However, the monomer factory continues to bear the pain of surrendering profits, and has not exchanged many orders, but the market sentiment is increasingly depressed. According to our report yesterday, several monomer plants have recently started to stop for maintenance, and the monomer plants in central China have also changed from two to one, and the subsequent operating rate has gradually decreased, but the pressure on shipment is difficult to ease in the short term. From the perspective of quotation, DMC's quotation is weak and stable at 16800~17000 yuan/ton, and raw rubber and 107 rubber are also temporarily stable, but the firm offer can be negotiated according to the volume, and the range is 200-300 yuan/ton, which is basically invalid and stable!


Precipitated silica market: the price of raw material sulfuric acid has continued to rise recently, while the price of soda ash has slowed down recently, but it still remains high and stable, with balanced production and sales. The comprehensive cost of precipitated silica is relatively strong, and the production pressure of enterprises is high. The quotation of precipitated silica for silicone rubber is still maintained at 6800~7800 yuan/ton. From the perspective of supply, the silicon rubber enterprises started relatively enough last month and digested precipitated silica rapidly. At present, the inventory pressure of various silica manufacturers is not high. However, after March, the orders of rubber mixing enterprises have declined significantly, and under the pressure of low prices of leading manufacturers, it is slightly negative for the future market. In order to avoid the situation of more production and more losses, there is a trend of production reduction, which leads to poor transaction of new precipitated silica orders this week.


The market of fumed silica: at present, the price of silicon tetrachloride and methyltrichlorosilane at the raw material end is stable, and the impact on the cost side is small. Due to the abundant supply of fumed silica, enterprises have the demand to reduce the stock, and the quotation continues to be differentiated due to the different cost and quality. The high-end quotation of fumed silica is 24000-27000 yuan/ton, and the low-end quotation is 17000-2000 yuan/ton. At present, the living space of common rubber compound is constantly occupied. Under the pressure of helplessness, some enterprises turn to the gas phase rubber or liquid rubber market, and the demand for gas silicon is slightly favorable. However, with the active expansion of monomer plants and polysilicon, the production capacity of fumed silica to digest by-products is also rising. At present, fumed silica is also in oversupply. It is expected that the price of fumed silica will remain weak and stable in the short term.


On the whole, the current supply environment is abundant and the demand is poor. Although Yunnan's power rationing policy has warmed up again recently, it is not enough to boost the overall environment. In the short term, the favorable aspects of the organic silicon market still lack strong support. Therefore, the upstream and downstream shipments are not smooth, and the price competition can only increase, while the negative decline phenomenon is only increasing. In the short term, it is expected that most enterprises will be forced to join the competition quagmire while waiting.