How pleasant it is to take a vacation, how difficult it is to go to work, finally ushering in the weekend. This week's 7-day workday, the two major wind indicators offer "rock solid" prices, maintaining at 14200-14500 yuan/ton. But other monomer factories have already completed a trend of first falling by 300 and then rising by 300, breaking the deadlock in organic silicon trading. In addition, the metal silicon of the leading factory rose by another 300 after the festival, and the production reduction factors of the Zhangjiagang plant have fermented, which has boosted the bullish sentiment towards the market.


At present, the production reduction of Zhangjiagang devices has limited impact on the overall supply and demand of domestic organic silicon, and overcapacity remains the main theme. Only some high-quality products need to be designated to use imported brand silicone oil, which is forced to accept high prices in the expectation of tight supply. However, Dow, Wacker Xinyue's various agents also took advantage of this "once-in-a lifetime" opportunity to maximize profits from their limited supply of goods and make up for the pressure on goods in the first three quarters. Currently, imported brands of silicone oil have seen a surge in prices, with individual quotations rising to 22000-23500 yuan/ton. This week, the cumulative increase was 3250 yuan/ton, an increase of 16.67%. Therefore, in order to rebound, reducing production is still a hard means. For example, cross-linking agents are still selling at high prices, and joint production reduction is indispensable.


Precipitated silica market: On the raw material side, the price of sulfuric acid remained stable this week. On the soda ash side, due to the weak terminal and low downstream purchasing enthusiasm, the soda ash market weakened and the price slightly decreased. The domestic light alkali price is 2800-2900 yuan/ton, and the heavy alkali price is 3100-3150 yuan/ton. However, overall, the cost side is still relatively strong, and the production pressure of precipitated silica has not been relieved. For precipitated silica manufacturers who have already purchased high priced raw materials, The risk of shipping at a loss remains high. However, several mainstream manufacturers are haggling over market share, making it difficult to adjust prices. After the holiday, the quotation for precipitated silica for silicone rubber remains at 7300-7500 yuan/ton. In terms of demand, new orders from rubber mixing enterprises were generally sold this week. Due to the limited supply of precipitated white carbon black before the festival, rubber mixing manufacturers still have stock demand and digestion is relatively smooth. In the short term, the precipitated silica market is consolidating and operating.


Gas phase white carbon black market: This week, the high price of raw material silicon tetrachloride remained stable, while the supply of methyl trichlorosilane remained tight. If subsequent monomer factories continue to reduce production, there is still support for the high price of methyl trichlorosilane. This week, the price of leading gas silicon increased by 1500 yuan, with a quotation of 18000 yuan/ton, directly supporting the price increase of gas silicon and giving the market confidence in price support. Some manufacturers still do not accept orders after the holiday. In terms of demand, there is a certain demand for replenishment of silicone adhesive, liquid adhesive, and gas-phase adhesive after the holiday. In the short term, supply and demand are relatively balanced, and prices are mainly driven by costs. This week, the high-end quotation for gas-phase white carbon black on the 200 meter scale is 28000-30000 yuan/ton, and the low-end quotation is 18000-26000 yuan/ton. In short, there is currently a strong upward atmosphere in the gas silicon market, and it is expected to continue to maintain high prices.