Rise again! The first round of price hikes after the new year will be fully utilized! Affected by the main force's lockdown and heavy snow logistics obstruction, the spot circulation of organic silicon market is insufficient. In the situation where costs and operating rates are uncontrollable, the middle and downstream can only focus on rising first. Under the resonance of multiple price increases, prices have shown a rapid upward trend. As of February 21, the DMC of Shandong single factory reported 15200 yuan/ton, while the DMC of other single factories has broken through 15500 yuan/ton, showing a trend towards 16000. In terms of cost, chemical grade metallic silicon has been stable with some decline in recent times. The mainstream quotation for 421 # is 15000-15600 yuan/ton, which is inverted with DMC. The profit recovery of individual factories has shown initial results in the near future.


At present, most individual factories still have pre-sale orders to support and are missing one main supplier, giving them the confidence to boost prices in spot goods. Now, the trend is strong. However, no amount of bullish sentiment can offset the risk of overcapacity. As prices rise step by step, the middle and lower reaches dare not be unprepared, nor do they dare to be overly prepared. Before the big mystery of the leading factory is revealed, rising prices are the main tone.


107 glue and silicone oil market: DMC continues to rise, and individual factories are mainly located in the north. In the near future, the arrival of DMC will undoubtedly be delayed, resulting in low inventory of silicone oil manufacturers. The price of 107 adhesive is close to that of DMC, and silicone adhesive factories prefer to purchase 107 adhesive. As of February 21st, the 107 adhesive market quoted 15900-16200 yuan/ton, and the silicone oil market quoted 17000-1800 yuan/ton. In the short term, there are many pre-sale orders from individual factories, and the golden three silver four will come again. At this time, the main market will be closed, and the opportunity for silicone oil and 107 adhesive to rise will definitely not be missed. In addition, the price of silicone ether remains stable at around 33000 yuan/ton, and domestic silicone oil factories have already digested the low-priced silicone ether in the early stage. Currently, high priced silicone ether is widely purchased, with a significant increase in cost. Therefore, silicone oil factories are expected to continue to rise in inventory.


In terms of foreign brand silicone oil, according to agents, the planned maintenance of Zhangjiagang equipment in March, coupled with the continuous increase in domestic silicone oil prices, has led to a rising sentiment among foreign silicone oil agents. As of February 21, foreign methyl silicone oil agents have quoted 20000 to 20500 yuan/ton.