DMC has risen again! Monitoring data shows that on July 2nd, the leading DMC reported 13900 yuan/ton, and the leading company continued to raise prices. The prices of certain brands in the market increased by 100 yuan/ton, approaching 14000 yuan/ton. Guangdong DMC spot trading ranges from 13600 to 13800 yuan/ton, and Guangdong raw rubber spot trading ranges from 14300 to 14500 yuan/ton. In June, the domestic organic silicon market continued to be weak, with prices from some manufacturers falling first and then stabilizing. The prices in the industrial silicon market decreased, and the pressure on individual costs weakened in the later period. The downstream market demand continues to be weak, and the market trading situation is light. Transactions are cautious and cautious, and some individual enterprises are under greater pressure to ship. It is expected that the trend of organic silicon market will be weak and stable in the short term, depending on downstream market demand.
On Tuesday, there was news in the market that "the production data of individual factories in July has generally declined." In response, the top individual enterprises stated that their company's business situation is good, and the market share of the four major raw materials is steadily increasing. The overall production situation is good, with a month on month growth trend in production in the recent and third quarters.
Recently, some individual enterprises have increased their service support for enterprises in the park. Individual individual enterprises such as Jiangxi, Hubei, and Zhejiang have launched the "Co Growth A Plan", aiming to attract more downstream application end enterprises to migrate to their own industrial platforms. This is another user competition after the "price war" of raw materials. Looking ahead to the second half of the year, the weights of multiple factors related to the trend of organic silicon prices are dynamically changing. It is expected that organic silicon prices will still have the opportunity to rebound in the second half of the year, but we must be cautious of the risk of market weakness again after the release of production capacity in the fourth quarter. In the long run, in the new cycle of organic silicon changes, the price increase of some raw materials in the later stage may be more anticipated.
This new track is exploding, and individual giants are taking action! On July 1st, Zhejiang Hengye Chengxin Materials Co., Ltd., one of the monomer giants, completed the trial run of the first phase of the special organic silicon resin project with an annual production capacity of 79500 tons. Hengye has become a strategic partner of new materials, a leading specialty chemical enterprise in the world - TAN Wei Kia, the Asia Pacific Procurement Director of Germany's Evonik Industries Group, Qu Liping, the Asia Pacific Head of the Coating Additives Department, and Benjamin Schaeffner, the Marketing Department Director, all led a team to visit and exchange ideas for common development. It is reported that Hengye Chengxin Materials is one of the cross regional agglomeration and enhancement projects in Shaoxing's chemical industry. Its annual production of 79500 tons of special organic silicon project is a new materials industry chain project jointly created by Zhejiang Zhongcheng Holding Group, a Fortune 500 company in China, and Winac Chemical Group, a Fortune 500 company in Germany. The total investment of the project is 1.515 billion yuan, with a total land area of approximately 321 acres. The project is expected to achieve an annual sales revenue of 2.6 billion yuan and an annual tax revenue of 200 million yuan after completion and production.
As of now, Xin'an, Xingfa, Xinghuo, and Dongyue have established their presence in the field of special organic silicon. Industry reports show that there is a huge global demand for specialty organic silicon. Recently, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the State owned Assets Supervision and Administration Commission of the State Council jointly issued the Implementation Opinions on Promoting the Innovation and Development of Future Industries, focusing on accelerating the development of future industries on the battlefield of manufacturing owners. The Implementation Opinions listed innovative landmark products including humanoid robots, brain computer interfaces, new super scale intelligent computing centers, the third generation Internet, etc. In the field of humanoid robots, breakthroughs should be made in core technologies such as robot biomimetic perception and cognition, intelligent dexterous hands, and electronic skins, with a focus on promoting the development and application of products in fields such as intelligent manufacturing, home services, and special environmental operations; Key technologies and core components such as brain computer fusion, brain like chips, and brain computing neural models will be emphasized in the development of a batch of user-friendly and safe brain computer interface products, encouraging exploration of applications in typical fields such as medical rehabilitation, autonomous driving, and virtual reality; The ultra large scale new intelligent computing center needs to accelerate the breakthrough of GPU chips, build ultra large scale intelligent computing centers, and meet the needs of large-scale model iteration training and application inference. These fields cannot do without the support of special functional silicone products.