Entering Friday, the organic silicon market continued to experience undercurrent flow. From the perspective of the market, there is currently no positive momentum in the terminal consumer market, and the expectations for the "Golden September" have not been realized. New transactions are lukewarm, and there is a resurgence of bidding atmosphere in some areas of the middle and lower reaches. In terms of DMC, individual factories have maintained a firm quotation of 13700~14200 yuan/ton this week. Although individual factories in Shandong slightly loosened on Wednesday, with good performance in low-priced acquisitions, they returned to stable price mode yesterday. Other individual factories have pre-sale orders to support them, and their confidence in price increases is still strong. In terms of cost, the supply side of industrial silicon has decreased recently. As the wet season gradually comes to an end, the cost of metallic silicon in the southwest region will show an upward trend. In this situation, the spot price of 421 # silicon will continue to remain strong, and 421 # silicon in the east China region will remain stable at 12000-12800 yuan/ton; In terms of futures, the market price fluctuates repeatedly with macroeconomic sentiment, with ups and downs alternating. Due to the still high pressure of warehouse orders, it is difficult for the supply side to effectively alleviate in the short term, resulting in insufficient rebound momentum for metal silicon futures and spot prices, and maintaining a bottom oscillation operation.
The market for precipitated white carbon black: On the raw material side, the demand for sulfuric acid market is poor, and shipments continue to differentiate, while prices remain stable; In terms of pure alkali, the price continues to decline in the pattern of oversupply. This week, the domestic light alkali quotation is 1150-1850 yuan/ton, and the heavy alkali quotation is 12000-2000 yuan/ton, a decrease of 50-100 yuan. In terms of demand, in the current situation of weak terminal demand, the digestion cycle of rubber mixing enterprises is slow, and their procurement efforts for precipitated white carbon black are average. In addition, with sufficient inventory and limited orders from various manufacturers, white carbon black enterprises can only continue to internally expand and actively develop high-quality products. Overall, the mainstream price for precipitated white carbon black used in silicone rubber is currently 6300-7000 yuan/ton, and the market is expected to operate smoothly in the short term.
Gas phase white carbon black market: On the raw material side, Monday A continued to operate strongly, and under the tight supply situation, it continued to sell at a high level. Two individual factories rose again this week, with the Northwest large factory area quoting 2000 yuan/ton, rising another 600 yuan, and the Shandong area quoting 1800 yuan/ton, rising another 500 yuan. Both have achieved two consecutive increases in September, with a cumulative increase of 850-900 yuan/ton! There is a significant positive push for the formation of gas-phase white carbon black, and currently, major factories in Northwest China have maintained stable support for gas-phase white carbon black for nearly two months. Other manufacturers, on the other hand, have their own advantages in quality and receive orders more smoothly. Currently, their prices vary depending on the level of quality differentiation, with high-end prices ranging from 25000 to 28000 yuan/ton and low-end prices ranging from 18000 to 22000 yuan/ton for 200% gas-phase white carbon black. On the other hand, gas-phase white carbon black has remained stable for a long time, and silicone rubber companies have maintained a normal procurement rhythm. Currently, due to the impact of the significant increase in costs, there is a certain expectation of a price increase for gas-phase white carbon black, and some silicone rubber companies may have increased their inventory in the near future. It is expected that the market for gas-phase white carbon black will show a stable and positive trend after the holiday.