Silicone mall Express - October 14: Recently, the state issued a number of policies to benefit the photovoltaic market and further boost polysilicon. This week, polysilicon prices continued to rise, with an average transaction price of 268000 yuan / ton, a month on month increase of 13.66%. According to the sources of non-ferrous market, yesterday, 421# chemical grade metal silicon rose again, with a quotation of 67000-69000 yuan / ton, an increase of 1000 yuan / ton, and 421# metal silicon powder quoted 79000-81000 yuan / ton, an increase of 5500 yuan / ton, which undoubtedly contributed to the high position of the monomer factory, but entered a dilemma for the midstream silicone oil and 107 glue market.


DMC was basically stable this week with little fluctuation. Under the support of cost, the market offer of silicone oil and 107 glue was also stable. At present, the DMC quotation of mainstream manufacturers remains 63000-63200 yuan / ton, the 107 glue 63500-64000 yuan / ton, the methyl silicone oil 68000 yuan / ton, and the silicone oil quotation of individual monomer manufacturers is as high as about 78000 yuan / ton.


Foreign brand silicone oil and 107 rubber agents have limited supply, receive orders sporadically, offer 80000-85000 yuan / ton, and there are few actual transactions.


Cracker silicone oil and 107 glue remained stable this week, and the scattered quotation of cracker silicone oil and 107 glue was 52000-56000 yuan / ton (excluding tax); Waste silica gel 17500-18000 yuan / ton (excluding tax), the transaction atmosphere is general!


At present, the market is mixed with good and bad factors: the price of raw materials continues to remain high, especially under various factors, the rise of metal silicon is still difficult to stop. Operating rate of single unit: Although Yunneng and Xingxing are in the key stage of commissioning, the new capacity is expected to be produced in December as soon as possible. In addition, there are single units in Shandong and Hubei, which are planned to be overhauled annually from the end of October to November. It is expected that the load of Zhangjiagang unit in the fourth quarter is not high. On the whole, the capacity improvement of single plant is limited, the inventory pressure is small, and the resistance to falling is still strong. If silicon metal rises further, monomer plants may continue to rise.


Negative factors: the number of orders received by monomer factories has decreased after the festival, and the supply in the market is not so tight. Some silicone oil, 107 rubber manufacturers and traders have a positive attitude towards high-level shipment, and there are small profit concessions in some parts. However, the terminal production reduction is very common. Especially now nearly 2 million people take a truck of goods, the actual output profit is not necessarily higher than before, or even lower, and the power to prepare goods is insufficient, Even if you think it will rise, you will follow how many orders and raw materials are prepared. This negative demand feedback also has a certain negative risk to the market mentality.


In the short term, in the long lost stable stage, the actual situation is surging, the upstream and downstream play games with each other, the mentality of each enterprise is different, and the operation will have different choices. As for who is right and who is wrong, there are so many uncertain factors that we need to wait and see. Based on these positive and negative factors and mutual constraints between supply and demand, it is expected that the silicone market will mainly operate stably in the near future, and the trend of metal silicon still needs to be paid attention to.