October is coming to an end, but the silicone market has experienced ups and downs in recent days, which is more exciting than Hollywood blockbusters. After the quotations of major mainstream monomer factories were clear, the vehicle price was basically the same as that of Shandong monomer factory, which was unfavorable to the destocking of Shandong monomer factory. At the same time, large rubber compounding factories in East China also made a large profit and bid for shipment, which hit the mood of goods preparation in the middle and lower reaches. Yesterday, DMC of some manufacturers in Shandong again lowered 5000 and the external quotation was adjusted to 45000 yuan / ton, The 421# metal silicon price remained at 59500-66500 yuan / ton. Insiders said that the DMC price of 45000 yuan / ton was close to the cost price. After the quotation, the order receiving situation of other mainstream monomer factories was not ideal. It dropped obviously and secretly yesterday. The middle and downstream manufacturers suffered heavy losses. The newly replenished goods were devalued in less than a day, and the customers also took advantage of the situation to lower the price.
Fumed silica: this week, the mainstream quotation of fumed silica is still stable, with the mainstream quotation of 45000-48000 yuan / ton, and the actual transaction generally has the phenomenon of profit transfer; At present, the overall operating rate of fumed silica manufacturers is general, but there are many orders in the early stage, the orders are full, and the orders of some manufacturers are one month later. At the raw material end, both monochloromethane and silicon tetrachloride operated at a high level in October, forming a strong support for gaseous silica.


On the whole, the current decline in the market price of silicone suppresses the market sentiment. Under the pressure, the overall performance of the middle and lower reaches and terminal operators is weak. Although the price support mentality of the manufacturers of fumed silica is strong, the raw material price has shown signs of loosening, the tight supply situation has eased, the overall supply is still tight, and the possibility of deep decline is small. It is expected that the overall demand of the fumed silica market will be weak in the near future, The price may fall slightly, and we will still pay attention to the impact of market changes in the later stage.