Global silicone network on October 27: in September, the price of silicone rose sharply by leaps and bounds, and all kinds of raw materials soared by 100%. The industry encountered malicious capital speculation, resulting in strong reactions in the middle and lower reaches of the industrial chain. The latest set of performance data shows that due to the improvement of pricing and the growth of sales, the profits of 10 single enterprises exceeded 9 billion from January to September. According to several media news, This year, the average export price of organosilicon is far lower than the average domestic price. The export price of DMC is at a record low. The average export price is only 20000 + RMB, while the domestic speculation is 60000 +, a large number of middle and lower reaches lie flat and the industry is shocked.


The monitoring data show that the major upstream mainstream manufacturers joined in the profit transfer yesterday, and the profit margin was about 3-5%. Metal silicon continues to make a sharp correction, and some models are reduced by more than 3000 +. The price of silicone special silicon block also fell again. The mainstream quotation was 60000-65000 yuan / kg, and the transaction was insufficient.


The general manager of a downstream listed enterprise said: since the beginning of this year, the price of raw materials has risen sharply, affecting the gross profit margin of all businesses in this quarter. We have taken a series of price increase measures and will consider further price increases to mitigate the impact of sustained high inflation. We believe that we should be able to strongly reverse this situation in the first quarter of 2022.