This week, metal silicon and organosilicon fell to the altar one after another. Yesterday, the metal silicon market quotation weakened again, with a partial daily drop of 4500 yuan / ton. At present, the quotation of chemical grade metal silicon 421# Huangpu port is 46000-56000 yuan / ton. Both the raw material side and the demand side are weak. The external quotation of the monomer factory is temporarily stable, but the profit from the firm offer transaction is large. The DMC transaction price has generally fallen to 35000 yuan / ton. According to the understanding of people in the industry, the transaction price of 33000 yuan / ton has also increased. At present, the most intense competition is in the rubber compound market. At present, the whole vehicle price of some raw rubber has fallen to 36000 yuan / ton, but the bidding price of rubber compound has been as low as 27000-28000 yuan / ton, which is still upside down with raw rubber.


Due to the rapid decline, the downstream terminals mainly prepare a small amount of goods, the upstream inventory has not been alleviated, and the bidding scuffle will continue. Therefore, most downstream manufacturers are very cautious about bottom reading. According to our understanding from the middle and downstream enterprises, it is expected that the demand for replenishment will follow up when the DMC falls to about 30000.


This week, the market of fumed silica operated weakly and stably. The quotation of some manufacturers was reduced by 3000 yuan / ton, and the mainstream quotation of 200 comparison table was 42000-47000 yuan / ton. The raw material side silicon tetrachloride Market operated steadily, but the methyltrichlorosilane market showed a downward trend, which weakened the cost support for some gas-phase silica manufacturers and made a bad market offer.


From the supply side, the overall operating load of gas-phase silica manufacturers declined in October. In November, some manufacturers were still unable to improve the operating rate due to power restriction or routine shutdown and maintenance. At present, the inventory pressure of gas-phase silica manufacturers is not large. From the demand side, due to the strong bearish atmosphere in the silicone market and the sharp correction of various raw materials, some silicone rubber enterprises are facing significant losses. In the complicated market, they become extremely cautious in procurement, and also have a bearish attitude towards gas-phase silica. They just need to purchase in small quantities and have a high feeling of price depression. To sum up, in the short term, the downstream is still dominated by consumption and wait-and-see, and the market offer of gaseous silica is stable, medium and down.