Silicone glue has surged this week! DMC spot price rises to over 14000 yuan/ton! Recently, major silicone adhesive manufacturers have frequently received large orders from channel suppliers to replenish their inventory. Several leading silicone adhesive companies have confirmed product price increases, with an increase of 5-10%. As the core link in increasing the sales of silicone adhesive, channel partners are highly sought after by enterprises and have become a key force in leading sales. They are expected to build a competitive moat for silicone adhesive enterprises and further promote the major reshuffle of the silicone adhesive industry. Monitoring data shows that the domestic organic silicon market continued its strong pattern this week, but there were seasonal differences in demand. Specifically, although it is approaching the traditional production and sales peak season in March, the actual purchasing momentum downstream has not been significantly released, and the market has a strong wait-and-see
atmosphere. It is worth noting that due to the fact that most midstream processing enterprises have completed their raw material reserves before mid month, their acceptance of high priced sources is limited, and they have entered the inventory digestion cycle. It is expected that this trend will continue until early March. The supply side is showing a structural tension, with DMC pre-sale orders from major individual factories scheduled for 10-15 days. The mainstream transaction price in Shandong region remains stable at 13500 yuan/ton (ex factory price, excluding freight), while the quotes from manufacturers in Jiangsu, Zhejiang, and Southwest regions remain in the range of 14000-14300 yuan/ton. This supply-demand mismatch is mainly caused by: 1) the early consumption of market demand elasticity due to the early stocking cycle; 2) The individual device maintains low load operation, and inventory is transferred to the channel link. Considering the supportive effect of current order inventory on prices, it is expected that the DMC market will maintain a high consolidation trend in the short term. In the future, it is necessary to focus on the substantial demand release rhythm in the terminal fields (especially building sealants, silicone products, daily chemicals, printing and dyeing).
New silicone oil market: This week, the domestic silicone oil market showed a general upward trend. It is reported that the new silicone oil price range is 15900-16300 yuan/ton, with a month on month increase of 300-500 yuan; Cracking material silicone oil (excluding tax): reported at 12700-13800 yuan/ton, up 100-200 yuan month on month. This week, the shipment progress of silicone oil spot market has accelerated. With the rise in prices, manufacturers with spot stocks have increased their enthusiasm for shipment. A small number of factories hold goods and wait for price increases. Traders purchase according to sales, and demand side enterprises have relatively sufficient inventory. Market transaction activity has rebounded, and some enterprises with low inventory have raised silicone oil prices.