Last week, the transaction price of silicone products decreased significantly. At present, the lowest quotation of DMC is 40000 yuan / ton, and most of the transaction prices have reached 30000 yuan / ton, which is more than 50% higher than the previous highest price; 107 glue is quoted at 40500, and the lowest transaction price has been around 30000 yuan / ton; The price is also more than 50% higher than the previous highest price; The recent transaction price of raw rubber is around 35000 yuan / ton, and the silicone oil is in good condition, especially the silicone oil of foreign enterprises, which is still maintained at a high price.


In terms of upstream raw materials, 421# metal silicon's recent price is around 50000 yuan / ton, and the highest price in the early stage of glue is nearly 30%; The callback range of methyl chloride is higher than 50%; Methanol callback nearly 30%; It can be seen that the raw materials of the whole industrial chain have a large correction compared with the previous period


Organosilicon: affected by the callback of metal silicon price, the quotation of mainstream DMC market has been greatly reduced; Lower downstream operating rate and lower demand for DMC; In the case of lack of trading volume, DMC inventory pressure gradually increases, and monomer manufacturers are willing to ship. Affected by the price reduction of DMC, the quotations of raw rubber, 107 rubber and silicone oil were significantly reduced. Silicone oil is affected by the high price of imported brands, and the price is relatively high; 107. The raw rubber market weakened, the demand decreased and the inventory pressure increased; It is expected that the silicone market will continue to operate weakly and stably in the short term.


Fumed silica: last week, China's fumed silica market operated weakly and stably, and some transaction prices fell. In terms of raw materials, the price of silicon chloride remained stable on Thursday; The price of methyltrichlorosilane continued to decline. Recently, some domestic gas silicon enterprises have been overhauled, and the supply has shrunk slightly; The price of raw materials continued to decline and the cost of gas silicon weakened; Downstream enterprises are bearish and take goods carefully. It is expected that the fumed silica market will continue to operate weakly and stably in the short term.


Metal silicon: the domestic metal silicon market has a light transaction, the overall price continues to decline, the price of metallurgical grade products has a large decline, and the price of chemical grade products has a small decline. The main reasons are the collective wait-and-see of downstream aluminum alloy and silicone enterprises and the dumping of traders and small silicon factories. In the polysilicon field, due to limited electricity and other factors, the output only maintained the previous level and did not increase significantly. In the later stage, due to power rationing and production reduction in Xinjiang, Yunnan and Sichuan, it is expected that the price of metal silicon will continue to decline with limited space.


Polycrystalline silicon: the price of polycrystalline silicon remained stable as a whole, and some orders rose slightly. The nationwide "dual control of energy consumption" has led to a slight limitation in the output of silicon material and silicon wafer, and the simultaneous reduction of supply and demand. However, due to the backlog of some downstream components, the reduction at the demand end is slightly greater than that at the supply end. Therefore, the current situation of supply and demand in the silicon material market has changed from supply not meeting demand to tight balance, and the market price is mainly stable and wait-and-see.


Recently, the silicone industry staged a conspiracy palace fight blockbuster, in which the whole industrial chain participated. The downstream enterprises said that they were manipulated and hanged by the upstream, and there was no room to fight back. The upstream also felt very innocent. In the early stage, there was a serious lack of metal silicon, and they bought a lot of raw materials at a high price. There was no profit in selling products at the current price. Intermediate traders also complain that they bought goods at a high price. Seeing that the price is falling day by day, they still can't sell goods without losing money


Although this price surge is related to the policy, the panic caused by the policy made everyone rush to buy metal silicon, resulting in a sharp rise in the price of metal silicon and increasing the production cost of silicone. Due to the short-term policy adjustment, the metal silicon was not out of stock for the time being, and the price callback finally led to the sharp rise and fall of silicone. But looking back, why is there a serious shortage when the price rises, but the warehouse bursts everywhere when the price falls, and the supply of goods is sufficient everywhere? Such a sharp rise and fall can be seen that each link of the whole silicone industry chain wants to make huge profits in the short term, and does not want to make profits in the short term in order to promote the long-term development of the industry chain. If the price of metal silicon rises sharply in the upstream, it will not increase so much, which will give the downstream a certain time transmission cost, and will not cause more shutdown in the downstream. The same is true of the speculation of intermediate traders in hoarding. Some traders made more money in this sharp rise and fall, but some also lost a lot of money. Hoarding should be cautious. Now the price has been greatly corrected, and the initiative seems to be in the hands of downstream enterprises, but if the price is greatly reduced, if it really leads to the loss production of monomer plants, it will lead to production reduction. The last round of loss and bankruptcy cycle of silicone monomer plants has not been long. Such a vicious cycle is endless, and it is difficult for the industrial chain to develop stably. To say who was hanged, every link of the industrial chain was hanged by its greed to pursue short-term interests.