1、 Price trend
According to the monitoring data of the business association, as of Saturday (December 21), the average market price of organosilicon DMC in several mainstream areas monitored by the data is 18834 yuan / ton, which is about 500 yuan / ton higher than that of last Saturday (December 14), with an increase of 2.73%.
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2、 Market analysis
Product: the market of organosilicon rose again this week. Many enterprises entered the sealed disk mode, and the supply is still tight. The first-hand supply is basically wiped out, which can be described as entering the “tight price rise mode”. The double festival is coming, and the “pre Festival” production is limited, and the downstream stock is increasing, mainly for the Spring Festival. At present, the organic silicon industry chain is basically good. The whole market is under the law of buying up and not buying down, and the transaction is active. In addition, the emergence of the good news that “the text of the first phase economic and trade agreement between China and the United States reached an agreement” in this year has increased the export list of the organic silicon downstream industry chain. I heard that the heads of several brand enterprises in the organic silicon industry chain in Guangdong, Hong Kong, Macao and Dawan district have recently received The export order of the downstream industrial chain of organosilicon has been scheduled to April 2020, which will give strong support to the whole organosilicon market. At present, the reference quotation of organosilicon DMC market is around 18700-19300 yuan / ton, and many manufacturers are reluctant to sell and seal the disk, and the price goes with the market. At present, the overall atmosphere of the market is optimistic.
Operation of the plant: Zhejiang Hesheng plant has an annual output of 180000 tons, and the plant is under maintenance; Shandong Luxi Chemical silicone plant has an annual output of 80000 tons, and the plant is under maintenance; Shandong Jinling Chemical plant has an annual output of 120000 tons, and the plant is under maintenance; Zhejiang new installation has an annual output of 350000 tons, and the plant is normal; ekan silicone Jiangxi base has an annual output of 450000 tons, and the unit is under normal load; Hubei Xingfa The organosilicon unit has a capacity of 200000 tons / year, and the unit is normal; the annual capacity of Sanyou chemical plant in Tangshan has a capacity of 200000 tons, and the unit is subject to limited production maintenance.
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Industrial chain: this time, the price of silicone industry has increased substantially from the top to the bottom, which has driven the collective rise of the downstream industrial chain. This week, the retail price of the first-line brand “silicone rubber” has increased by about 10% led by the downstream product 107 rubber, and the inventory consumption is low. Several brands of silicone, silicone oil and gas silicon production enterprises have indicated that the inventory clearing speed has been accelerated, and some models have started single production. At present, the factory quotation of 107 glue from many manufacturers has exceeded 19000 yuan / ton. According to the current situation, 107 glue is expected to exceed 20000 yuan / ton before the festival.
3、 Future forecast
Business analysts think: at present, the overall support surface of the silicone industry chain is good, and it is expected that the silicone DMC will continue to maintain a strong operation before the end of the pre Festival stock up.
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