According to the monitoring data of the business association, as of June 23, the average price of the market quotation of organosilicon DMC in the mainstream areas of the data monitoring was around 17200 yuan / ton. Compared with that of June 19, the price dropped 300 yuan / ton, or 1.71% of the increase. Compared with that of June 1, the average price rose 1667 yuan / ton, or 10.73% of the increase. During the period, the maximum amplitude of organosilicon DMC was 12.66%.
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Since June, China’s Silicone Market has been on a good way, with a maximum increase of 12.66%
In the first week of June, the inventory pressure of most monomer plants is relatively small, the enterprises mainly focus on contract orders, and the quotation is firm. The mentality of buying up and not buying down in the downstream appears to need to improve, and the market focus of silicone DMC is steadily rising. On June 5, the average ex factory reference price of organosilicon DMC was 16166 yuan / ton, up 630 yuan / ton in the week, up 4.08%.
In the second week, the market of organosilicon DMC continued to rise, and many factories began to reduce the negative and pull up the market. Some monomer factories converted organosilicon DMC to self use, and the available supply continued to decrease, and the factory’s offer continued to rise. According to the data monitoring of business agency, on June 12, the average ex factory price of organosilicon DMC has increased to 17033 yuan / ton, 430 yuan / ton in a week, or 4.50%. Compared with June 1, it rose 1500 yuan / ton, up 9.66% in two weeks.
In the third week, the rise of organosilicon DMC slowed down, up 1.55% in the week. At the beginning of the week (15th), the market as a whole was stable and strong, and the spot supply was still tight. On 18th, some factories continued to increase the factory quotation of organosilicon DMC by 200-300 yuan / ton. By the end of 19 days, the factory price of organosilicon DMC was 17500 yuan / ton.
At present, more than 20 days after the continuous increase of organosilicon DMC, the market was mixed with ups and downs on the 22nd and 23rd, and the quotation of organosilicon DMC of some factories was lowered by 200-400 yuan / ton, until the low-end quotation of organosilicon fell to 16800 yuan / ton. The fluctuation of market situation led to the aggravation of downstream wait-and-see mood. It was heard that the actual transaction price of some factories had been loosened on Friday. However, at present, the inventory of organosilicon DMC is still low, and the pressure on supply is not great. Therefore, most of the manufacturers’ quotations are still firm. The quotations of a small number of manufacturers continue to increase by 200 yuan / ton, and the high-end quotations reach 18000 yuan / ton. At present, the main factory price reference of organosilicon DMC is around 17000-17800 yuan / ton. According to some organosilicon DMC data monitored by the business agency, on the 23rd, the factory price reference of organosilicon DMC is 17200 yuan / ton, which is 300 yuan / ton lower than that on the 19th of last weekend, down 1.71%; compared with that on the 1st of June, the average price is 1667 yuan / ton higher, up 10.73%, during which the maximum amplitude of organosilicon DMC is 12 .66%。
It is understood that the following are the factory prices of major enterprises in the near future and the commencement of the plant (for reference only)
Name of enterprise: total production capacity, price and operation of silicone
Elkem spark organic silicon 400000t / a 17800 yuan / T unit starts 80%
Zhejiang Xin’an Chemical Co., Ltd. 340000 tons / year, 16800 yuan / ton, normal operation
Zhejiang Hesheng 150000 T / a 17500 yuan / t normal operation
Shandong Jinling 150000 T / a 17500 yuan / T plant shutdown maintenance
Stable operation of 80000 T / a 17000 yuan / T unit in Luxi Chemical Industry Co., Ltd
Hubei Xingfa 320000 tons / year 17500 yuan / ton three sets of fully opened
Inner Mongolia Hengye cheng240000 yuan / ton 17700 yuan / ton restart
Upstream, in June, affected by the wet season, the supply of silicon metal increased, and the price of silicon metal 441 in this month was greatly affected by the supply and demand. After the increase in supply, downstream demand failed to move up synchronously, and the price of silicon metal fell this month.
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At the supply end, as the southwest region gradually enters the wet season, silicon enterprises open more furnaces. In the direction of Yunnan, the starting load of Baoshan and Lincang silicon plants increases; in the direction of Sichuan, the enthusiasm of silicon plants to open furnaces increases greatly; in the direction of Xinjiang, the production problems caused by the shortage of silica and the factors of power supply equipment are basically solved. With the increase of the operating rate of two large factories in Xinjiang and the smooth operation of medium-sized enterprises in Ili and other places, the capacity will be released or more fully in June.
The operating rate of silicon enterprises has increased, the inventory of enterprises has increased, and the supply of metal silicon has increased. However, the demand of downstream consumers has not increased at the same time, and the overall bargaining power of silicon enterprises has shifted down.
On the one hand, the export market is still weak in June, with a small amount of rigid procurement as the main demand; on the other hand, the downstream demand in the domestic market is relatively picking up, because of the doubt about the terminal demand and the expectation of raw materials is short, the raw materials procurement is more cautious, mainly on demand, and the raw materials inventory is low.
So far, as of June 22, the price range of metal silicon in Tianjin port area is 10700-10800 yuan / ton; that in Shanghai area is 11000-11200 yuan / ton; that in Fujian area is 10100-10300 yuan / ton; that in Sichuan area is 10300-10400 yuan / ton; that in Huangpu port area is 10600-10700 yuan / ton; that in Kunming area is 10100-10300 yuan / ton 41 the price range of silicon metal is 10200-10400 yuan / ton. According to the data of business agency, on June 22, the average domestic market price of silicon metal (441 × 3) was 10588 yuan / ton, down 462 yuan / ton, or 4.45%, compared with 11050 yuan / ton at the beginning of the month.
On the whole, at present, the market of organosilicon DMC is fluctuating and the wait-and-see is increasing. However, most of the manufacturers’ offers are still firm. In addition, the inventory is still low under the improvement of demand, and the supply pressure of the manufacturers is relatively small. Therefore, it is expected that the market of organosilicon DMC will remain high in the short term. During this period, it is not excluded that some factories with lower prices will raise the quotation of organosilicon DMC again, so as to drive the market The market is up again. Of course, due to the current increase in market demand, it is expected that the start-up of single plant units will increase in succession. With the increase in supply, if the demand fails to improve in time, the price of organosilicon DMC may be reduced. The future market trend is closely related to the supply and demand relationship.
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