According to the monitoring data of business agency, as of July 31, the average price of silicone DMC market quotation in the mainstream areas of data monitoring was 16600 yuan / ton, which was 933 yuan / ton or 5.32% lower than that on July 1. The maximum amplitude was 9.51% from July 1 to 31.
| Chitosan oligosaccharide |
In July, silicone DMC market showed a “V” trend
Since the beginning of July, the downstream demand of silicone DMC was not clear, the follow-up was slow, and the driving force of market rise was insufficient. Most monomer manufacturers focused on stabilizing the price. During the period, some manufacturers adjusted the DMC factory quotation to stimulate market fluctuations. With the arrival of rainy season, the demand for silicone oil and silica gel in downstream has been continuously reduced, and the market of silicone DMC in off-season appears. After several days of supply and demand deadlock, on July 13, the market of silicone DMC dropped slightly. Most monomer enterprises offered profits to ship and reduced the ex factory quotation of silicone DMC by 300-800 yuan / ton. The average reference price of DMC factory fell below 17000 yuan / ton. Subsequently, the market of silicone DMC fell all the way. Downstream demand continues to weaken, silicone oil silicone shipment is not smooth, transactions are cold, the market trend is mainly collated and operated in a horizontal direction, the industry’s resistance to high price silicone DMC is aggravated, and the mood of wait-and-see is strong. As of July 25, the average price of silicone DMC has fallen below 16000 yuan / ton, with reference to 15866 yuan / ton. Compared with the price on the first day of the month, the price of silicone DMC has dropped by nearly 1700 yuan / ton, or 9.51%, with the low-end price falling to 15200 yuan / ton.
At the end of July, the silicone DMC market turned around after a sharp decline. Since the 26th, most monomer manufacturers have successively raised the DMC ex factory quotation by 300-700 yuan / T, and some previous low-end quotations have increased by 1100 yuan / T. during the period, some monomer manufacturers have adjusted the DMC ex factory price twice. As of July 31, the average ex factory price of silicone DMC was 16600 yuan / ton, which was 730 yuan / ton higher than that on July 25, and 4.62% higher than that on July 1. Compared with the price on July 1, the price decreased by 933 yuan / ton or 5.32%.
According to the business agency, the following is the DMC price and the start-up situation of some domestic silicone enterprises (for reference only)
Remarks on the total capacity, price and operation of the plant
Zhejiang Xin’an Chemical Co., Ltd. runs 340000 T / a 17000 yuan / T unit smoothly, and purified water is delivered to
Inner Mongolia hengyecheng 240000 T / a 16500 yuan / T plant starts to operate, about eight floors of purified water are accepted and delivered
Zhejiang Zhongtian 120000 T / a 16800 yuan / T unit operates smoothly with tax included in purified water
150000t / a 16500 yuan / T plant in Jinling, Shandong
Luxi Chemical Co., Ltd., 80000 tons / year, 16200 yuan / ton, normal operation of the plant, and cash delivery of purified water
Inner Mongolia hengyecheng 240000 / T 17000 yuan / T unit normal operation, purified water tax included
Upstream, in July, the overall metal silicon market rose, up 4.13%. At the end of the month, the social inventory of silicon metal is relatively stable, the low-grade silicon stock is not much, and the spot is relatively tight. Some silicon factories are willing to stand up for price, and the low-cost goods are reduced. The silicon factories in Yunnan are mainly engaged in the production of orders in the early stage, and a small number of new orders are newly opened. The manufacturers have strong bullish expectations. Affected by public events, Xinjiang is weak in supply and demand, and slightly lower in the short term At present, domestic traders and downstream customers purchase well, and the spot market is relatively tight. Considering the cost factors, the manufacturers have strong willingness to support the price, and the silicon price is expected to be strong in the future.
| EDTA 2Na |
In the downstream sector, at the end of July, driven by the rise of silicone DMC market, the price of silicone oil and silica gel also rose. At present, the sales of 107 glue were improved compared with the previous period, and the inventory pressure was reduced. The profit of the stock preparation operators increased after this round of price increase. It remains to be seen whether the good trend can be maintained under the sustained high price of the market in the later stage, which is closely related to the upstream raw material price.
Organic silicon DMC rises and falls too fast, the downstream wait-and-see mood remains unchanged
In July, the market of organosilicon DMC rose and fell rapidly, and there were constant shocks. In the face of the current trend, the downstream enterprises were more cautious in hoarding goods, and the market transactions were general. In addition, the planned maintenance of monomer units in August was less, and the overall operation was high. Therefore, the power of silicone DMC market in the future market was slightly insufficient. It was not ruled out that the quotation of a few factories rebounded and fell again. But on the whole, silicone DMC market rebounded from the bottom at the end of July, which gave certain support to the market in August, and the overall market was slightly optimistic compared with the previous period.
| EDTA |