Market supply is loose, downstream demand is weakening, and organic silicon prices continue to fall!
Recently, as downstream terminal demand weakens, the price of organic silicon products has shrunk as a whole.
At present, the start-up of individual enterprises is gradually increasing:
Shandong Dongyue is operating normally, Luxi is about 80% operational, and Jinling is undergoing maintenance for about a week; Zhejiang Xin’an Chemical Maitu unit is in trial operation; Zhejiang Hesheng is operating normally, Hubei Xingfa is starting and stopping, and Zhejiang Zhongtian is shutting down for maintenance; Jiangxi Blue Star is operating normally, Tangshan Sanyou’s construction is unstable, and Inner Mongolia Hengyecheng’s construction is about 70%.
The overall supply of goods in the market is loose, and downstream purchases are mostly based on rigid demand. Organic silicon prices may continue to fall.
Please refer to the picture below for specific prices
Enterprise
|
Reference quotation (yuan/ton, purified water Cash transfer to)
|
Device
|
Order status
|
DMC
|
Shandong Dongyue
|
28500 |
Normal operation |
Firm offer negotiation |
Jiangxi Spark
|
29500-30000 |
About 80% of construction is started |
Tight supply |
Xin’an, Zhejiang
|
29500 |
New device trial production |
For personal use |
Zhejiang Zhongtian
|
—— |
Overhaul |
Less inventory |
Inner Mongolia Hengyecheng
|
29000 |
About 70% construction started |
Firm offer negotiation |
Shandong Luxi
|
28000 |
About 80% construction started |
Tight supply |
Shandong Jinling
|
—— |
Overhaul |
Temporarily closed and not reported |
Zhejiang Hesheng
|
29500 |
Normal operation |
Firm offer negotiation |
Tangshan Sanyou
|
—— |
At full capacity |
One by one |
D4
|
Shandong Dongyue
|
30000 |
Normal operation |
Firm offer negotiation |
Xin’an, Zhejiang
|
30500 |
New device trial production |
Firm offer negotiation |
Zhejiang Zhongtian
|
31000-32000 |
Overhaul |
Tight supply |
Blue Star Fire
|
31500 |
About 80% construction started |
Firm offer negotiation |
Inner Mongolia Hengyecheng
|
30500 |
About 80% construction started |
Real offer negotiable |
107 glue
|
Blue Star Fire
|
29500 |
Run smoothly |
Firm offer negotiation |
Tangshan Sanyou
|
—— |
Smooth operation |
For personal use |
Inner Mongolia Hengyecheng
|
30000 |
Normal operation |
Firm offer negotiation |
Blue Star Fire
|
30000 |
Smooth start |
Firm offer negotiation
Mainly maintain old customers |
Zhejiang Hesheng
|
29500 |
Normal operation |
Receive orders normally |
Shandong Dongyue
|
29000 |
Normal operation |
Supply contract customer pre-order |
Methyl silicone oil
|
Enterprise
|
Model |
Reference quotation (yuan/ton, clean water will be delivered in cash) |
Order status |
WACKER
|
Dimethicone |
35000 |
Receive orders normally |
Dow Corning
|
Regular methyl silicone oil |
36000 |
Receive orders normally |
Momentive
|
Regular methyl silicone oil |
35000 |
Slightly tight supply |
Yichang Kelin
|
Regular methyl silicone oil |
33000 |
Start low |
Xin’an Chemical
|
Regular methyl silicone oil |
33000 |
stock low |
Shandong Dongyue
|
Regular methyl silicone oil |
32000 |
More orders |
As can be seen from the figure, the prices of silicone products are generally declining: domestic DMC and raw rubber prices have dropped by 500 yuan/ton; 107 rubber has dropped by 500-1,000 yuan/ton; compound rubber, methyl silicone oil, and metallic silicon All prices fell slightly, but the prices of imported methyl silicone products from Dow Corning, Momentive, Wacker and others are still at high levels.
The domestic downstream demand for organic silicon is currently sluggish, and the start-up of individual enterprises will continue to increase at the end of the month. The market supply is loose, and the overall negative factors are increasing. Therefore, in the short term, the market price of organic silicon will continue to decline.
ow: hidden;” width=”109″>
Dow Corning
Regular methyl silicone oil |
36000 |
Receive orders normally |
Momentive
|
Regular methyl silicone oil |
35000 |
Slightly tight supply |
Yichang Kelin
|
Regular methyl silicone oil |
33000 |
Start low |
Xin’an Chemical
|
Regular methyl silicone oil |
33000 |
stock low |
Shandong Dongyue
|
Regular methyl silicone oil |
32000 |
More orders |
As can be seen from the figure, the prices of silicone products are generally declining: domestic DMC and raw rubber prices have dropped by 500 yuan/ton; 107 rubber has dropped by 500-1,000 yuan/ton; compound rubber, methyl silicone oil, and metallic silicon All prices fell slightly, but the prices of imported methyl silicone products from Dow Corning, Momentive, Wacker and others are still at high levels.
The domestic downstream demand for organic silicon is currently sluggish, and the start-up of individual enterprises will continue to increase at the end of the month. The market supply is loose, and the overall negative factors are increasing. Therefore, in the short term, the market price of organic silicon will continue to decline.