According to the monitoring data of business society, as of January 14, 2022, the average price of organosilicon DMC market quotation in mainstream areas was 30600 yuan / ton. Compared with the price on January 9, 2022 (organosilicon DMC reference price of 26840 yuan / ton), the average price increased by 3840 yuan / ton, or 14.01%. Compared with January 1, 2022 (the reference price of silicone DMC is 25800 yuan / ton), the average price is increased by 4800 yuan / ton, an increase of 18.60%.

It can be seen from the data monitoring chart of business society that this week, the domestic silicone DMC market showed an upward trend as a whole. At the beginning of the week (10th), Shandong large chemical factory increased the ex factory price of organosilicon DMC by 2400 yuan / ton. The ex factory price of organosilicon DMC of the factory was adjusted to 30000 yuan / ton. The market situation of organosilicon DMC returned to the 30000 era. Then, driven by the price increase of large factories, the overall rising atmosphere in the venue was strong, the operators also increased confidence in the future trend, and the reluctance to sell gradually rose, With the support of early orders, some factories received orders in limited quantities and the supply pressure was small. The organosilicon suppliers in the field also raised the ex factory price of organosilicon DMC by 500-1000 yuan / ton. On the 13th and 14th, Shandong big factory continued to raise the ex factory price of organosilicon DMC to 31600 yuan / ton. This week, the factory has increased by 4000 yuan / ton. As of the 14th, the ex factory price of silicone DMC was around 30000-31600 yuan / ton, and the average price was 30600 yuan / ton, an increase of 14% this week. At present, the phenomenon of plate sealing in the field is common. Near the Spring Festival, the downstream goods preparation has been opened one after another, and the demand side is optimistic.

In terms of index, the silicone DMC commodity index on January 13 was 153.51, up 2.48 points from yesterday, down 53.37% from the highest point of 329.21 in the cycle (2021-10-10), and up 118.05% from the lowest point of 70.40 on July 27, 2016. (Note: the period refers to the period from September 1, 2011 to now)

In terms of upstream metal silicon, at present, the metal silicon market is relatively light, and the silicon price fell slightly this week. On January 14, the transaction price of 441# metal silicon in East China was 20500-20700 yuan / ton, and the average spot price of silicon was 20990 yuan / ton, down 0.95% on a weekly basis and 7.06% over the same period last month. The price of 441# silicon in various regions on the 14th is as follows: the price range of #441 metal silicon in Huangpu port is 20600-20800 yuan / ton, with an average price of 20700 yuan / ton; The price range of #441 metallic silicon in Tianjin port is 20500-20700 yuan / ton, with an average price of 20600 yuan / ton; The price range of #441 metallic silicon in Kunming is 20300-20500 yuan / ton, with an average of 20400 yuan / ton; The price range of #441 metallic silicon in Sichuan is 20300-20400 yuan / ton, with an average of 20350 yuan / ton; The price range of Shanghai #441 metal silicon is 21800-22000 yuan / ton, with an average price of 21900 yuan / ton.

Future trend forecast of silicone DMC Market

Future forecast: at present, the on-site supply of silicone DMC is tight and continues to support the market. Many large factories have closed their plates and received orders in limited quantities. The silicone DMC data division of business society believes that in the short term, the silicone DMC market is mostly strong and mainly operated. Specifically, more attention should be paid to the trend changes of supply and demand.

Market analysis

According to the data monitoring of business agency, 99.9% of the factory price including tax in mainstream areas was 48000 yuan / ton on the 13th, down 5.57% from the beginning of the week.

In the early stage, affected by environmental protection policies, the price rise led to more cautious orders from downstream users. In the past three days, the operation of magnesium city was chaotic and there were signs of correction. The overall spot on the supply side remained low. Considering that the factory inventory and capital pressure were small, many traders had a strong willingness to stabilize prices.

However, this morning, shenmulan charcoal group issued a notice on the price increase of orchid charcoal. Due to the recent rise in coal prices, environmental protection inspectors and the closure and rectification of some enterprises, the total operating rate of orchid charcoal is less than 60%. From 0:00 on January 16, the factory tax included Guide price of orchid charcoal is reported as 1850 yuan / ton. The market is worried about the production of blue carbon in Shaanxi and has certain expectations for the rising cost of magnesium ingots. It is not ruled out that the price of magnesium ingots will rise in the future.

Future forecast

On the whole, the price of magnesium ingots is high in the short term. We will wait and see the follow-up of future transactions and policy news.

According to the data monitoring of the business agency, the average price of EVA in the domestic market was 16833.33 yuan / ton on January 11 and 16833.33 yuan / ton on January 12. During this period, the price remained stable, down 6.84% compared with January 1.

On the 12th, domestic EVA rose steadily. The petrochemical price is mainly firm and there is no obvious fluctuation. The tight supply of goods in the market has brought some support. The merchant’s mentality is good and the price has increased. However, the downstream has general ability to accept high prices and maintain supplement on demand. It is expected that the EVA market price will continue to be strong in the short term.

Trade name: acetic acid

Latest price (January 11): 6030 yuan / ton

Key points of analysis: today’s acetic acid market decreased slightly, and the price decreased by 0.17% compared with the previous working day. The domestic market is weak, and the ex factory price of acetic acid manufacturers in East China and Shandong decreased slightly. At present, domestic acetic acid enterprises are operating on the high side, the supply of goods in the market is sufficient, the downstream purchase is mainly just needed, the enterprises compete for shipment, and the field operators are bearish on the outlook.

Future forecast: the short-term acetic acid market is weak and wait-and-see, with specific attention to the market supply.

Trade name: urea

Latest price (January 10): 2628.00 yuan / ton

On January 10, the comprehensive price of domestic urea rose slightly, up 34.00 yuan / ton or 1.31% compared with the price on January 7, and 43.09% compared with the same period last year. Upstream coal and natural gas prices rose slightly, and cost support increased. From the perspective of demand: the promotion of agricultural demand is accelerated, and industrial demand is mainly wait-and-see. Agricultural fertilizer preparation began to increase in some areas, and the bidding for summer pipe fertilizer was implemented, which boosted market confidence in Pakistan’s export. The market price of melamine was adjusted at a low level, the inventory of enterprises was under pressure, and the focus of market negotiation was weakened. In terms of supply, Ruixing phase III unit was shut down for maintenance, mingshengda unit was shut down for a short time, and the daily output of urea decreased slightly. On the whole, urea cost support was strengthened, downstream demand improved, urea supply was insufficient, and urea increased slightly in the future.

In the future, the ex factory price of urea in Shandong is expected to rise slightly, and the average price quoted by manufacturers is about 2650 yuan / ton.