Price Trend
According to the monitoring data of business associations, at the beginning of this week, the market quotation of organosilicon DMC increased steadily, slightly and sporadically. As of August 29, the average quotation of several mainstream regions was around 21200 yuan/ton, up by about 200 yuan/ton compared with August 23, up by 0.95%.
| POLYVINYL ALCOHOL |
II. Market Analysis
Product: This week, the price of silicone DMC continues to rise narrowly. Individual enterprises take turns to have maintenance plans. The overall plant start-up rate is not high, the overall inventory is still low, the market supply is slightly tight, the overall market price remains high, downstream enterprises are more cautious to wait and see, just need to purchase. The lowest ex-factory quotation of silicone DMC distributors in Shandong area is around 20800 yuan/ton. The supply is tight. At present, only existing orders are processed. At present, the overall quotation of the mainstream areas of the silicone DMC market is around 20800-21500 yuan/ton.
Plant start-up: Tangshan Sanyou silicone monomer annual capacity of 200,000 tons, phase II parking overhaul. Zhejiang Zhongtian silicone monomer production capacity of 120,000 tons, the device is currently in normal operation. Aiken Silicone (Jiangxi Base) has an annual capacity of 400,000 tons, with about 50% start-up of the unit; Xin’an Silicone Unit in Zhejiang Province has an annual capacity of 350,000 tons, and the unit is currently in normal operation. Inner Mongolia Hengye Chengdu silicone monomer annual capacity of 240,000 tons, equipment overhaul completed, normal operation. Shandong Luxi chemical silicone monomer annual production capacity of 80,000 tons, plant shutdown overhaul. Shandong Jinling plant has an annual capacity of 120,000 tons. At present, the plant is parked and repaired. Dongyue Organic Silicone Unit in Shandong Province has an annual capacity of 250,000 tons, and the plant is now on and off. Zhejiang Hesheng Luzhou plant parking overhaul, Xinjiang region added 200,000 tons of monomer device in the current test run, Zhejiang plant normal operation.
| PVA |
Industry chain: Silicone DMC downstream products, raw rubber and 107 prices continue to be high, 107 rubber quotation is still strong, the price increased sporadically, monomer factory 107 rubber plant start-up rate is general, low inventory. The price of raw rubber has increased slightly. The price of common raw rubber in mainstream areas is close to 23500 yuan/ton. Inventory is low. Some manufacturers take orders in limited quantities and have a slight willingness to bid.
3. Future Market Forecast
Business analysts believe that “Golden September” is coming. Due to the general environment and various factors, the silicone market may not be as prosperous as in previous years. In the short term, the rise and fall of silicone DMC is difficult to predict, or the probability of continued bullish is greater.
| PVA 0599 (PVA BF05) |