According to the monitoring data of business agency, as of September 8, the average price of silicone DMC market quotation in the mainstream areas of data monitoring was 17200 yuan / ton. Compared with September 1, the average price was increased by 340 yuan / ton, or 1.98%. Compared with August 1, the average price was increased by 600 yuan / ton, or 3.61%.
PVA 1788 (PVA BP17) |
At the beginning of September, the shipment was smooth, and the trend of silicone DMC was positive
At the end of August, the market of silicone DMC has been rising. In September, the rise of raw material silicon metal gave strong support to silicone DMC. Silicone DMC continued to rise with strong power, good downstream demand, positive attitude of the industry, obvious mood of buying up and not buying down, increased stock and replenishment, smooth transmission of upstream and downstream supply and demand, and the market price continued to rise. As of August 8, the highest price increase of the factory has been nearly 900 yuan / ton compared with the end of August. The low-end quotation has risen to 16900 yuan / ton, with a large increase. The high-end quotation is 17500 yuan / ton, with a small increase. At present, the distance between high-end and low-end quotations in the silicone DMC market has been greatly narrowed, and the mainstream quotation reference is around 16900-17500 yuan / ton. At present, I heard that in September, in addition to the basic maintenance plan of several factories, most factories kept normal operation, and the operating rate was still around the ninth floor, and the overall supply was relatively high.
According to the business agency, the following is the DMC price and the start-up situation of some domestic silicone enterprises (for reference only)
Company name: total capacity of silicone plant operation status price remarks
Hesheng silicon 3.58 million tons / year, no offer for the time being, the plant runs smoothly, and the purified water is delivered to
Hubei Xingfa 320000 T / a 17300 yuan / T plant in normal operation
Zhejiang Zhongtian 120000 tons / year, no offer for the moment, stable operation of the plant, water purification tax included
Shandong Jinling 150000 tons / year 17500 yuan / ton, there is a maintenance plan in September, and the purified water will be delivered in cash
Luxi Chemical Co., Ltd., 80000 tons / year, 16900 yuan / ton, normal operation of the plant, and cash delivery of purified water
Inner Mongolia Hengye Cheng 240000 / T 17500 yuan / T unit load 80% purified water tax included
Zhejiang Xin’an Chemical Co., Ltd., 340000 / T, 17200 yuan / T, normal operation, purified water tax included
PVA |
On the upstream side, from the beginning of September, the overall stable operation of the metal silicon market was given priority to, until the 7th, the price of metal silicon (441) rose slightly. According to the data of the business agency, the average market price of domestic silicon metal (441) on September 7 was 11233.33 yuan / ton, up 0.22% compared with the average price of 11208.33 yuan / ton at the beginning of the month (9.1). The price range of silicon metal in Fujian is 10700-10800 yuan / ton, that of Sichuan is 11000-11100 yuan / ton, that of Kunming is 10900-11000 yuan / ton, that of Shanghai is 11800-12000 yuan / ton, that of Tianjin port is 11400-11500 yuan / ton, and that of Huangpu port is 11200-11400 yuan / ton 。 At present, Sichuan silicon plant is gradually resuming production, and the supply and demand are relatively stable.
Overall market preference for DMC after the trend or continue to rise
In terms of the current market situation, the overall trend of silicone DMC market is preferred. Although the market demand in recent two days has no advantage at the beginning of the month, the overall market demand is still above the rigid demand. In addition, many manufacturers are not making offers and limiting sales and other factors continue to push up the market price. The monomer factory has a compact list. It is expected that the silicone DMC market will continue to rise in the short term.
POLYVINYL ALCOHOL |