According to the monitoring data of business society, as of August 24, the average price of organosilicon DMC market quotation in mainstream areas was 34330 yuan / ton. Compared with August 17 (organosilicon DMC reference average price of 31733 yuan / ton), the average price increased by 2597 yuan / ton, an increase of 8.19%, and 3664 yuan / ton, an increase of 11.96%, compared with August 1 (organosilicon DMC reference average price of 30666 yuan / ton).
Since the beginning of this week, the domestic silicone DMC market has continued to operate at a high level. At present, the spot of silicone DMC in monomer factories is tight, and the shortage of raw materials in middle and downstream enterprises is serious, especially in Guangdong. At present, it is difficult to find a single order in the downstream, and the closure of large factories is common. The “competitive sales” mode was opened in the spot production of individual factories. When it was close to the weekend last week, The refined auction price of a large factory is as high as 36000 yuan / ton. As soon as the price comes out, it boosts the confidence of spot traders, the intention to support the price is more obvious, and the reluctance to sell on the floor is also higher. At present, as of August 24, the average ex factory price of domestic silicone DMC is 34330 yuan / ton, which also breaks the market high of last year and sets a record high since 2019.
On the upstream side, recently, silicon prices hit new highs and kept breaking the historical price. Shanghai 441# metal silicon exceeded 20000 yuan / ton. As of August 23, the national metal silicon quotation was 20450 yuan / ton, an increase of 34.84% compared with August 1 (15166.67 yuan / ton). From the perspective of supply and demand, the rain in the south is less than expected, and the problem of power restriction has not been alleviated. The average monthly output of Yunnan is 10000 tons lower than that in previous years. Due to the tight supply of raw silica, the operating rate in Xinjiang has also decreased. In addition, the process of safety rectification and resumption of production in large factories in Xinjiang is slow, and the output has also decreased. Due to environmental protection inspection, the operating rate in some areas is not high; The downstream is in short supply. Most enterprises maintain just needed procurement. Some customers are forced by production pressure to accept orders at high prices, mostly on the sidelines. Affected by the epidemic abroad, factories reduce production and stop production, and silicon exports increase.
Future trend forecast of silicone DMC Market
At present, the domestic silicone DMC spot is tight, which supports the strong market quotation. In the short term, the overall market will operate at a high level. However, in the long term, the downstream is under high prices, and the cost pressure increases greatly. Watch carefully. The high prices may also affect the operation status of downstream enterprises, so the demand may also be affected. Therefore, the silicone DMC analyst of business society believes that in the short term, Domestic silicone DMC mainly operates in high stability. In the long term, the market will gradually return to calm.
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