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Business agency: when is the way to find the bottom of organosilicon DMC due to insufficient demand release?

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I. price trend
  According to the monitoring data of the business association, as of April 21, the average market price of organosilicon DMC in several main stream areas monitored by the data was around 14600 yuan / ton. Compared with the average market price of 15400 yuan / ton after the Qingming Festival of this month (April 7), it decreased by about 800 yuan / ton, nearly 5.20%; compared with the average market price of 15200 yuan / ton at the beginning of the month (April 1), it decreased by 600 yuan / ton About RMB / ton, down 3.8%.
II. Market analysis
Products: in April, the market of organosilicon DMC didn't start to improve obviously. In the early days of the month, the market was still in a weak position. The manufacturer's heart of price increase was full of expression. From the low price in the early stage to the inventory, the goods were still available, the orders increased, and the inventory decreased. After the Qingming Festival, some manufacturers increased the ex factory quotation of organosilicon DMC. On April 7, the data monitoring showed that the market reference average price was 15400 yuan at that time/ T is the highest reference price of this month, among which, Shandong Luxi Chemical DMC adjusted the external offer price to 15200 yuan / ton, 800 yuan higher than the lowest price in March (reference price: 14400 yuan / ton).
However, the demand of the terminal market is still insufficient, and the downstream wait-and-see mentality is relatively heavy. In order to ship, single enterprises can only play games in both inventory and price, maintaining the momentum of price increase for several days and falling again. Some single factories began to reduce the load and production, and many other factories lowered the factory price of organic silicon DMC again. On the 13th, the market reference average price was 14933 yuan / ton, which was 470 yuan / ton lower than that on the 7th Right.
At present, the market falls again and again. As of April 21, the main reference quotation of data monitoring organosilicon DMC market is around 14500-15500 yuan / ton, and some low-end quotations are around 14200 yuan / ton. It is heard that several monomer manufacturers have plans to start parking or production reduction in late April, and the overall market is expected to reduce production by about 20%.
Industry chain: upstream silicon metal market: at present, export transactions are light, foreign trade is weak, and spot trade of port traders is relatively light; domestic trade and investment are relatively good, but based on the weak market of downstream products, the market has a low willingness to store goods, and the willingness to reduce prices is rising. On the 21st, the price of silicon in Shanghai metal market remained stable, with the current price range of 11300-11500 yuan / ton and the average price of 11400 yuan / ton; the market price of silicon in Tianjin and Hong Kong remained stable, with the current price range of 10800-10900 yuan / ton and the average market price of 10850 yuan / ton; the market price of silicon in Fujian Province remained stable, with the current price range of 10400-10600 yuan / ton and the average market price of 10500 yuan / ton. It is predicted that the short-term operation of silicon metal will be weak.
III. future forecast
Business analysts believe that it is expected that the price of organosilicon DMC market will rise slightly in the end of April under the active regulation and control, and the overall market will mainly recover in a stable and small way.
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