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Silicone weekly review 04.09 - uneven recovery of demand low volatility of DMC price

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This week, the overall price of silicone at the bottom of the shock finishing. The price of DMC began to rebound after the bottom reading and warehouse building in the downstream. On Wednesday, the price of Luxi Chemical Industry was adjusted to 14600 yuan / ton and Xinan Chemical Industry to 15500 yuan / ton. The main negotiation range of the market is 15000-15500 yuan / ton. The downstream 107 rubber and raw rubber quotation also rebounded to some extent. The 107 rubber market quotation went down to 16200-17000 yuan / ton, and the raw rubber market quotation was 16800-17500 yuan / ton. As of Thursday, the price of domestic methyl silicone oil manufacturers is 18000-20500 yuan / ton, and the price of imported silicone oil is 19000-20500 yuan / ton. Collect and quote the price of the conventional hardness mixer, and the price of the manufacturer is 15500-16000 yuan / ton. Recently, the overall price of silicone market was in low shock, and this Wednesday's rally stopped the rise and fall. The main reasons are as follows: 1. Many enterprises have increased their production load this week, the market supply is high, and the enterprises have strong willingness to ship. 2. Although with the resumption of the real estate market and the promotion of new infrastructure construction, the demand for silicone sealant and 107 rubber has picked up, but the silicone rubber products and high-temperature rubber products are not delivered well due to the limited export. The overall demand for organosilicon is difficult to recover. 3. The downward price of raw materials has reduced the overall price support of organosilicon, and the prices of methanol and industrial silicon have also been reduced under the pressure of the economic environment. At present, the trend of domestic market mainly depends on the recovery of domestic terminal demand and the recovery of international market. In the case of domestic downstream stock up and warehouse building, this part of inventory will aggravate the upstream and downstream game psychology and cause subsequent price shocks. In terms of raw materials, the downstream of methanol market is mainly rigid demand procurement, and the market price has been reduced to a certain extent. The methanol price in the central and northern part of Shandong Province is about 1660-1730 yuan / ton. Recently, with the decline of economic situation and silicone market, industrial silicon has also been greatly reduced. The quotation of industrial silicon 421 in Tianjin port is 12200-12500 yuan / ton. This week, the start-up of individual enterprises has increased. Jiangxi Xinghuo has opened two sets, with an average of 80%; Shandong Dongyue has started two sets, with an average of 70%; Hubei Xingfa has resumed construction one after another, with two sets opened this week; Tangshan Sanyou has opened two sets this week; Inner Mongolia Hengye has started 60%; Zhejiang Zhongtian overhaul is planned to restart next week; Zhejiang Xin'an, Luxi Chemical, Zhejiang Hesheng and Shandong Jinling have started normal construction. Xie genchen, silicon branch 17710170719
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