According to the monitoring data of the business agency, as of July 17, the average price of silicone DMC market quotation in the mainstream areas of data monitoring was around 16366 yuan / ton. Compared with that on July 12, the average price of silicone DMC decreased by 1100 yuan / ton, or 6.30%. Compared with July 1, the average price was 1167 yuan / ton, a decrease of 6.65%.
At the beginning of July, silicone DMC did not rise well enough and mainly supported the price
Since July, the downstream demand of silicone DMC has been weakened, and the market is not driven by enough momentum. Most monomer manufacturers mainly focus on stabilizing the price. During this period, a few factories adjusted the ex factory price in order to stimulate the market of silicone DMC.
Demand hindered silicone DMC plunges 6.30% week
| POLYVINYL ALCOHOL |
Silicone DMC market fell sharply this week. Due to the increasing rain in southern China, the demand for silica gel and other products in the terminal construction field has been decreasing. With the strong wait-and-see mood in the downstream, the purchasing atmosphere is cold and the demand is seriously insufficient, the silicone DMC city made a factory offer on Wednesday. On Monday (July 13), most monomer factories lowered the ex factory quotation of silicone DMC by 300-800 yuan / ton. The reference price of DMC was 16866 yuan / ton, which was 600 yuan / ton lower than the average market price of the previous weekend (12 days), down 3.44%, and the low-end quotation fell to 16500 yuan / ton. However, the fall in price did not effectively drive the downstream stock mood. I heard that the number of new orders was still small, and the price generally fell by 500 yuan / ton. The market was still waiting and waiting. On Wednesday (July 15), some manufacturers lowered the DMC quotation again by 300-500 yuan / ton, to the mainstream quotation of silicone DMC was around 16500-17200 yuan / ton, and the low quotation fell to 16200 yuan / ton. Then, the market is mostly bearish, and only those whose inventory has been exhausted in the downstream will replenish on demand, while those who hoard and stock up are few. On Friday (July 15), the market price of DMC was lowered by 200-400 yuan / ton. According to the monitoring of the business agency, the reference average price of silicone DMC has dropped to 16366 yuan / ton, the mainstream quotation is 16200-17000 yuan / ton, and the low quotation has dropped again by 200 yuan / ton, which has dropped to 16000 yuan / ton. At present, there are not many plant maintenance and the overall operating load is high.
According to the business agency: the following is the current major enterprises silicone DMC prices and plant start-up (for reference only)
Enterprise name: silicone total capacity price (tax included) plant operation
Zhejiang Xin’an Chemical Co., Ltd., 340000 tons / year, 16500 yuan / ton, full load operation, purified water delivery
Tangshan Sanyou Chemical Co., Ltd., 200000 tons / year – shutdown and maintenance of the plant, no offer
Inner Mongolia hengyecheng 240000 T / a 16500 unit starts to operate and the purified water is delivered to
Zhejiang Zhongtian 120000 T / a – plant maintenance offer temporarily
The 150000 T / a 17000 yuan / T plant in Jinling, Shandong province runs smoothly, and the purified water is delivered in cash
Luxi Chemical Plant 80000 tons / year 16000 yuan / ton unit normal operation
Inner Mongolia hengyecheng 240000 / T 17200 yuan / T unit normal operation
In the upstream, since the beginning of July, the metal silicon market has been stable as a whole. At present, the social stock of silicon metal is relatively stable, and the spot stock of low-grade silicon is relatively tight. Some silicon factories are determined to stand up for price, and the supply of low-cost goods is reduced. Since July, the market quotation has stabilized and rebounded, with a slight increase. According to the data of business agency, on July 16, the average market price of domestic silicon metal (441) was 10633.33 yuan / ton, an increase of 1.35% compared with the average price of 10491.67 yuan / ton at the beginning of the month (7.1). The price range of 441 silicon metal in Fujian is 10200-10400 yuan / ton; that of Sichuan is 10400-10500 yuan / ton; that of Tianjin port is 10700-10800 yuan / ton; that of Huangpu port is 10600-10700 yuan / ton. At present, the supply and demand is stable. Considering the cost factors, the manufacturers have strong willingness to bid, but based on the actual transaction is weak, it is expected that the upstream and downstream game of silicon metal will intensify in the near future, and the approximate rate will mainly maintain stable operation in the near future.
| PVA |
On the downstream side, affected by the decline of silicone DMC, the raw rubber and mixed rubber market also went down with the weak trend. At present, the quotation reference of raw rubber mainstream areas is 17900-18400 yuan / ton; the actual transaction price is loose, with reference to 17400-17800 yuan / ton. The atmosphere of inquiry in the field is general, and most transactions are small orders, and they are mainly used as soon as they are purchased. In terms of silicone oil, the market price was also weak, with shocks and falls. Affected by the plum rain season, the purchasing speed of downstream silicone rubber products enterprises slowed down, and the wait-and-see sentiment increased. At present, the overall market situation is mainly weak.
Inventory accumulated silicone DMC still has downward risk
At present, the shipment of silicone DMC is generally in general. Under the high starting level, the factory inventory has gradually accumulated. Therefore, in order to increase the shipment in the future market, the market price of silicone DMC still has the risk of falling again. In the future market, more attention should be paid to the downstream replenishment and replenishment.
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