Silicone Mall Express - July 25: Low shock! At present, most of the single plant quotation has fallen, yesterday Shandong individual single plant did not quote, the bid to maintain 13,000 yuan/ton, but with the market after the full loosening, the enthusiasm of the factories to fight for orders has also increased, according to our understanding, there have been individual DMC to the core customers to 12,900 yuan/ton (water purification remittance from the pickup).

In addition, silicon metal reappeared yesterday big moves, according to the silicon industry branch issued a document, yesterday the big factory took the initiative to cut prices by 600 yuan/ton, of which 421# silicon metal fell to 12,300 yuan/ton; This price has hit the production cost of most silicon metal enterprises, and some manufacturers are planning to reduce production.

To sum up, the market that has been insisting for more than two months will not be able to bear it after all, and it will fall for a long time! The new production capacity of some single plants is about to be put into operation, and it is inevitable to make profits in advance and explore the way. The negative on the cost side will further promote the bottoming trend of organic silicon, and the 13,000 that DMC has been holding for two months is about to fall! It is worth noting that the need to stock up enterprises do not blindly bearish, there must be a rebound in the overfall, July last year was the lowest price, 8, 9 months continued to rise, it is expected that the recent price decline and stocking synchronous start, August or a turn!

-Side hydrogenated silicone

-Single-ended vinyl silicone

-High single-ended vinyl silicone

-End-capped 107 glue

-Low ring 107 glue, Methyl silicone, Vinyl silicone

107 glue, silicone oil market: this week into the end of the month sprint stage, DMC prices fell unexpectedly, some 107 rubber companies also have to follow the downward behavior, the current 107 glue price of 13500 ~ 13800 yuan / ton, local decline of 100 ~ 200; In terms of silicone oil, due to the strong support of the main manufacturers and the continued high price of raw material silicon ether, it is difficult to adjust the quotation downward, and the price of silicone oil this week continued to be 14,700~15,800 yuan/ton. In terms of orders, at present, the downstream silicone glue has not yet entered the market, coupled with the sharp decline in outdoor projects in hot weather, the demand for construction adhesive has decreased, and the purchase of 107 glue and silicone oil has also decreased.

At present, under the insistence of the quotations of the main manufacturers, the price difference between silicone oil and 107 rubber enterprises is small, while the bargaining power of large orders is larger, and the transaction is mostly negotiated offline. It is understood that the level of orders received by various manufacturers is relatively balanced. Based on the above, at present, silicone oil and 107 rubber enterprises are still not ideal, but in the case of weak cost and demand, the profit side is controllable, and it is expected that 107 rubber and silicone oil companies will continue to digest inventory in the short term, and the market will continue to operate weakly and steadily.

Cracking material silicone oil market: the new material low bidding is fierce, cracking material enterprises as always calm, after all, there is no desire to bid under the suppression of profits, this week's cracking material silicone oil price to maintain 13000 ~ 13800 yuan / ton (excluding tax), to maintain the Buddhist system, not easy to take the initiative to participate in the price war, continue to low-key operation. In terms of waste silica gel, the reluctance of silicon products factories to sell is loose, the supply of downstream pyrolysis materials is difficult to come out, and the procurement of burrs is still relatively resistant, and waste silica gel recyclers are not willing to reduce prices and ship, so the trading is deadlocked, and the burr price continues to be 4100~4500 yuan/ton (excluding tax).

In the short term, pyrolysis and waste silica gel are still in a stalemate, but the current demand is dominant, and waste silica gel merchants will most likely make profits and ship in the future.