1、 Price trend
According to the monitoring data of business association, as of February 25, the average quotation of organosilicon DMC market in several mainstream areas monitored by the data is 19000 yuan / ton. At present, the market operation is stable and the quotation fluctuation is not big.
2、 Market analysis
| PVA 1799 (PVA BF17) |
Products: since last week, enterprises all over the country have started to resume production. The trading atmosphere in the domestic silicone market has changed. Factories in the middle and lower reaches and dealers of traders have been put into production and resumed production. The traditional lower reaches have been gradually restored, among which the lower reaches in Guangdong Province have recovered rapidly. With the improvement of logistics and the rising of inquiry atmosphere, the market trading atmosphere is gradually active. The phenomenon of DMC closing and non reporting has been improved. The number of companies that offer has increased, and the volume of transactions has increased, but the volume of transactions has not yet made a breakthrough growth. The companies take orders at the early stage of issuance as the main task, and the prices of various manufacturers are stable, and most of them continue the prices before the Spring Festival, and some of them have large inventory, In order to relieve the pressure of inventory, the shutdown and load reduction of the device are still continuing, and part of the actual transactions have a small margin. At present, the main quotation of organosilicon DMC is about 19000 yuan / ton, and the transaction price is between 18500-19000 yuan / ton.
Start up of the unit: the single unit was started and upgraded, and Jiangxi spark recovered to full load production. Ekin silicon (Jiangxi base) has an annual production capacity of 400000 tons and normal operation of the device; Shandong Province: Luxi device operates stably; Jinling device is under shutdown and maintenance; Dongyue has an annual production capacity of 250000 tons and starts about 70%; Zhejiang Province: Zhongtian Dongfang fluorine silicon is under shutdown; 70% of new installation and start-up; Hesheng silicon device operates normally, but Sichuan and Xinjiang plants are not satisfied with the start-up; Hubei Xingfa 32 With an annual production capacity of 10000 tons, 60% of the capacity has been started, and the newly increased capacity has not been released yet; Tangshan Sanyou has one opening, one stop and one stop; due to the limited logistics, some monomer stocks are on the high side, and the device continues to stop.
| PVA 1788 (PVA BP17) |
Industry chain: the operating rate of silicone rubber enterprises in various parts of the country has begun to rise. Influenced by the factors such as the construction of the terminal market has not started, the overall operating rate of silicone rubber is still at a low level. However, silicone rubber manufacturers that have resumed work have started to increase the replenishment of 107 rubber, and the enthusiasm of inquiry has increased. Last week, most of the transactions were just in need of replenishment, and the shipment of 107 rubber began to recover gradually from the earlier stage. At present, 107 rubber companies do not offer many sealed offers, the raw material DMC offers maintain stability, cost support is still strong.
3、 Future forecast
Analysts of business club think: considering the factors of high inventory and high increase before the festival, it is expected that the market will have limited space to rise in the near future. Due to the slow resumption of work in the downstream, as the stock pressure of single enterprise increases, the price has downward exploration expectation.
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