According to Baichuan Information Monitoring, since mid-February, the domestic organic silicon market has been driven by the low inventory of enterprises and the good status of downstream orders. The prices of basic products such as DMC, raw rubber and 107 rubber have bottomed out. DMC price rose by 1.67% on February 18, and rose again by 1.09% on the 19th. The price of East China market has reached 18,500 yuan / ton; the price of raw rubber East China market is 19,500 yuan / ton, up by 500 yuan on the 18th; 107 Jiaodong East Market The price is 18,800 yuan / ton, up 300 yuan from the 18th.


According to the analysis, due to the recent general maintenance of the factory and the obvious decline in the operating rate during the Spring Festival, the supply of organic silicon market decreased, and the inventory level of enterprises was at a low level. The downstream purchases have a strong mentality. With the arrival of the peak season in March, downstream procurement demand will be further released. In addition, the recent Sino-US negotiations have made some progress, and the trade war has eased and the export situation has improved. Under the impetus of improving upstream and downstream, silicone is expected to usher in a phased rise, and the profitability of industry companies is expected to improve.


It can be noted that Xin'an shares (11.87 +1.45%, diagnostic stocks), Sanyou Chemical (6.30 +0.16%, diagnostic stocks), and Hesheng Silicon (54.10 -0.90%, diagnostic stocks) and other companies.