At 10:16 on July 18, the organic silicon continued to rise this week. The highest price of DMC and 107 glue was almost 20,000 yuan/ton.


At present, the lowest price of DMC is 17,500 yuan / ton, up 500 yuan / ton from last week. The price of D4 is stable this week, and the price is 18,500 yuan / ton. Most of the silica gel enterprises did not report the closure, Shandong Jinling 107 glue quoted directly to 19,700 yuan / ton, a year-on-year increase of 1,500 yuan / ton. The current price of raw rubber is concentrated at 19,000-20,000 yuan / ton, up 1000 yuan / ton. Domestic silicone oil prices fluctuated moderately and slightly, and the current mainstream price of methyl silicone oil was 20,000 yuan/ton.


According to the analysis, due to the suspension of inspection plans by some manufacturers and the gradual increase in the number of orders, silicones are expected to increase further.


Related companies,


Xin'an shares: The company is China's second largest silicone monomer enterprise and one of the largest herbicide glyphosate production enterprises, with a capacity of 340,000 tons of organic silicon monomer, equivalent to DMC's equity production capacity of 145,000 tons, is the national business chain The most complete and largest production of silicon-based new materials companies, the company benefited from the increase in the price of silicone and glyphosate in the first half of the year, the company's net profit increased by 237.20% year-on-year. In the future, benefiting from the continuation of the silicone boom, the company's performance is expected to continue to be released. At present, the company's PE is only 7.4, and the follow-up is expected to come to the valuation to repair the market;


Hesheng Silicon Industry: The company is a leading enterprise in China's industrial silicon and silicone industry. In the first half of the year, the company's organic silicon monomer production capacity was 330,000 tons (corresponding to DMC equivalent of 165,000 tons), and the supporting power plant and graphite electrode factory are already in existence. It will be put into operation in July. It is expected that the operating rate will increase significantly in the second half of the year. As the concentration of the silicone industry increases, the price continues to strengthen and the performance continues to improve.


Sanyou Chemical: It has an annual production capacity of 200,000 tons of organic silicon monomer. The market share of products is about 10%, ranking the top five in the industry. The self-produced silicone is mainly used for the production of room temperature glue, high temperature glue, silicone oil and defoamer.