Greenway December 17th 丨 The concept of organic silicon stocks in the A-share market rose. Among them, Hesheng Silicon (603260.SH) rose nearly 5%, Silicon Technology (300019.SZ) rose more than 2%, Luxi Chemical (000830. SZ) rose nearly 2%.


On December 4, 5, 6, and 9, the quotations of silicone DMC manufacturers were raised by 300-600 yuan / ton. On December 12th, the price pushed up again. The factory price of Luxi Chemical Silicone DMC was raised again by about 1,000 yuan / ton, and 18,700 yuan / ton of purified water was sent to the price. DMC prices in Shandong Dongyue and Shandong Jinling are near 19,000 yuan / ton. At this point, the average price of the organic silicon DMC market in mainstream regions was reported at 18,500-19,300 yuan / ton, up nearly 10% from the beginning of December.


It is reported that the factory's inventory is almost sold out and some of the supply of silicone DMC has been sold out. Many traders in South China and East China have said that all of their inventory is sold out. According to institutional analysis, due to the previous maintenance of individual enterprises, the overall inventory of DMC is relatively small. After entering the winter, the northern monomer enterprises are affected by environmental pressures, production is limited, the operating rate is low, and the supply is reduced. Stocks increased, multiple favorable factors pushed prices higher.