According to the monitoring data of the business community, as of February 18, the average price of the silicone DMC market in several mainstream regions monitored by the data was 19,000 yuan / ton, and the price was basically the same as a week ago. At present, the market is mostly waiting and seeing.


Second, market analysis


Product: At present, the road of resumption in the organic silicon market is proceeding step by step. The progress of the entire industrial chain is significantly faster than last week, but the market situation and the trading atmosphere are still recovering slowly. There is inventory pressure in the single plant and the device is started The rate is further reduced this week. Most companies are still closed and not reported. The actual price is negotiated. Some companies set production by sales. There are very few quoting companies. According to the current quoting company price, the market reference price is around 19000-19200 yuan / ton. Mid- and downstream companies that have resumed work are also waiting to see their peers. At present, the market lacks substantial orders and no guiding prices have appeared. , Manufacturers keep their mentality.


Unit start-up: 400,000 tons of annual production capacity of Aiken Silicone (Jiangxi Base), while the unit is being shut down for maintenance; Shandong area: Luxi plant is running smoothly; Jinling device is being shut down for maintenance; Dongyue's 250,000 tons of annual capacity, two sets open One set; Zhejiang area: Zhongtian Dongfang Fluorosilicon parking; 70% of Xin'an plant starts; Hesheng silicon plant is operating normally, and Sichuan and Xinjiang plants are dissatisfied with driving; Hubei Xingfa has an annual production capacity of 320,000 tons, 80% of which has been started, and new capacity is not yet Release; Tangshan Sanyou started, stopped, and stopped; this week, the operating rate of the single unit is further reduced. Dow Corning Zhangjiagang Base has a maintenance plan in March.


Industry chain: Last week, the domestic 107 rubber market was still stagnant, and the resumption rate of enterprises was still at a low level. The majority of production companies were closed, and the overlay logistics and transportation were limited. It also made it difficult for 107 rubber trading to increase. Under the pressure of shipment, The operating rate of 107 rubber units in the monomer plant has been reduced, and the quotation has not changed for the time being, mainly based on the actual order negotiation. It is expected that the operating rate of downstream enterprises will gradually increase this week, and some logistics will also recover, and the atmosphere of 107 rubber trading will also rise accordingly.


3. Forecast


Business Agency analysts believe that: as governments in various regions are also actively promoting the resumption of business, the recent resumption rate of silicone midstream and downstream companies will begin to increase, and the market trend will gradually stabilize.