Market supply and demand to improve organic silicon prices continue to increase (beneficiary stocks)
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According to Baichuan Information, the transaction price of the organic silicon intermediate (DMC) market continued to increase on the 29th, rising nearly 700 yuan per ton, nearly 4%, and the cumulative increase has reached 17% since the Spring Festival. At present, due to the large number of orders received by individual manufacturers, the price of new orders has been gradually implemented. In terms of product quotation, the mainstream price of DMC is 21000-21500 yuan/ton, the mainstream price of raw rubber supplier is 22000-22500 yuan/ton, and the price of 107 glue supplier is 21000-22000 yuan/ton.
It is understood that the domestic organic silicon monomer device starts to work at the upper level, the market price is not high overall, and the downstream manufacturers have strong acceptance. The industry believes that the release of downstream real estate industry demand, as well as the growth of foreign trade orders, will bring demand for organic silicon. In addition, the safety and productivity of the chemical industry will be strengthened, which will also improve market supply and demand.
Related companies, Hesheng Silicon Industry, Xin'an shares, etc., the main silicone products, production capacity ranks in the forefront of the industry.