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.


Related companies, according to the selected stock theme library (xuangubao.cn) silicone panel display,


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.


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