The organic silicon industry chain is rising again, and the listed companies are expected to benefit.
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According to reports, in the past two months in April, due to the continuous increase in the comprehensive cost of gas-phase white carbon black, 107 glue, etc., many downstream silicone rubber enterprises in East China and South China announced a price increase of about 5% from April 20. Since the beginning of this year, the price of silicone has risen across the board. Compared with the price in the first week of January, the price has risen by RMB 4,500/ton in the fourth week of March.
The industry believes that the recent continuous rise in raw material prices has brought considerable pressure on enterprises. Different from previous years, the price increase of enterprises and the increase of raw material prices keep the same rhythm, so as to avoid the pressure of excessive raw material costs. With the arrival of the peak season, the strong demand for terminals also provides space for companies to raise prices. The traditional gold, three silver and four are coming, the market demand is strong, and it is expected that the trend of rising prices will continue.