According to the monitoring data of business society, as of March 17, the average price reference of the market quotation of silicone DMC in the mainstream area of data monitoring is 28833 yuan / ton, and the average price increases 5167 yuan / T, or 21.83% compared with the price of March 1, 2021 (reference price is 23666 yuan / ton); compared with the price before the Spring Festival (reference price of 21533 yuan / ton on February 11, 2021), the average price increases by 7300 yuan / ton, and the total price increases after the saving The results showed that the rate of the treatment was 33.90%.
After the Spring Festival, the domestic silicone DMC market has increased greatly, the upstream and downstream transmission is smooth, and the market transaction atmosphere is good. By the end of February, the factory price of silicone DMC was increased four times after the festival. According to the monitoring of business agency data, the average price after the Festival increased by 1100 yuan / ton in total, and the high-end offer price of silicone DMC in a large factory in Shandong Province rose to 23500 yuan / T, and the last 4 times of the plant were saved The price was increased for the next time, and the total increase was 1700 yuan / ton.
Silicone DMC made high-end offer of 8 price adjustment in March, exceeding 30000 yuan / ton
In March, the trend of silicone DMC continued to be strong, the market was “in a state of the art”, and the downstream silica gel and other products showed good export performance. The demand for silicone DMC raw materials continued to increase, and the market of silicone also rose continuously with the rise of the price of silicone DMC, which formed a strong situation of mutual support. Most of the DMC factories began to seal the offer without report, limited receipt, on-site spot tension, a single is difficult to ask. As of March 17, in more than half a month, the market of silicone DMC has increased the factory price of DMC for 8 times, with a total increase of more than 5000 yuan / ton. On June 16, Shandong Luxi increased the factory quotation of organosilicon DMC to 30200 yuan / ton again, which also created the maximum daily increase of 1100 yuan / ton for silicone DMC in recent half month. Thus, the high-end offer price of silicone DMC exceeded 30000 yuan / T, and the average price reference of silicone DMC was 28833 yuan / T, which was up 5167 yuan / T, or 21.83% compared with that in early March. At present, most other factories do not report the offer, which has been mainly discussed in practice, the factory has compact list and many pre-processing orders.
Since the festival, the domestic market price of silicone DMC has increased 13 times, with the price rising by more than 7300 yuan / ton, and the total increase after the festival is nearly 34%.
According to the business agency, the following is the DMC price and the start-up of the device of some domestic silicone enterprises (for reference only)
Enterprise name: total capacity of organosilicon, operation of unit, price note
Tax content of purified water of 80thousand tons / year 30200 yuan / ton unit of Luxi Chemical Industry
Inner Mongolia Hengye Cheng 240000 / T sealed plate without reporting the normal operation of the unit net water tax
340000 / T sealed plate of Zhejiang Xin’an chemical industry without reporting the normal operation of the unit net water tax
Hesheng silicon industry 35.58 million tons / year reference 29700-30000 yuan / ton unit stable operation market price
7 floors of the unit of 320000 tons / year of Hubei Xingfa without offer—
Zhejiang Zhongtian 120000 tons / year is temporarily not offered in the parking of the device—
Shandong Jinling 150000 T / a unit is not offered for offer for the time being, and the device is running smoothly—
Downstream, the downstream 107 rubber and raw rubber products of silicone DMC are also rising under the drive of raw materials. At present, the market price of domestic new material 107 rubber has risen to 29000-29800 yuan / T, and the high-end offer of raw rubber has exceeded 30500 yuan / T, and currently, many factories have closed the offer.
2021 capacity of silicone industrial chain increases, and downstream export of DMC increases continuously
1. Tangshan Sanyou annual output 1200 tons hydrogen containing silicone oil project will be put into operation
Tangshan Sanyou annual output 1200 tons “430#######ාාා#ාාා#ාා#ා. “430″ hydrogen containing silicone oil expansion unit installation project “is to rebuild and install a new set of equipment on the basis of the original three sets. The main equipment includes reaction kettle, polymerization tank, etc., as well as supporting process pipeline, electrical and other facilities. After the festival, the equipment department shall contact the workshop and construction unit, and take the defensive measures during the epidemic period into the construction state quickly to ensure the construction stability.
The project makes the best use of hydrogen in the monomer by-product, which can increase economic benefits, but also creates certain social benefits. Compared with the first and second production lines, the new production line has high automation, high output and good quality. It also plays a good role in increasing employment position, adjusting the downstream product structure of the company, extending the industrial chain and improving the competitiveness of enterprises in the market.
2. The silicone project of Shihezi base of Hesheng silicon industry in Zhejiang Province will be put into operation
Hesheng silicon industry has an annual total industrial silicon capacity of 730000 tons. After the successful completion of the silicon project in Shihezi base in 2021, the total capacity of silicone monomer will reach 930000 tons. At present, the utilization rate of industrial silicon capacity of the company is about 90%! In addition, Hesheng silicon industry is planning 800000 tons of silicone and 800000 tons of industrial silicon projects in Zhaotong, Yunnan Province. The first phase of 400000 tons of silicone production capacity is expected to be put into operation in mid-2022. Yunnan has abundant resources. Although Yunnan has high electricity price, it has low ore transportation cost, and the finished products are exported to Southeast and southwest demand areas, and the products are closer to the terminal. In the future, Hesheng silicon industry will be more prominent in the leading position in the industry.
2021 the downstream export of silicone DMC is increasing
In the first two months of 2021, China’s import and export value was 5.44 trillion yuan, an increase of 32.2% over the same period last year (the same below). The total value of February was 2.42 trillion yuan, up 57%. Among them, thousands of export-oriented silicon manufacturing enterprises also kept growing orders.
Double impact of capacity and opportunity: silicone DMC is expected to return to its peak in 2021
At present, the silicone DMC market is reluctant to sell, the factory has low spot inventory, the sealing disk appears more common, more orders are arranged, and the weather is warming gradually, and the demand of downstream products is increasing. Therefore, the data analysts of silicone DMC data of the business agency believe that the trend of silicone DMC market will continue to rise in the short term, and it is expected to “return to the peak time”. The specific market also needs to pay more attention to the changes of raw material end and demand end.
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