1、 Price trend
According to the monitoring data of the business association, as of February 18, the average price of organosilicon DMC market in several mainstream areas monitored by the data is 19000 yuan / ton, which is basically the same as that a week ago. At present, the market is mainly on the sidelines.
2、 Market analysis
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Product: at present, the resumption of silicone market is proceeding step by step. The progress of the whole industrial chain is significantly faster than last week. However, the market and trading atmosphere are still recovering slowly. There is inventory pressure on the single plant. The unit operation rate is further reduced this week. Most enterprises still do not make offers, and the prices are negotiated on a single basis. Some enterprises set production by sales. There are only a few quotation enterprises. According to the current market reference price of quotation enterprises, which is around 19000-19200 yuan / ton, the middle and lower reaches enterprises that have returned to work are mainly waiting for their peers to make inquiries. At present, the market lacks substantial large orders, there is no guiding price, and the manufacturers keep a stable attitude.
Operation of the unit: the annual production capacity of Ekin silicon (Jiangxi base) is 400000 tons, and the unit is in the process of shutdown and overhaul; Shandong area: the unit in Luxi is in stable operation; Jinling unit is in the process of shutdown and overhaul; Dongyue has an annual production capacity of 250000 tons, and one set is opened for two sets; Zhejiang area: Zhongtian Dongfang fluorine silicon is in the process of shutdown; 70% of the newly installed units are in operation; Hesheng silicon is in normal operation, and the plants in Sichuan and Xinjiang are not in operation The annual production capacity of Hubei Xingfa is 320000 tons, 80% of which has been started, and the newly increased production capacity has not been released yet; Tangshan Sanyou has one opening, one stop and one stop; this week, the single unit operation rate has been further reduced, and the Zhangjiagang base of Daokangning has a maintenance plan in March.
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Industry chain: last week, the 107 rubber market in China was still stagnant, the rate of enterprises returning to work was still at a low level, most of the production enterprises closed the plate, and the superposition of logistics and transportation was limited, which made it difficult to improve the 107 rubber delivery and investment. Under the pressure of shipment, the operating rate of 107 rubber unit in the single plant was lowered, and the quotation remained unchanged, mainly based on the actual single negotiation. It is expected that the operating rate of downstream enterprises will gradually increase this week, part of the logistics will also recover, and the 107 rubber delivery and investment atmosphere will rise accordingly.
3、 Future forecast
Business analysts believe that: with the governments in various regions also actively promoting the resumption of enterprises, the resumption rate of middle and lower reaches of silicone enterprises will start to rise in the near future, and the market trend will gradually become stable and clear.
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