According to the monitoring data of the business community, as of June 10, the average quoted price of silicone DMC in the mainstream area of data monitoring was 27333 yuan / ton, which was increased by 667 yuan / ton, or 2.50%, compared with June 1 (26666 yuan / ton).

On June 9, an emergency occurred in a factory in Xinjiang, which had a certain impact on the short-term supply of silicone DMC and the mentality of silicone DMC operators. At present, the overall wait-and-see mood in the factory is heavy. Several major manufacturers of silicone DMC have closed their orders, suspended orders, and limited orders. Many factories have arranged orders until mid to late June.

Since the beginning of June, the market of silicone DMC has gradually warmed up. I heard that some operators believe that this event will speed up the heating up of the already hot market. At present, the spot supply of silicone DMC is tight, which can be described as “one order is hard to obtain”. At present, the silicone DMC market only offers factories from large factories in Shandong. The latest silicone DMC factory quotation is 27500 yuan / ton, which is 700 yuan / ton higher than the previous quotation of its factory. At present, the market as a whole is nervous, which is a kind of calm before the rainstorm.

Upstream, on June 9, 2021, the price of silicon metal (441) was stable. According to the data of business news agency, the average price of domestic silicon metal (441) market on June 9 was 14016.67 yuan / ton, up 0.18% from the average price on June 8 of 13991.67 yuan / ton, up 7.34% from last week’s average price, and up 28.50% from last year’s average price of 10908 yuan / ton. The price of silicon in Huangpu port was 14100-14200 yuan / ton, that in Tianjin Port was 14200-14300 yuan / ton, that in Kunming was 13800-13900 yuan / ton, that in Sichuan was 13800-13900 yuan / ton, and that in Fujian was 13200-13400 yuan / ton, The price range of silicon metal in Shanghai is 14600-14800 yuan / ton.

On the downstream side, due to the influence of raw silicone DMC, the raw rubber and silica gel in the downstream are basically closed. In addition, the supply of raw rubber market has been very tight before, so it is expected that the overall supply shortage will continue to increase after this time.

forecast

At present, the silicone DMC factories are basically closed without orders, the spot supply is tight, the downstream selling sentiment is high, and there may be a large range of replenishment in the future. Therefore, the silicone DMC analysts of the business community believe that in the short term, the silicone DMC market price is more likely to continue to rise.