At present, the battle for contract orders for the first quarter of next year by major monomer companies has entered the countdown stage within the year. As of December 4, the prices of domestic silicone-related products are as follows:
The mainstream spot price of DMC is in the range of 12,500-13,700 yuan/ton;
The mainstream spot price of raw rubber is 14,000-14,500 yuan/ton;
The mainstream price of 107 rubber is 13,500-14,000 yuan/ton;
The mainstream price of silicone oil is 14,800-16,500 yuan/ton;
Silicon metal is 12,500-13,100 yuan/ton;
Methyl chloride is 2,650-2,750 yuan/ton;
The mainstream price of high hydrogen silicone oil is 7,500-7,800 yuan/ton.
In terms of inventory, the inventory warning index of spot dealers reached 51.5% this week, down 10 percentage points from the same period last year, but up 0.9 percentage points from the previous cycle. It is worth noting that the inventory warning index is close to the boom-bust line, which also means that the prosperity of the organic silicon spot market is continuing to improve.
However, we must also be aware that the organic silicon industry faces many difficulties in its development. On the one hand, due to the imbalance between supply and demand, product prices continue to fall, and the profit margins of enterprises are severely squeezed; on the other hand, trade protectionism has risen, and some organic silicon enterprises have encountered unfair treatment in the international market, and export prices have been suppressed to a large extent.