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  • Assault! The main silicone oil has surged by 500! DMC, 107 adhesive sealing plate heating up! Is a new round of price adjustment about to occur? Quick look!

    Entering Thursday, whether you believe it or not, and regardless of whether you buy or not, the closure of individual factories and small price increases are still underway. Although the main large factories have not made any adjustments, it is highly unlikely that they will sing the opposite tune, and it is also good to steadily accept orders. From the perspective of the middle and lower reaches, due to the continuous slight increase in DMC market prices, most companies with insufficient inventory have taken advantage of the opportunity to replenish their positions at low prices. As orders improve, the sentiment of individual factories to support prices tends to be strong. However, the terminal demand market continues to be weak, and although the market is empty, the positive support is limited. Therefore, downstream companies are resistant to high priced sources of goods, and currently continue to focus on purchasing at low prices.
    Overall, the rebound horn of the organic silicon market has long been sounded, and the phenomenon of individual factories closing down has been increasing, further releasing a signal of price increase. Currently, for individual factories that offer external prices, DMC has been basically raised to 13300-13500 yuan/ton. With the official implementation of the price increase letter on August 15th, it is expected that the mid month rebound market will further push forward.
    107 glue and silicone oil market: DMC prices have risen this week, providing support for 107 glue and silicone oil prices. This week, the price of 107 glue is 13600-13800 yuan/ton. The main players in Shandong are temporarily closed and not reporting, with a slight increase of 100 yuan in some areas! The quotation for silicone oil is 14700-15800 yuan/ton, with a partial increase of 300 yuan.
    In terms of orders, the silicone adhesive companies need to make further efforts. Firstly, the top manufacturers have already concentrated on stocking a batch of goods last month, and the current bottom fishing sentiment is average. Secondly, most companies have tight financial chains, resulting in weak procurement demand. In this situation, the supply and demand side of the 107 rubber market is differentiated, and if it follows the upward trend of DMC prices in the future, it may also experience a slight increase.
    In addition, major manufacturers have significantly increased the price of high hydrogen silicone oil by 500! At present, the mainstream quotation for high hydrogen silicone oil is 6700-8500 yuan/ton; In terms of methyl silicone oil, due to the high price drop of silicone ether, silicone oil companies have maintained a low profit pattern, and may explore further increases with the increase of DMC in the future. However, the release of downstream demand is limited. Therefore, in order to maintain smooth order acceptance, silicone oil companies are also cautious in adjusting prices, and currently the quotation remains stable. In terms of foreign silicone oil, there have been no recent adjustments, and the individual quotes from agents remain at 17500-18500 yuan/ton, with actual order negotiations being the main focus.
    Cracking material silicone oil market: Currently, some new material factories are exploring price increases, driving downstream replenishment. However, cracking material enterprises are constrained by both supply and demand, making it difficult for the market to pick up. After all, the upward trend has not yet widened, and cracking materials are still waiting for a rebound and effective orders. The current price of cracking material silicone oil is 13000-13800 yuan/ton (excluding tax), and the operation remains cautious.

    In terms of waste silicone, although there have been some fluctuations in the market's bullish sentiment, cracking material companies have been extremely cautious about bottom fishing due to long-term losses, and still focus on digesting their own inventory, maintaining on-demand procurement of waste silicone. Therefore, waste silicone recyclers have not blindly clamored for price increases. Currently, the raw edge has slightly increased, with a price of 4200-4400 yuan/ton (excluding tax) for material collection.
    Overall, if the prices of new materials continue to rise in the future, there will be some improvement in the transactions of cracking materials and waste silica gel recyclers. However, to turn losses into profits, cautious price adjustments are still needed. The pace should not be too big, otherwise it will be a spontaneous price increase without any fluctuations in transactions. It is expected that the trading atmosphere of cracking materials will slightly improve in the short term.


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