Silicone plate suddenly rises and stops: prices soar due to the shortage of supply in the east wind of semiconductors

June 18, recently, semiconductors, Hongmeng and other concepts rotate, A-share science and technology main line continues to be clear. Today, the third-generation semiconductors continue to strengthen. On the news side, the priority of the policy of superimposing price factors has spread the gains of the semiconductor sector to the upstream and downstream industries. Organosilicon concept, the raw material of semiconductor chips, led the rise in A shares today. Jinyinhe, Runhe Materials, Tianzhi Materials, HTC New Materials, etc., rose by the daily limit, and the overall increase of the plate reached 6%.

Since June, the price of multi-variety of silicone industry chain has soared, and the data show that the price of multi-variety of silicone industry chain in China has risen on June 16. Among them, the silicone DMC quoted price of 30500 yuan, up 8.93% from the 15th, this price is also high in the ten-year dimension.

Before June, the start-up load of domestic silicone production enterprises was already on the high side, there was a shortage of supply, and the inventory status of upstream and downstream enterprises was in a low position. On June 8, a fire occurred in a 200000-ton device of Shihezi sealant in Hesheng Silicon Industry, Xinjiang. Continue to heat up the silicone market, at present, the domestic mainstream large factories do not accept orders, do not report and wait-and-see. Zhang Wenlong of Huachuang Securities and others said that in June, organosilicon was generally at the time of high inventory + off-season downstream, and this year it was due to safety accidents and device overhauls that led to a gradual upward trend in organosilicon prices. Prices will remain high in the near future.

Before the announcement of the performance forecast, the net profit of Luxi Chemical Industry, Hesheng Silicon Industry, Sanyou Chemical, Xingfa Group, Tianzhi Materials, Xin'an shares and Dongyue Silicon Materials exceeded 100 million for the time being. Among them, Tianci Materials has issued a forecast of China News, with a net profit of 700 million in the first half, a sharp increase of 124% over the same period last year.

In terms of new production capacity in the future, Hesheng Silicon Industry and Luxi Chemical Industry take the lead in the planning of new production capacity. By the end of 2020, the silicone monomer production capacity of Hesheng Silicon Industry is 530000 tons, which is the largest industrial silicon production enterprise in China, and its silicone product revenue reached 5 billion yuan last year. However, the new production capacity of Hesheng Silicon Industry in Shihezi, Xinjiang is still in a state of parking, and production will resume about half a month later.

In a special report on the silicone industry, CITIC Securities said that at present, China is already the center of global silicone production, and it is expected that a number of silicone subdivision leading enterprises will emerge in China in the future, and it is suggested that the layout of integrated enterprises with a full set of industrial chain, as well as the downstream subdivision leader with high-end product research and development and production capacity.