The silicone plate continued to rise at the start of trading today. As of 10:43, Runhe Materials, HTC New Materials and Jinyinhe rose by the daily limit, while Dongyue Silicon Materials, Tianci Materials, Chengguang New Materials, Huitian New Materials and other stocks were all up one after another. On the news, the price of multi-variety of domestic silicone industry chain has risen recently.
On the news side, June 9, an emergency in a factory in Xinjiang, the short-term supply of silicone DMC was tight, and the mentality of silicone DMC manufacturers was affected to a certain extent. At present, the overall wait-and-see mood in the venue is relatively heavy, and several major manufacturers of silicone DMC have also closed their orders one after another, suspending orders, individual limited orders, and many factories have arranged orders until mid-late June. Since the beginning of June, the silicone DMC market has gradually picked up, and some operators believe that this incident will accelerate the heating up of the market, which is supposed to be hot. Silicone DMC spot supply is tight, it can be said that "one order is difficult to obtain".
According to the spot price of SMM, silicone DMC on June 18, the average spot price is 30500 yuan per ton, which has increased by more than 15% in the past month.
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Huachuang Securities pointed out that after the Dragon Boat Festival holiday, individual offers of domestic silicone enterprises moved up sharply, the downstream purchasing mentality returned to normal, and it was difficult for silicone prices to decline in the short term. The 400000-ton new production capacity device in Shihezi, Hesheng, Xinjiang, is currently in a state of parking, and it is expected to resume start-up in about half a month, but the exact time remains to be seen. At present, the domestic silicone downstream demand market continues to grow. The 110000-ton polysiloxane plant in the United States is expected to be shut down by the end of this year, and the market layout of domestic silicone enterprises occupies a dominant position.
Citic Securities pointed out that silicon is an important material that affects human development, and its main products include metal silicon and various downstream products, among which organosilicon products are the most widely used and widely used downstream fields. at present, there are more than 7000 kinds of terminal products, and the application scenarios are all over dozens of fields, such as construction, electronics, new energy, consumer health and so on. It is expected that in the next five years, the silicone downstream market will usher in a multi-sector explosion, and the relevant market will rise from the current 50 billion to 94.5 billion by 2025, and the industry competition will gradually shift from the upstream production scale competition to the downstream product power competition. At present, China is already the center of global organosilicon production, and it is expected that a number of silicone subdivision leading enterprises will emerge in China in the future. 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 R & D and production capacity.
On September 13-14, SMM will hold the 2021 small Metal Industry Summit, which will bring the development prospects of carbon-neutral clean energy tellurium / cadmium oxide thin film solar power generation glass and the rising demand of germanium metal under the iteration of new technologies such as 5G and infrared photovoltaic, and other hot topics will be shared, and more market information will be quickly mastered. Welcome to sign up for the meeting.
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Contact Zhu Wei for registration
Mobile phone: 15618435454 (Wechat same number)
Landline: 021-51595850
Mailbox: zhuwei@smm.cn
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