How does the organic silicon market evolve in November? Trend analysis

On the last day of October, the traditional "Golden Nine Silver Ten" is about to end in the loss. Although the end of the month is coming, the trend stops and rises, which releases a touch of comfort for this bleak traditional peak season, but this year's macro environmental risk risks have risen, and the market supply is too desperate. Obviously, the downstream downturn is difficult to change, and the road to rebound is covered with thorns. At present, the operating rate of the single factory has dropped to about 60 %, and the Zhangjiagang device is temporarily faulty parking. Xinjiang and Inner Mongolia are blocked. The spot circulation is significantly reduced, and manufacturers are generally priced. Last week, the Shandong single factory rose 500 in a row. The main manufacturer's offer to maintain stability, and the market price spread gradually shrink. As of the 30th, the DMC market quotation was 17800-18,000 yuan/ton, a weekly increase of 1.13%.

This week, it is about to enter November. Due to the confidence of the single burden reduction and production, the low -end panel of the digestive part of the digestive part of the downstream dips has not changed because of the fact that the structure is greater than the demand pattern. Store still has a long way to go.

107 glue market: October 107 glue market fell first and then rose. As of the 30th, the 107-glue market price was 18,000-18300 yuan/ton, a minimum of 300-500 from last week, a decrease of 2.16%from the beginning of the month. In terms of supply: After the 11th, the market was silent, and the main single manufacturer was forced to be helpless. It secretly allowed the profit to grab the order, and the price was changed. Decreasing production has increased. Last week, the price of DMC increased, and 107 glue no longer greeted secretly, and the willingness to rebound was strong. However, the downstream is still in the digestive inventory stage, and the 107 glue supply in the field is still sufficient. In the short term, there will be stable rising operations.

107 glue market: October 107 glue market fell first and then rose. As of the 30th, the 107-glue market price was 18,000-18300 yuan/ton, a minimum of 300-500 from last week, a decrease of 2.16%from the beginning of the month. In terms of supply: After the 11th, the market was silent, and the main single manufacturer was forced to be helpless. It secretly allowed the profit to grab the order, and the price was changed. Decreasing production has increased. Last week, the price of DMC increased, and 107 glue no longer greeted secretly, and the willingness to rebound was strong. However, the downstream is still in the digestive inventory stage, and the 107 glue supply in the field is still sufficient. In the short term, there will be stable rising operations.

Silicon oil market: In October, the domestic silicone oil was disadvantaged. As of the 30th, the domestic silicon oil market quoted at 19,000-20,000 yuan/ton, a decrease of 6.02%from the beginning of the month. In terms of supply: At the beginning of the month, DMC greatly made interest promotions, and silicon ether continued to fall. At the same time, single factories also comprehensively stimulated silicon oil at a comprehensive low -cost stimulation, which led to the loss of small and medium silicon oil plants and reduced the operating rate. Last week's local DMC pushed up, but the offers of silicone oil in various manufacturers were still stable, and the pressure of shipments still existed.

Foreign silicon oil companies: Last week, Zhangjiagang's device fault maintenance was not as expected on the market. Individual foreign companies still promoted the entire cabinet direct sales order. As of the 30th, the agent offer at 21,000-21500 yuan/ton, a monthly decrease of 12.37%.

In terms of demand side, the domestic autumn and winter market orders are tepid, and the downstream still needs to be purchased. The inventory of the downstream room temperature, daily chemistry, and textile industry is in a medium -high position. The stock inventory is expected to be not obvious in the short term, and the profit is low. In terms of export orders, the risk of global economic recession has risen, overseas orders are almost cut, and the market is unable to support the market. The short -term downstream companies are still dominated by destocking.

In summary, DMC has doubts, supporting silicon oil, and generally impacting foreign silicon oil at low prices of foreign silicon oil. Market transactions are limited. It is expected that domestic silicon oil will continue to operate weakly in the near future.