As Friday arrives, the rebound in the organosilicon market shows no sign of stopping. Yesterday, some monomer factories in Shandong raised prices by another 300 yuan. DMC rushed to 12,300 yuan/ton, having risen by a cumulative 2,000 yuan in a row compared with 10,300 yuan/ton at the beginning of the month! At present, the rigid demand for replenishing stocks actively this week, and the rebound of monomer factories has been gradually implemented, giving positive feedback to the market. However, behind the booming market, there has been no significant improvement in end - demand. The further back the price rise goes, the slower the transmission. Therefore, after a wave of rigid demand stockpiling in the middle and lower reaches, the expectation of continuous chasing the rise is not strong.


The operating rate of the plants has also attracted much attention, with different opinions in the industry. There are voices saying that all plants will be shut down and some plants will restart next week. But generally speaking, this wave of "buying up" has actually been implemented and completed the de - stocking, and each monomer factory has no pressure to ship recently. At the same time, the rise in industrial silicon at the cost end cannot be ignored, forming a bottom support for DMC. At present, maintaining prices and pulling up continue to dominate the market. In the future, it should be noted that with the continuous repair of profits, some production capacity with reduced load may be increased as expected. In the short term, the price of organosilicon will remain strong.