Weekly Initial Dynamics of the Silicone Market: DMC Prices Stabilize Awaiting Demand, Dimethyl Silicone Oil Shows Positive Differentiation
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In the initial phase of the week, the market price of silicone DMC (Dimethyl Carbonate) has shown a stabilizing trend. From the current market situation, its mainstream quotation is basically stable in the range of 13,500-14,000 yuan/ton, with only a slight increase of 100 yuan/ton in partial quotations. At present, the overall operation rhythm of the market is gentle, both buyers and sellers maintain a wait-and-see attitude, and the enthusiasm of downstream enterprises for purchasing goods is relatively low.
However, this price stability is not accidental, and there is a clear supporting logic behind it. Previously, the price of silicone DMC has experienced three rounds of increases, and the core driving factor lies in the active production reduction measures taken by upstream factories, which have led to a tightening of market supply. At present, this production reduction action is still being promoted continuously, providing strong support for the current stable price. Essentially, it is a market performance where upstream enterprises achieve "price protection" through the means of "output control". On the downstream side, due to the fact that terminal demand has not really recovered, enterprises are relatively cautious in their procurement decisions, and the market as a whole is in a state of waiting. The industry expects that a new round of stock-up demand may gradually start at the end of December, and the price of silicone DMC is likely to maintain a stable trend in the short term.
At the same time, the dimethyl silicone oil market has shown the characteristic of positive differentiation. Among them, the price of domestic brand dimethyl silicone oil has risen strongly, with the current quotation range being 15,200-16,500 yuan/ton. Benefiting from solid cost support, the current price consolidation is accumulating momentum for the subsequent release of demand. For foreign brand dimethyl silicone oil, the negotiated price of bulk goods is concentrated in the range of 16,200-16,500 yuan/ton. Although facing certain market pressure in the short term, the high-level cost has built a solid bottom for the price. Against the background of the game between long and short forces, the market may brew a rebound trend at any time.