Global Silicone Network, December 8: The domestic DMC market began to fall, and the market price of some grades fell by 100-200 yuan. The contract goods are lower, the bearish sentiment in the market increases, and the superimposed manufacturers are not shipping smoothly, and the industry offers cautiously**. The inquiry did not improve much, and a small number of low-end resources were traded. The industrial silicon market rose slightly, and the market rose by 300-350 yuan. Silicone special 421 industrial silicon spot reported 15600-15800 yuan ton. The demand side continued to decline, the fundamentals of industrial silicon continued to be weak and stable, the demand for organic silicon entered the off-season, and the raw material side was mainly under pressure to make profits. The domestic new silicone oil market continued to fluctuate slightly, and the market price of mainstream grades was reported at 16,050-17,100 yuan tons. The market transaction is weak, there are many positives and shorts in the field, the terminal demand is poor, and many small and medium-sized silicone oil manufacturers have cleared their inventories and comprehensively lowered their ex-factory **100-200, and some ** merchants are short selling forwards. More than half of the silicone oil manufacturers of pyrolysis materials have stopped production, and some manufacturers have reported 13,500-14,500 yuan tons. Dow Shin-Etsu Wacker silicone oil spot price of 21,500-22,500 yuan, the holder has no low intentions, the offer is firm, and the transaction just needs to be followed. The domestic new material 107 rubber market is weak, and the mainstream price of the market is stable, reporting 14800-15700 yuan tons. There is a certain alleviation in the supply of goods, as well as poor cost performance, and the overall market performance is weak. Small and medium-sized downstream silicone rubber factories just need to purchase, and the local concessions are mainly used to collect the goods, and the overall transaction situation is average. Silicone oil 107 film is crazy!A few days ago, many silicone manufacturers said:PleaseAfter new models such as shooting products, interviewing CEOs, and live broadcasts, the products still can't be played and can't be soldOn the contrary, the backlog of inventory is getting bigger and biggerWhy?Mr. Wu believes that before the new industrial application model comes out,The marketing of any corporate interview is to go around in circlesTherefore, we must learn from the peasants, how the peasants adapt to the changes of the four seasons, one sand and one world, one leaf and one Bodhi.
This year, under the sudden speed bump, under the strong inertia, the rapid expansion of production capacity in the past few years has become a heavy "flesh", and many leading enterprises have also learned to lie flat and become slow. In any case, the change in the market for silicone oil 107 glue is an established fact. From 2020 to 2021, the demand for silicone oil 107 glue has soared, and the entire silicone oil 107 glue industry is in a state of short supply8-1.90,000 tons up and down. Nowadays, in the entire silicone oil 107 glue market, Zhejiang factory and Guangdong factory have formed a double giant competition situation, monthly sales of 1000 tons is regarded as the "life and death line" of the new forces, market competition is becoming more and more fierce, Zhejiang factory can win a brother from the Red Sea market, it remains to be seen. The market expects that the tens of thousands of tons of production line at the Zhejiang plant may be mass-produced in the first half of 2024.
Entering November, a number of silicone oil 107 rubber head companies began to limit production to absorb the excess capacity accumulated when the market soared. "This year, the overcapacity of silicone oil 107 glue is very obvious. Mr. Zheng of a manufacturer in Foshan, Guangdong Province, said. Under the dual pressure of inventory backlog and overcapacity, Mr. Zheng believes that the irregular battle of the silicone oil 107 rubber track in the future is inevitable, and the profit margin may decline significantly. He pointed out that in the first half of this year, under the background of DMC prices, major silicone oil 107 rubber manufacturers have been providing considerable concessions. In the face of pressure, the expansion of production in the past three years is undoubtedly a big gamble, betting on the long-term good development of silicone oil 107 glue in the future, and betting on the continuous and stable demand for silicone oil 107 glue. However, this year, the sales volume of silicone oil 107 rubber suddenly slowed down, and under the adjustment of supply and demand, the first began to be unbalanced. Zheng Zheng is actively taking measures, on the one hand, to speed up the destocking, slow down the pace of raw material procurement, on the other hand, to the core customers to launch a contract large single rebate plan, with a lower ** binding demand side enterprises, to maintain market share. At the same time, he also hopes that new application routes and products will go overseas to alleviate the current dilemma of high inventory of silicone oil 107 glue. Where is the road?Mr. Ye believes that there will be no surplus of silicone oil 107 rubber products with high quality and cost advantages. There is an industry view that the production capacity of silicone oil 107 glue in the future is more of a structural overcapacity, that is, the overcapacity of silicone oil 107 glue of low-end pyrolytic material. Because compared with the head silicone oil 107 glue manufacturers with technology and scale advantages, although the second- and third-tier manufacturers have production capacity, many of them are silicone oil 107 glue with low quality and technology, and these low-end production capacity is increasingly unable to meet the requirements of domestic industrial upgrading and high-quality development, which will lead to further low capacity utilization. 