Entering Friday, the rebound of the silicone market did not stop. Yesterday, some individual factories in Shandong rose another 300 yuan, and DMC surged to 12300 yuan/ton. Compared with 10300 yuan at the beginning of the month, it has continued to rise by 2000 yuan!

At present, this week's demand for active replenishment and the rebound of individual factories are gradually being implemented, providing positive feedback to the market. But behind the heat, there has been no significant improvement in the terminal demand side, and the transmission of upward momentum towards the backend is slower. Therefore, after a wave of rigid demand stocking in the middle and lower reaches, the expectation of sustained upward momentum is not strong.

The operating rate of the equipment has also received close attention from everyone, and there are various opinions in the industry. There are voices of complete shutdown and some equipment restarting next week. But overall, this wave of "buying price increases" is a tangible implementation and completion of inventory reduction, and individual factories currently have no shipping pressure.

At the same time, the rise of industrial silicon on the cost side cannot be ignored, which provides a bottom support for DMC. Currently, the rising prices continue to dominate the market. In the future, attention should be paid to the continuous recovery of profits, and some negative production capacity may be expected to increase. In the short term, the price of organic silicon remains relatively strong.

Regarding liquid silicone rubber, please refer to our website for details: IOTA Liquid Silicone Rubber