Monomer Raw Materials February Latest Offer

Silicone Mall - February 5 market analysis: a happy holiday is always fast, the first week of the snake market gradually launched! Today, we simply review the price before the holiday, in January, the silicone market performance was weak and stable, and the middle and downstream enterprises were weak after the low stock in mid-January, and the trading volume was weak, and the monomer factory was mainly delivered with pre-sale orders, and the orders of some enterprises were arranged until mid-February. On January 27 before the festival, Shandong monomer factory DMC and D4 opened with an offer of 12,600 yuan/ton, and other monomer factories offered stable prices of 12,800-13,500 yuan/ton. From the supply side, in 2025, the new capacity of the single entity has slowed down significantly, and the supply pattern of the industry has improved marginally. However, the increase of about 1.4 million tons of new production capacity in 2024 has not been fully released, and the current domestic silicone production capacity is about 6.85 million tons, and the annual operating rate of single devices is about 70%, and the trend of oversupply is still difficult to reverse in 2025. It is worth focusing on, on the one hand, "anti-internal volume" has formed an upstream consensus, not no competition, but no bottom-line loss competition; On the other hand, in order to self-digest capacity, single enterprises are bound to accelerate the integration of the industrial chain, and the supply side contradiction will be transferred to the middle and downstream in 2025. Under the impact of the cost dimensionality reduction of monomer enterprises, the middle and downstream are forced to actively find new product development directions and further expand the application range of silicone terminals.