Organic Silicon Mall news.
The stock node at the end of the month has arrived! At present, under the first two rounds of gains, most of the middle and downstream enterprises have completed the stage of cover, and the willingness to stock this week is not strong, but the low price of goods in the field is gradually consumed, and the current market transaction price is gradually moving closer to the high level, and the increase is smoothly digested. This week, although near the end of the month, but most enterprises have been layout in advance, the current inquiry is limited, the mono factory this week or not strong, but the production reduction mode is still in store to support the price
On the supply side, at present, the southwest region is in the dry period, the start is maintained, and the change is little, the number of furnace openings in the northern region has increased, and the follow-up is still expected to add new capacity, but the rumor of production reduction in the head factory has fermented, and the follow-up supply changes remain to be paid attention to. On the demand side, polysilicon enterprises and silicone monomer plants maintain a production reduction mode, and the demand for industrial silicon is limited.
At present, the inventory pressure of the single plant is slowing down, and downstream enterprises are also keeping up with the low level of construction, and the pressure on the supply side is reduced, but the recovery speed of the terminal demand side is slow, the macro good news is also slow, and the overall demand side is limited to repair, so in the short term, downstream enterprises are limited in stocking action, maintaining just need to purchase, and upstream and downstream enterprises are digestating this month's increase. With the subsequent in-depth production cuts of monomer plants, the silicone market is expected to usher in a wave of upward trend in April.
After three rounds of increases, the imbalance between supply and demand in the silicone market has eased, but there are not many bright spots in the terminal demand, the risk of oversupply is still in the market, the transmission of the middle and downstream rally is not easy, and profits are difficult to find, and the road to return to the right track of the silicone market is still a long way to go.
