During this period, in addition to the price increase of disperse reactive dyes, the news about the price increase of organic silicone raw materials that are often used in our printing and dyeing factories has also hit the circle of friends! On September 15, the online bidding price of a single factory in Shandong increased by another 1,000 yuan, and the DMC price rose to 43,000 yuan/ton, rising by 4,200 yuan/ton for three consecutive days! All orders for raw rubber are closed and no orders are accepted. There is no raw rubber for mixed rubber and we dare not quote prices. We can only suspend order taking and go on holiday in advance! As for disperse dyes, Zhejiang Longsheng Group Co., Ltd. will adjust the price of disperse dyes again starting from September 15.
Zhejiang Longsheng adjusts disperse dye prices again
Dye intermediates simultaneously issued price increase letters
Organic silicone raw materials rise again
Commodity data merchant Shaoxingshe said , the downstream products of the metal silicon industry chain include organic silicon DMC, monocrystalline silicon, silicone oil, etc. Zhongtai Securities said that the recent increase in the price of metallic silicon has simultaneously driven up the price of organic silicon. Due to the decline in the supply capacity of metallic silicon, the metallic silicon market may be in a long-term supply shortage in the second half of 2021. Judging from the price trend during the year, the price of organic silicon DMC has increased by more than 70% compared with the beginning of the year, and the price of metallic silicon has increased by approximately 119% compared with the beginning of the year.
Dongyue Silicon Materials stated that the downstream application scenarios of silicone have been continuously expanded in recent years, and the current fastest growing industry is mainly photovoltaic , new energy vehicles, etc., the market price of organic silicon has increased significantly, and the demand from the downstream market has provided good market space for the company’s performance growth.
Silicon Technology, which specializes in silicone sealants and other products, said that global photovoltaic installed capacity is expected to reach 160GW in 2021. Corresponding to the photovoltaic adhesive market demand of 160,000 to 240,000 tons, the photovoltaic adhesive market demand is expected to rise to 300,000 to 400,000 tons in 2025, showing a exponential growth trend. In the first half of the year, the company’s photovoltaic glue operating revenue increased by 162% year-on-year. It is expected that the release of new production capacity in the second half of the year will promote rapid sales growth.
Huachuang Securities believes that insufficient power in various places has hindered furnace production, and it is expected that subsequent tight supply will continue until 2022 Before the hydropower peak season arrives in April 2020, the price of metallic silicon will continue to rise; the price increase of organic silicon is mainly driven by the cost of metallic silicon. Looking forward, the domestic demand market is approaching the “Golden September and Silver Ten” peak seasons. In September, some manufacturers plan maintenance, supply and demand It is expected to be further tightened and continue to push up silicone prices. </p
