Methyl silicone oil is still the main variety of silicone oil at present
Chinese silicone oil products are mainly concentrated in the middle and low end, mainly methyl silicone oil and hydrogen-containing silicone oil, mainly following the domestic monomer production capacity supporting the birth, of which methyl silicone oil production capacity accounted for around 56%, hydrogen-containing silicone oil and vinyl silicone oil production capacity accounted for around 15%, respectively. Methyl silicone oil is the most typical and common silicone oil product. In the domestic commodity name 201 series; the main models of U.S. Dow are PMX-200 series; the commodity grade of Germany Wacker is AK series; the commodity grade of Japan Shin-Etsu is KF series.
Methyl silicone oil fell with the line, but compared to the high level
In 2021, domestic dimethylsilicone oil prices experienced a period of narrow oscillation to a high rate of increase. During the year, the main downstream textile, daily chemical and silicone adhesive industries performed generally, and the downstream of dimethylsilicone oil lacked strong support, and silicone oil prices mainly followed the changes in raw material prices. However, in the second half of the year, supported by the tight supply and demand of silicone oil, the decline has slowed down, while the price difference with the raw material DMC gradually widened, compared with the parallel product silicone rubber (13035, -295.00, -2.21%), its profit level is high, as of mid-December, domestic methyl silicone oil prices fell to 32000-33000 yuan / ton, and the price difference with the domestic DMC reached the level of 7000-8000 As of mid-December, the price difference between domestic methyl silicone oil and domestic DMC reached 7,000-8,000 yuan, and the normal price difference between the two is mostly 2,000-3,000 yuan/ton.
The reason for this situation, Zhuo Chuan information analysis, on the one hand, 2021, under the influence of the epidemic, foreign monomer and silicone oil production unit start stability decline, parking and lower negative time than in previous years, foreign brands of silicone oil production decline, the global flow of supplies to reduce the amount of international orders flow to the domestic, support the optimism of silicone oil export orders, and foreign customers to the high price of silicone oil acceptance better domestic market. On the other hand, foreign silicone oil manufacturers due to the high purchase price of silicon metal raw materials, resulting in its high cost of silicone oil, price cuts did not follow the domestic silicone oil prices, the current domestic agents bulk running range of 45,000-50,000 yuan / ton, but also to support the high price of domestic silicone oil.
Multiple shortcomings, methyl silicone oil short-term compensatory decline is dominant
At present, the silicone oil market is a mixture of good and bad. Raw material DMC prices close to the cost line, some companies have fallen into losses, is expected to short-term DMC prices fall sharply limited space, the cost of silicone oil is expected to stop falling. Overall, it is expected that the short-term silicone oil prices are still trending down, and the price is expected to gradually return to the normal price range with DMC.
