Precipitation white carbon black market: On the raw material side, the overall stability of the sulfuric acid market is maintained, with tight supply and demand balance in the market, and prices continuing to operate at high levels; In terms of soda ash, due to slow progress in signing new orders and a relatively quiet market atmosphere, prices have remained weakly stable. In terms of demand, downstream silicone rubber companies have been stocking up due to the recent upward trend, but the boost is limited due to weak terminal demand. Currently, the main focus is on digesting orders, and the enthusiasm for purchasing white carbon black is not high. At present, the quotation for precipitated white carbon black used in silicone rubber is 6300-7000 yuan/ton, and it is expected to continue weak and stable operation in the short term.
Gas phase white carbon black market: On the raw material side, the market for methyl and tetrachlorosilane continues to operate upwards, providing strong support for gas silicon prices. This week, the high-end quotation for 200% gas phase white carbon black remained at 25000-28000 yuan/ton, while the low-end quotation was 18000-20000 yuan/ton. On the other hand, downstream enterprises have their own purchasing rhythm and are steadily stocking up with gas silicon plants. In addition, the liquid adhesive market continues to grow, and gas silicon orders have performed well. It is expected that the market will continue to operate well in the short term. Overall, the "Golden Three" is coming to an end. This month, with the joint production reduction of individual factories, the upward trend has driven several rounds of phased replenishment actions. However, in reality, the demand side has not improved significantly. Everyone has made early layouts based on the expectation of price and supply reduction, rather than positive feedback from orders from bottom to top. Therefore, in the stage of stabilizing after the rise, middle and downstream enterprises still lack confidence in the future market. Under a cautious and wait-and-see attitude, the atmosphere of high-level transactions is still quiet. At the end of March, the organic silicon market is still immersed in digesting the rise, and it is expected to launch a new round of price promotion after the Qingming Festival! The range is around 500 yuan/ton, and DMC is expected to exceed 15000! However, after the rise, the downstream conversion ability still needs to be tested.