Not surprisingly, the chemical market has gone from September to now.Even if the downstream Shouting “can’t afford”, upstream raw materials still did not stop up the pace.

Giant sudden diagnosis, the factory production!

Expected impact on global shipments!

As winter approaches, all sectors of the world are on the alert to avoid another coVID-19 outbreak.

On November 29, SK Hynix Semiconductor, a large semiconductor factory in Chongqing, was confirmed by an employee, which led to the closed management of the factory and the overnight nucleic acid testing of all employees.SK Hynix so stop production, restart time to be determined.

It is reported that SK Hynix’s chongqing plant accounts for 40% of SK Hynix’s annual production of flash memory products and is the world’s largest overseas packaging and testing base.If it stops production, it will affect global shipments.

Giants due to the outbreak of unexpected production, the downstream leading supply shortage began to crazy price.Integrated before stMICROelectronics ST strike and the Japanese wafer plant fire, the chip industry has begun a crazy surge.Related chemicals have also started the magic rally.

All over the place!Chemical madness continues!Up 90%!

With the arrival of 5G and the addition of a number of semiconductor factories, its related raw material “silicon” has come into focus again.Recently, organosilicon materials (silicone gel, silicone resin) have been widely used as semiconductor packaging materials and insulation materials for electronic and electrical components.

According to data monitoring, there were 37 kinds of chemical bulk commodities that rose month-on-month last week, among which the top three were organic silicon DMC(25.49%), epoxy resin (10.62%) and trichloromethane (8.16%).

I believe I believe your organic silicon: Go up by 10,000 a month, Break through 35,000 yuan for organic silicon!

According to monitoring, silicone since September, up more than 90%!The recent offer is more than 35,000 yuan.Compared with November 23, organic silicon rose by more than 7,500 yuan/ton, with a weekly increase of more than 25%.Compared to the beginning of the month, the average price of organic silicon rose nearly 13,000 yuan/ton.

In the short term, the demand for organic silicon is still rising.However, due to the long-term shortage of organosilicone and its position at the high level, many downstream manufacturers stopped accepting orders due to the difficulties in purchasing. The strong resistance sentiment in the downstream and the problem of production suspension appeared at the beginning. Subsequent organosilicone is expected to maintain the high level consolidation and is expected to be reduced.

I believe I believe your epoxy resin: break the 30,000 mark!

Downstream demand increased, epoxy resin continued to go high, east China region price exceeded 30,000 yuan.On December 1, bisphenol A continued to rise, while epoxy resin prices remained high.However, the downstream epoxy resin is purchased according to the rigid demand, and it is expected that the epoxy resin will be operated in a high position in the short term.

I believe I believe polyacrylamide: environmental production halt, up 1000 per ton!

Due to environmental pollution control in Henan, some manufacturers have stopped production, and the water treatment industry has begun to rise.On November 23, Eisen China issued a polyacrylamide price rise letter, open the pattern of polyacrylamide rise.

The upstream acrylonitrile was delayed to restart due to the equipment overhaul, and the quotation continued to rise. As of December 1, the acrylonitrile in east China rose another 150 yuan/ton.Now because of environmental protection, polyacrylamide has caused a large number of factories to stop production, stacking downstream demand increase, impact polyacrylamide rise.It is expected that in the short term, polyacrylamide is still rising.

I believe I believe titanium dioxide: re-send the price increase letter!Another 1000 yuan/ton!

Titanium dioxide double hair price letter again!Guanghua jun has been unable to remember, titanium dioxide in the end sent how many times the price letter
* Source: Price increase letters from enterprises

According to the market news, titanium dioxide increased again by 700-1000 yuan/ton.At present the market trading atmosphere is good, supply shortage, the market center of gravity is moving up.Downstream manufacturers follow the market, as needed to replenish stock.Titanium dioxide is expected to remain high in the short term consolidation.

2020, up to the end of the year!

Severe shortage of goods, epidemic prevention, environmental protection and other work is progressing, it is expected that the rise is expected to continue until the end of the year.In addition, the arrival of snow, freight costs increase, is expected to short – term chemical market price rise is still strong, friends in time to stock oh.