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合盛硅業(603260.SH)漲近5% 有機硅價格半月內漲近10%
格隆匯 12-17 10:44
格隆匯12月17日丨A股市場有機硅概念股上漲,其中,合盛硅業(603260.SH)漲近5%,硅寶科技(300019.SZ)漲超2%,魯西化工(000830.SZ)漲近2%。 12月4、5、6、9日,有機硅DMC廠家報價相繼上調300-600元/噸。12月12日,價格再次推漲,魯西化工有機硅DMC出廠報價再次上調1000元/噸左右,執行18700元/噸淨水含税送到價格。山東東嶽、山東金嶺DMC價格接近19000元/噸附近。至此,主流地區有機硅DMC市場均價報18500-19300元/噸,較12月初漲近10%。 據悉,目前工廠庫存幾乎銷售一空,有機硅DMC部分貨源被搶光,華南華東地區多家貿易商紛紛表示所有庫存賣光。機構分析,受到前期單體企業輪番檢修影響,DMC整體庫存較小,進入冬季後,北方單體企業受到環保壓力的影響,生產受到一定限制,開工率低,供應量減少,疊加下游終端春節前備貨增加,多重利好因素推動價格走高。
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