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Aluminum, glass, sealant... After the "tiger" in 2022, raw materials rise again

Views:488 Author:Site Editor Publish Time:2022-02-15 09:21:37 Orgin:Site
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The news of "housing without speculation" and "real estate tax pilot" in the real estate industry have become a high-frequency topic for people after dinner; As small as the delay in the loan of buyers, as large as the huge amount of project funds and loans, the shortage of funds clearly reveals a trace of the breath of "cold winter" of the industry. However, in the door and window curtain wall industry, the word "price rise" seems to have become a more popular "keyword" in the past year.

Not to mention the rise in labor costs and transportation costs! From the aluminum ingot of aluminum alloy profile, the raw sheet of building glass, DMC and 107 of sealant, to nylon and PVC of heat insulation strip and sealant strip, every raw material is rising.


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At the beginning of the year of the tiger, the upstream and downstream enterprises of the door, window and curtain wall industry chain began to start construction one after another. Not only the delegations of the "Winter Olympics" countries, but also the shortage of raw materials in the manufacturing industry and the concurrent sharp rise in prices. The problem of supply and demand balance, which was expected to be solved by the end of 2021, was unexpectedly just started in 2022, It immediately overturned the "pressure cooker" of price rise in the whole industry.

The first is the price of aluminum. On the eighth day of the first month (February 8), the international aluminum price hit the highest level since 2008, driven by investors' concerns about tight supply and falling inventories. At 1743 GMT, the London Metal Exchange (LME) index period aluminum rose 1.6% to US $3183.50 per ton, having previously risen to US $3236.

At the same time, China curtain wall network alwindoor Com shows that China's aluminum production accounts for more than half of the world's supply. Due to China's restrictions on production to reduce pollution, the price of light metals used for packaging and transportation increased by 42% in 2021 and about 14% in 2022.


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Coupled with the following incentives, the domestic aluminum price presents a "V-shaped" reversal trend:

First of all, on the eve of the Beijing Winter Olympic Games, aluminum production decreased significantly in order to improve air quality;

Secondly, China's aluminum producing city, Baise, Guangxi, has erupted in COVID-19 and Baise has entered a blockade, exacerbating the supply of concern. Although the local industry association said that the aluminum production in Baise remained stable, the traffic disruption has begun to have an impact.


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In addition, data from major exchanges at home and abroad show that whether LME or Shanghai futures trading, inventory has fallen to a new low over the years. From this point of view, in the short term, the situation of "aluminum" hitting a new high again is unstoppable……

The price of building glass, another main material related to doors, windows and curtain walls, as its main raw material - raw film, is like a tiger going down the mountain in February 2022. It is fierce and uncontrollable!


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Today, the spot market price of float glass in China is rising as a whole. It is expected that the resumption of work and production in the market will continue to be promoted gradually, and with the commencement tide of real estate and construction industry, all regions are still willing to raise prices.

According to the latest data of the National Bureau of statistics, the average price of float flat glass (4.8 / 5mm) in mid January 2022 was 2100.3 yuan / ton, up or down 37.4 yuan / ton compared with the previous period, up or down 1.8%. The following is the quotation information from some original film enterprises (February 2022).

Qibin (Changxing, Pinghu, Shaoxing) base

On February 7, the price of white glass products was increased by 3 yuan / heavy container, and there are still plans to increase in the future.

Qibin (Liling) base

On February 7, the price of white glass products was increased by 2 yuan / heavy container.

Xinyi Glass (Tianjin, Deyang, Wuhu, Zhangjiagang)

On February 7, the price of white glass products increased by 40 yuan / ton, and there are still plans to increase in the future.

Xinyi Glass (Yingkou)

On February 7, the price of white glass products increased by 80 yuan / ton, and there are still plans to increase in the follow-up.

Taibo Donghai

On February 7, all thickness white glass products were increased by 2 yuan / heavy container.

Jinjing Tengzhou

On February 5, white glass and color glass products were raised by 2 yuan / heavy container.

On February 7, white glass and color glass products were raised by 2 yuan / heavy container.

On February 11, it raised 3 yuan / heavy container again, and there are still plans to increase in the future.

Kaisheng Jinghua

On February 9, all products were increased by 3 yuan / heavy container, and there are still plans to increase in the future.


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More news from "China glass network": the spot market price of domestic float glass is rising as a whole. Most enterprises in Shahe have started work, the market sales price of some specifications has increased, and traders have delivered goods one after another.

Some enterprises in East China and most enterprises in Central China generally increased by 40-60 yuan / ton, and the overall shipment in East China market was general;

The shipment of some enterprises in Central China can reach balance or above, and the shipment has weakened due to the recent snow weather;

Some enterprises in South China increased by 40-100 yuan / ton, of which the shipment of enterprises in Fujian was limited due to the general failure of vehicle transportation and downstream deep processing;

In the southwest and northwest regions, although enterprises have successively issued price increase notices, the shipment of enterprises is weak because most of the downstream have not started.

As the main material for weatherproof sealing of building doors and windows and bonding of glass curtain wall structure - building sealant, its raw materials DMC and 107, how to deduce the recent price? China curtain wall network alwindoor Relevant data collected by COM:

During the Spring Festival holiday, the main raw material manufacturers of DMC, 107 and other sealants made efforts to stabilize the production and supply of relevant products and scientifically arrange the production and sales. The daily output, supply and shipment of raw materials were higher than that of the same period in previous years. Suggestions from the global silicone network: "enterprises that seal the demand side of collagen materials should carefully analyze the current supply and demand situation, strictly control market speculation, ensure the stable and orderly development of the market and ensure that the price of raw materials operates within a reasonable range."

 

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Organosilicon reference price on February 10, 2022 (holder)

New material DMC: 31-31.8 yuan / kg

Cracking DMC: 27-28 yuan / kg

Silicon metal: 21.8-23 yuan / kg

Domestic D4: 32-33 yuan / kg

New material 107 glue price: 31-32.5 yuan / kg

Cracking 107 glue price: 28-29 yuan / kg

Price of new raw rubber: 32.5-32.8 yuan / kg

Fumed silica: 33-37 yuan / kg, goods tight

Price of precipitated glue: 26-28 yuan / kg

Price of vapor phase glue: 34-35 yuan / kg

Dimethyl silicone oil (domestic): 34-36 yuan / kg

Cracking material silicone oil: 30-31 yuan / kg

Dow silicone oil: a single discussion

Xinyue silicone oil: 40-41 yuan / kg

Wacker silicone oil: 40-42 yuan / kg

According to China curtain wall network alwindoor Com learned that the operating rate of raw material production enterprises increased significantly. Due to the smooth operation of new DMC production capacity, many sets of DMC units were restarted during the Spring Festival, the enthusiasm of DMC enterprises to start construction rebounded, the load of many sets of units increased during the Spring Festival, and the supply pressure in the market was large. However, the enthusiasm of the downstream to pick up and inquire about goods is not high, and the inventory of some enterprises has increased. After the rapid price rise of 23% before the festival, the enthusiasm of downstream procurement after the festival is not ideal.

Since the seventh day of the first month, with the continuous commencement of upstream and downstream enterprises, the output of individual enterprises in various regions has rebounded rapidly. At present, it has basically returned to the pre holiday level, and the inventory has increased compared with that before the year. The middle and downstream consume more raw material inventory before the year, and actively deliver the pre-sale orders in January.

Finally, let's take a look at the raw and auxiliary materials related to thermal insulation materials! During the long Spring Festival holiday in the year of the tiger, under the influence of multiple factors such as the suspension of the largest shale oil production in the United States caused by the snowstorm and severe cold weather in the United States, the continuation of geopolitical tensions and the poor prospect of OPEC production increase, the international oil price hit a seven-year high, and both American oil and oil distribution reached a high of $93 / barrel. High international oil prices have brought strong cost support to large quantities of chemical raw materials. At the same time, superimposed on the rapidly rising market demand after returning from the long holiday, including PVC, rubber and other materials, they also ushered in a general rise and sharp rise on the first day after the Spring Festival of the year of the tiger.


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Among them, the average price of PVC in the national mainstream market rose and fell within 4 trading days, but the increase was significantly greater than the decrease. The price was more than 9000 yuan / ton, and the overall upward trend was obvious. The average price of rubber in the national mainstream market only rose but did not fall within four trading days. At present, it has risen to 16657 yuan / ton.

Nowadays, many material purchasers in the door, window and curtain wall industry are shocked when they turn on their computers and refresh their mobile phones every day: Notice of price increase; Even the circle of friends is full of all kinds of notices of price increases and price adjustments, as well as all kinds of jokes about price increases! However, upstream Party A's father, including the boss of individual enterprises, can only hope that the procurement cost will drop again and again regardless of the price rise of the supplier.

Therefore, China curtain wall network alwindoor Com suggests that as the production enterprise of aluminum profile, building glass, sealant and other materials, especially the person in charge of the procurement department, we should first understand the production raw materials of various materials and summarize their main upstream raw materials. The price, trend and market analysis of these raw materials will be a compulsory course every day, and we should control the market of raw materials, As clear as the raw material supplier.

In addition, make full use of the strategies to save procurement costs, including value analysis and value engineering, active and sufficient negotiation, leveraged procurement, joint procurement and other means. At the end of the mountain, there is no doubt that there is no way. There is no way to go. It is not a solution to try to investigate and visit and seek new supply channels.

At the same time, crisis, danger and opportunity coexist! Because of the rising prices of raw materials, many relevant enterprises, especially manufacturing and processing enterprises, have begun to complain. There are only two ways to deal with the rising prices of raw materials!


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1、 Close down, even sell factories, collect money and invest in old-age care. The trust has won more than 6% of the stock market, but is there any problem with the property market

2、 Make a brand! Brand strategy is a necessary means for many enterprises to become bigger and stronger. Brand effect can deal with the impact of various adverse factors such as the rise of raw materials, talent flow, labor cost and so on. After all, when the products are just needed, excellent enterprises in the door, window and curtain wall industry will always survive. In addition, with the way of product customization and digital intelligent manufacturing, through R & D and innovation, we can truly realize the unique requirements of customers in the real estate and construction industry. The market is unique. Who do you not look for?


Source: China curtain wall network



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