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Face the 'equivalent tariffs' directly! DMC、 The high price of raw rubber is highly tested!

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Entering Friday, the silicone market still showed a weak trend. At present, after adjusting the quotations of individual factories, there is a clear downward trend and a hidden upward trend. Downstream enterprises are bearish and frustrated, and their wait-and-see mentality is becoming increasingly severe. Moreover, due to the poor performance of terminal consumption ability, downstream enterprises are more resistant to the current high costs of bidding for shipments, and their purchasing mentality is average. In terms of individual factories, there is currently a lot of pressure to accumulate inventory. Although some companies still have support under pre-sale orders, demand expectations are not strong, and the performance of destocking in the first half of the year is still weak. Under the impact of production reduction and price for quantity actions, downstream warehouse construction performance is not optimistic. It is understood that after Wednesday's price adjustment, there was almost no response from downstream, and individual factories are still mainly negotiating. Yesterday's DMC quotation was 13900-14000 yuan/ton, and the transaction price is still around 13500 yuan/ton, and the phenomenon of secret bidding still exists. On the cost side: On the supply side, there has been relatively little change in the national production rate. Except for the northern large factories that have resumed production as planned, other manufacturers have no intention of resuming production, resulting in an overall increase in supply. On the demand side, the production of polycrystalline silicon is relatively stable, and demand remains stable; The production reduction plan for organic silicon monomer factories is gradually being implemented, and the subsequent reduction efforts may be further increased, resulting in a decrease in demand for industrial silicon. Overall, there are expectations of an increase in industrial silicon supply and a decrease in demand. The fundamentals of supply and demand have not improved significantly, and inventory pressure remains high. This week, the spot price of industrial silicon has slightly declined, and market transactions have been light. The market has fallen below 10000 yuan due to an imbalance between supply and demand, further exacerbating market pessimism. It is expected that prices will continue to fluctuate within the bottom range.

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