Yesterday, individual monomer factories first fell by 600 and then rose by 500. There were two prices a day. First, the opening price fell below 30000 yuan, and the quotation was 29600 yuan / ton. At noon, they recalled 500 yuan / ton, and the quotation was 30100 yuan / ton. This sudden fall and rise shocked the middle and downstream manufacturers. They thought they would not cut my leeks again. It really hurts. In the current unpredictable market, the middle and downstream purchasing mentality is cautious.


In addition, the chemical grade metal silicon continued to weaken. Yesterday, the quotation of chemical grade metal silicon 421# Huangpu port was 38000-40000 yuan / ton, with a daily drop of 2000 yuan / ton. It is understood that today, the mainstream monomer factories will release new prices. We will wait and see whether the operation of some monomer factories will interfere with the mainstream offer.


Recently, the silicone industry chain has been differentiated. High temperature glue and room temperature glue have two days of ice and fire, and silicone oil and 107 glue are also very different. From the supply side, at present, the mainstream monomer DMC still adheres to 32000 yuan / ton, which supports the market inventory of silicone oil and 107 glue. This week, silicone oil and 107 glue operate stably. At present, the mainstream quotation in silicone oil market is 38000-40000 yuan / ton, and the mainstream quotation in 107 glue market is 32000-32500 yuan / ton. The price fluctuation is not big, but the trading atmosphere is obviously different.


First of all, the price of imported silicone oil is still high. Due to the decline in the output of foreign monomers, the production of Zhangjiagang unit is also mainly supplied to the foreign market, and there are few sources of goods for domestic agents. According to the customs data, the total import of primary shape polysiloxane from January to September was 104800 tons, a year-on-year decrease of 4.84%. In the following December, Zhangjiagang plant has a maintenance plan. It is expected that the source of imported silicone oil will be difficult to improve in the short term, and the price will also remain high, which is conducive to the order receiving of domestic silicone oil enterprises.


From the demand side, the downstream silicone rubber continues to be depressed, especially the large households are seriously damaged and the consumption of high price inventory is slow. However, the small and medium-sized silicone rubber factories have less high price inventory, which can take the opportunity to make efforts, resulting in a passive situation for large silicone rubber manufacturers. Therefore, they are not interested in making profits for monomer factories. At present, the transaction of 107 rubber is poor. It is understood that the prices of 107 rubber and DMC of some manufacturers are still upside down, The subsequent monomer plant may reduce the production of 107 glue.


In the silicone oil market, although the domestic demand is general, overseas orders are hot. According to our understanding, many silicone oil enterprises have received considerable orders, and the orders are scheduled to the middle of December. In the short term, the market of silicone oil and 107 glue is still differentiated. The hot effect of silicone oil on the market remains to be seen, and the operators are bearish in the future. It is expected that the weak game of 107 rubber market will be sorted out next week, and the silicone oil will operate stably. Today, we need to focus on the quotation of mainstream monomer factories.