After experiencing the roller coaster market, the domestic silicone market rebounded as scheduled last week. Upstream, the metal silicon market continued to fall, alleviating the shrinking profit of silicone monomer factory. On the supply side, affected by the oversold in the downstream market in the early stage, the low-end DMC once reduced its price to 28000 yuan / ton last week. Thanks to the increase of bottom reading and warehouse building in the raw rubber market, it has formed reverse support for the DMC market. Monomer factories have stopped falling and returned to rise, and their confidence in supporting prices has increased.


At present, after a dismal wait-and-see period, the market has also ushered in a wave of replenishment, including those who just need to purchase and those who hold high inventory. They hope to copy the bottom and lower the average price of the overall inventory. It can be seen that after the inventory transfer of monomer plants, the supply of goods in the short-term market is still relatively loose. Can the road of silicone recovery be stable?


Last week, 107 glue rebounded. Affected by the recovery of DMC, the increase of on-site orders, the reduction of inventory pressure of monomer factories and the mentality of buying up but not buying down, the enthusiasm of downstream procurement has changed, and the low price competition in 107 rubber market has gradually decreased.


From the demand side, the silicone rubber is generally running light and there is a positive stock phenomenon, but the trading volume is difficult to increase significantly. In particular, recently, there have been continuous thunderstorms in real estate enterprises, some construction projects have been suspended, and with the cold weather, the demand in the northern region has decreased, and the terminal demand side is still weak, which affects the delivery speed and order receiving volume of silicone rubber manufacturers, As a result, the manufacturer's high price 107 glue inventory has not been fully digested. Therefore, silicone glue enterprises are bearish about the future market, and most of 107 glue is just needed to purchase.


On the whole, 107 glue manufacturers are still facing the pressure of inventory downward transfer. It is expected that the transaction price of 107 glue will remain stable in the short term due to DMC price transmission, but under the pressure of the demand side, it is still difficult for the price to rise.


Silicone oil market: last week, the methyl silicone oil market was stable, the demand was eased compared with the previous low, and the market trading volume began to pick up. Although it was different from the same period in previous years, the price stabilization mentality of methyl silicone oil enterprises was strengthened, and the bearish sentiment in the downstream also slowed down,


The price of imported silicone oil remains high, but the agent has appropriately reduced the quotation due to different channels when it is difficult to clinch a deal at a high price. In the following December, the Zhangjiagang factory had a maintenance plan. In the short term, Dow and wacker still had few goods in circulation in China.