Raw rubber rebounds! The market sentiment has quietly turned, and the organic silicon industry chain has received a key signal. On Wednesday, the organic silicon market showed a significant differentiation trend, with DMC prices remaining stable at 10700-12300 yuan/ton. The raw rubber market was the first to bottom out and rebound, becoming the focus of attention in the industry. After a long period of observation and destocking, middle and downstream rubber mixing enterprises generally judge that the price has reached the bottom of the stage, and the space for further downward exploration is limited, with a significant increase in purchasing willingness. The concentrated release of market demand for replenishing inventory has led to a surge of orders from multiple mainstream rubber companies. It is reported that the highest daily trading volume has exceeded 5000 tons, reflecting the rapid recovery of confidence in the rubber market.
With the increase in transaction volume, rubber manufacturers have adopted a strategy of raising prices, and some companies have suspended accepting orders at low prices, even closed down sales, to control the pace of shipments. There has also been a substantial rebound in prices. In yesterday's market transactions, some raw rubber prices have rebounded to around 12000 yuan/ton, with an increase of 300-500 yuan/ton, showing a significant rebound from the previous low.
This round of rebound in the raw rubber market is partly driven by downstream demand for replenishment, and also reflects the market's reassessment of cost support and future demand. Against the backdrop of sustained high production costs and incomplete recovery of equipment operating loads, the bottom support for raw rubber prices is gradually emerging. However, the medium to long term trend still depends on the actual recovery of terminal demand, especially the progress of order recovery in key areas such as civilian silicon product consumption, new energy, and electronic appliances.
Market insiders say that it remains to be seen whether the current rebound in raw rubber is sustainable. It is recommended that industry enterprises stock up reasonably and closely monitor the dynamic changes on both sides of supply and demand.