Concentrated down 1000-1500, raw rubber fell to 32500107, and rubber reported 31500! Silicone oil temporarily stable operation
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From the supply side, the market decline tends to be obvious, especially the delivery of 107 glue is difficult. Since the first two weeks, 107 glue and DMC have continued to hang upside down. Although some monomer factories have reduced the production of 107 glue, the depressed transaction atmosphere has led to the failure of manufacturers to effectively release the accumulated pressure in the past two months. In the short term, in order to stimulate large downstream households to prepare goods before the year, Perhaps a wave of depth is needed to make profits.
In contrast to the silicone oil market, the domestic and foreign markets continue to differentiate. Due to the shutdown and maintenance of Zhangjiagang plant, the supply of foreign brands is reduced again, and the price of domestic silicone oil is still high, which is conducive to domestic silicone oil enterprises to receive export orders. At present, the order scheduling of domestic silicone oil enterprises is still optimistic. However, the overall domestic silicone market showed a downward trend. The domestic demand for silicone oil was poor and the transaction was depressed. In order to protect domestic customers, the quotation was also appropriately reduced with DMC. Therefore, in the short term, the domestic sales and export quotations of silicone oil enterprises are different.
From the demand side, in the downward trend, the preparation of silicone rubber must be on the sidelines, and the current decline has not yet reached the psychological expectations of middle and downstream enterprises. In addition, the market is in the traditional off-season of demand, middle and downstream enterprises remain cautious about preparation. In short, the wait-and-see of downstream demand is transmitted to the raw material end, and the demander has the upper hand in the game. In the short term, the silicone market generally fell, and it is difficult to maintain price stability. At present, the social warehouse and factory warehouse are actively shipping, and th