Unified increase of 500+! DMC report 13xxx! Raw glue, 107 glue, silicone oil The whole line is red! Quick look!
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Entering mid December, the organic silicon market is expected to continue its upward trend under the continuous optimization of supply and demand structure. Looking back at last week's market situation, with the acceleration of the collaborative repair process between upstream and downstream enterprises, the market transaction activity has significantly improved, and the market has ushered in the comprehensive launch of the second round of upward trend, DMC、 The prices of raw rubber, 107 rubber, silicone oil, etc. have all increased by over 500. Driven by the upward trend, midstream and downstream enterprises have made some replenishment, but they are still cautious about the current high prices and will replenish their inventory in batches according to demand. The interaction between them and individual factories is gradually shifting from game theory to synergy. In addition, a 30% reduction in emissions has been implemented during off peak periods, and there are signs of improvement in the market supply and demand structure. Fundamental support is gradually strengthening. At the same time, some mid to downstream enterprises have low inventory levels due to continuous bearish views in the early stage. Currently, there is a strong demand for replenishment. Under this favorable situation, high priced new orders in the market are still gradually being released, coupled with pre-sale orders from individual factories in the early stage, and there is sufficient confidence in upstream consensus to raise prices. In the short term, as the upward trend gradually spreads to end-users and industry self-discipline and emission reduction continue to strengthen, if the conversion of high priced new orders in the middle and lower reaches remains good, the second round of upward trend will be quickly accepted by the market. Therefore, under the pressure of another cost increase, although silicone adhesive issued a price increase letter of 10-20% in November, it has rebounded since November, DMC、 107 glue and silicone oil have surged by 2500-3000 yuan. With the current increase in raw material prices, it is expected that a new round of price increase letter for silicone glue in December will be released ...