Half a week later, the organic silicon market maintained a stable trend. At present, the purchasing willingness of midstream and downstream enterprises is relatively flat. After the phased stocking is completed, the market enters the inventory digestion stage. However, as the end of the month approaches, individual factories may gradually reduce supply. Therefore, in order to ensure normal production in the future, most midstream and downstream enterprises still have a certain demand for replenishment before the holiday, which supports upstream prices. In terms of individual factories, with strong support from pre-sale orders and new orders following up during the downstream winter storage period, there is a strong intention to maintain a stable quotation. Currently, the DMC quotation remains at 13800-14000 yuan/ton.
In the future, with the further increase in the reduction of negative load in February and the continuous release of downstream pre holiday stocking demand, the price of organic silicon is expected to rise again under the joint action of supply and demand, and the market may gradually enter a recovery cycle.
Raw rubber market: Currently, raw rubber enterprises are gradually digesting the previous price increase, and the quotation remains stable at 14800~15000 yuan/ton. On the supply side, there is an expectation of supply contraction among individual factories, and the production of rubber equipment is decreasing synchronously. At the same time, the self use rate of several large factories continues to increase, and there is a strong upward trend in prices. Coupled with the support of pre-sale orders, the overall shipping pressure in the industry is not significant.
In terms of demand, against the backdrop of weak terminal demand, the stocking attitude of rubber mixing enterprises is cautious. However, in order to avoid delivery delays caused by logistics restrictions in the future, most enterprises are accelerating production and delivery arrangements, and conducting small batch spot purchases from surrounding rubber factories, which has led to a rebound in trading volume. In addition, after a round of price increases, the leading raw rubber still maintains a certain advantage over other raw rubber, and the competitive landscape has not changed significantly. Orders are still mainly from leading enterprises, and the overall situation remains differentiated.
In the future, the current production load of raw rubber is not high, and the pre holiday stocking of rubber mixing enterprises is still ongoing. However, under high prices, there is a low willingness to hoard goods on a large scale, and many parties are holding onto essential purchases. It is expected that the short-term raw rubber market will continue its stable to strong trend.