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The decline deepened! DMC and raw rubber fell by 2000! Silicone will fully enter the era of 20000 +?

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With the increasing pressure of the imbalance between supply and demand in the raw material metal silicon market, the metal silicon market continued to be weak, and the decline of cost focus gradually increased its influence on the DMC market, so that some DMC monomer plants were "Waterloo" again yesterday, with a sharp drop of 2500 yuan, and then a small correction of 400 yuan / ton at noon. Finally, the quotation was 27400 yuan / ton, and the other mainstream monomer plants fell steadily and secretly, The quotation is generally reduced by 1000 yuan / ton. As of December 6, the mainstream quotation in DMC market is 27400-30000 yuan / ton. Raw rubber generally fell by more than 2000 yuan, with a quotation of 32000 yuan / ton. According to market rumors, the transaction price of individual raw rubber factories to core customers is less than 30000 yuan.


From the supply side, the operating rate of DMC market is stable. According to various consultations of Xiaobian, the units in Hubei are planned to stop maintenance at the end of December, and the supply of goods in the market is sufficient. Due to the surge of market bearish sentiment, the follow-up of the middle and lower reaches of the market is slow, the demand side is weak, the price of metal silicon is falling, and the new capacity is increasing full horsepower for trial production, and the overall market is in a state of oversupply. In order to reduce inventory, the phenomenon of bidding tends to be obvious. In the short term, there is too much pressure on the supply side, and some monomer factories may launch a series of promotion combinations.


From the demand side, the downstream has long been numb to the operation of raising and promotion. Some monomer factories rebounded after falling yesterday, and the market procurement atmosphere is still depressed. At present, the middle and downstream enterprises generally believe that the DMC price will fall to 25000 yuan / ton, so they continue to watch carefully and suppress the procurement demand. As the end of the year approaches, the terminal demand is expected to weaken, the traders' goods preparation also tends to be calm, and the overall market lacks vitality.


At present, the cost and demand of DMC are both bad, and the downstream soft and hard do not eat, which has led to a significant reduction in the discourse power of monomer factories in the near future. The main reason is still affected by the weakening of the market, and it is difficult for monomer factories to be alone before the terminal demand recovers. Will there be another fierce fairy fight in the short term? At present, we can only wait and see the change. It is expected that silicone is expected to fully enter the era of 20000 +!

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