In this week, there was a downward trend for more than half a month, and finally showed a rebound trend. Stimulated by the continuous profit sharing of monomer factories, the demand suppressed in the early stage was released last week. Because the DMC offer stopped falling and rebounded, some monomer factories also ended the situation of eight consecutive falls. After the correction of 700 yuan / ton at the weekend, the offer continued to rise by 300 today. At present, under the buying up mood, The monomer factory has better delivery, especially the year-end goods preparation of silicone rubber factory should be put on the agenda, the monomer factory has increased confidence, and today the mainstream quotation is rising steadily. The mainstream quotation of DMC is 24000-25000 yuan / ton. With the help of DMC, raw rubber, silicone oil and 107 rubber are also expected to rise steadily.


From the supply side, the quotation of chemical grade metal silicon fell slightly by 100 yuan / ton yesterday. Now the quotation of chemical grade metal silicon 421# Huangpu port is 22700-23200 yuan / ton. The decline has slowed down significantly, and the cost has little impact on the monomer plant. In terms of devices, the northern region may have negative expectations due to the impact of the Winter Olympics, which may boost the price of silicone to a certain extent. At present, the inventory pressure of the monomer factory is small, and there is even the phenomenon of disk sealing. It is expected that the price will stabilize in the last ten days of 2021.


From the demand side, under the market atmosphere of buying up but not buying down, the enthusiasm of manufacturers in the middle and lower reaches for pre holiday goods preparation has improved, mainly superimposing the wait-and-see in the early stage, the inventory in the middle and lower reaches has been digested more, and the warehouse is at a low level. Therefore, the power of replenishment in the middle and lower reaches is more optimistic, some traders also prepare goods appropriately, and the on-site trading atmosphere is slightly active. However, can this rebound continue to 2022, Finally, it depends on how orders are received after the downstream just needs to replenish their positions.


In general, the overall market of silicone has been weak for a long time, and the market has just sent a price rise signal. Whether it is speculation or the actual inventory pressure is small, it is also a relative good for the current market. Although the current silicone glue and high-temperature glue are generally shipped, and the bidding pressure still exists, many people in the industry doubt the sustainability of the current price rise. However, stimulated by the pull-up, combined with the demand for replenishment before the end of the year, the upstream releases the closing signal, and the manufacturers with low inventory are naturally unable to calm down. In the short term, it is expected that the DMC price will continue to rise slightly, and the price stability can be expected!