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DMC up 800, raw rubber down 500! The mixed rubber fell to 21500 yuan / ton! The silicone operation is coming!

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Recently, the silicone market fluctuated in various games. Yesterday was another wave of divine operation. First, DMC of individual monomer plants continued to rebound, with the opening price of 24000 yuan / ton and the final transaction price of 24500 yuan / ton, an increase of 800 yuan / ton compared with the 19th. Just when everyone thought that a stable rebound could be expected, another heavy hammer hit the market in the mainstream rubber mixing plant in East China, and the quotation of rubber mixing was reduced to 21500 yuan / ton. The downstream manufacturers who originally planned to prepare goods retreated again. The confidence of mainstream monomer manufacturers in supporting prices was impacted to a certain extent, and the quotations of various products fell steadily.


Raw rubber Market: under the price increase of DMC, the raw rubber plant was closed on Monday and planned to rise steadily with DMC. However, under the surprise of East China rubber mixing plant, the rising plan failed. The quotation of most raw rubber plants was reduced by 500 yuan / ton. At present, the mainstream quotation in the raw rubber market is 26000-26500 yuan / ton. After the last round of procurement, the rubber mixer still has a small amount of raw rubber inventory, and now the situation is likely to decline. This week, we will wait and see for the raw rubber replenishment, and the state of mind will rise again.


Rubber compound Market: affected by the oversold of major mainstream manufacturers again, the rubber compound market has fallen into a vortex of low prices. Now the mainstream quotation in the rubber compound market is 21500-23000 yuan / ton. Based on the current raw rubber of 26000 yuan / ton, the mixed rubber of 21500 yuan / ton is actually shipped at a loss. Therefore, small and medium-sized rubber compounding plants are under the enemy under the game of large factories, resulting in flat purchase and sales in the rubber compounding market this week, lack of good information support, and manufacturers continue to make profits and ship.


Demand side: near the end of the year, the demand for downstream silicon products is general. In addition, the epidemic situation in some areas is repeated, and workers are eager for their hometown and unwilling to celebrate the new year on site. The holiday time of enterprises may be earlier than that in previous years, and the market power of silicon products is slightly weak. In addition, from the perspective of the waste silica gel market, pyrolysis material manufacturers have been showing an upside down market recently, and the shipment volume has been much lower than before. Some pyrolysis material plants have also turned to purchasing new materials for production, but the waste silica gel remains high, partly because recyclers are unwilling to ship at a low price, and more because the silicon product market has not recovered, resulting in a relatively tight supply of waste silica gel.






On the whole, the downward pressure on the price is rising again, and the probe rise of DMC may provide some support for the raw rubber, but the supply and demand sides are in the game stage, which affects the whole body. The price of high-temperature rubber is loose, the preparation of room temperature rubber will be affected, and the rebound of DMC will become complicated!

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