On Thursday, everyone began to enter the working state and "business" in the circle of friends. As a key raw material in the industry, DMC, whether manufacturers that have started or have not started, are eyeing the market. Yesterday, the offer of DMC remained unchanged, and the transaction price remained stable at 31000 ~ 31500 yuan / ton. According to our understanding from many middle and downstream enterprises, As the demand has not been fully launched, no replenishment will be made this week. In the short term, before the Lantern Festival, a small number of just needed orders are concluded, and the mainstream monomer factories focus on actively delivering the pre-sale orders before the year.


On Tuesday, Zhejiang raw rubber factory agreed to receive orders from the downstream. Yesterday, the quotation of each raw rubber factory rose steadily, with a quotation of 32300-33000 yuan / ton. According to Xiaobian's understanding from a number of rubber mixing plants in South China, the raw rubber purchased years ago has not arrived, and the stock volume of some manufacturers has reached about one month. There is no sign of mass procurement this week, and most of them are cautious. Due to the large number of undelivered orders from the raw rubber factory, there is little short-term inventory pressure. In addition, the interests of customers preparing goods will also be considered, which may be difficult to reduce in February. The subsequent adjustment depends on the trend of DMC and the order receiving situation of rubber mixing plant.


According to the market feedback within two days after the start of this week, the mixed rubber plants have different attitudes after the festival. Some received more orders in advance years ago, and some raw rubber inventory. The start-up support after the year is OK, and they are optimistic about the trend after the festival. In addition, some manufacturers have not yet arrived at the warehouse, and the order quantity is also general. In the atmosphere of difficult rise and fall, they are worried. After the festival, the mainstream quotation of rubber compound is 27500 ~ 28500 yuan / ton, which is basically the same as that before the Spring Festival. At present, most rubber compound plants mainly deliver pre-sale orders in January, with little inventory pressure and relatively balanced supply and demand performance.


On the whole, raw rubber and compound rubber are mainly stable, and the trend is uncertain for the time being. The mentality of the industry is inevitably polarized. Both bullish and bearish people are: from the perspective of procurement, the rising power of raw rubber during the week is slightly insufficient, which needs to be seen. There are few purchasing operations of compound rubber, and the delivery of orders before the year is mainly. While Bing dwen dwen fires the mascot of the Winter Olympic Games, though the overall dosage is not large for silica gel industry, it still has a positive effect on the high temperature adhesive market. It is also possible to follow up whether other products will be derived from the future. In the long run, as long as the price of raw materials remains reasonable, silicon products will be more and more widely used under the positive conduction of the industry. Of course, we also hope that more and more silicon products will be out of the circle.


Next week, with the downstream returning to the market one after another, the trading atmosphere in the silicone market may heat up, but it is crucial for the middle and lower reaches to digest the pre holiday stock or replenish their positions appropriately. It is suggested to pay attention to the procurement of the middle and lower reaches.