Another 800! DMC reports 38000! Raw rubber up 3000! Limited orders, compound: it's really difficult recently!
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On the first day of March, the "rising trend" of organosilicon began, and the increase of metal silicon also increased. 421# metal silicon Huangpu port quoted 23000-23700 yuan / ton, with a daily increase of 500 yuan / ton. Yesterday, the DMC quotation of other monomer factories rose to 37000 yuan / ton, an increase of 2000-2500 yuan / ton compared with last week, while the DMC and raw rubber of the main monomer factories in Zhejiang continued to be closed, and the market supply is still insufficient. In the near future, it will further push up the online auction price. Sure enough, today, the DMC of a monomer factory in Shandong rose by 800 yuan, the quotation was 38000 yuan / ton, and the downstream cost rose again, At present, most middle and downstream enterprises have increased their income without increasing their profits.
Yesterday, as the "leader", Zhejiang raw rubber factory continued not to take orders for the time being. Other raw rubber factories successively resumed their quotation yesterday afternoon. The price also rose with the rise of DMC. The quotation of monomer raw rubber factory was 38000 yuan / ton, an increase of 2500 ~ 3000 yuan / ton compared with last week. Under the high cost of rubber compound, it just needs to be prepared. In the short term, the main monomer factories do not accept orders, and the online auction of DMC is still moving upward, which is good for the cost side of raw rubber. In addition, some monomer factories have a large number of DMC orders, and their own rubber compounds have expanded production. The raw rubber is still mainly supplied in controlled quantity, and the subsequent price still follows the trend of DMC.
For the rise of raw rubber without fear, rubber compound manufacturers have long been accustomed to it, but in the past, they can get some light in the rise. At present, the rubber compound of monomer factory only rises by 500-1000 yuan / ton, and the quotation is 30000-30500 yuan / ton, which is completely incompatible with the rise of raw rubber. Although the quotation of other rubber mixing plants without raw rubber line has been raised to 31000-32000 yuan / ton, under the pressure of low-cost rubber mixing, the high-price shipment is not ideal at present.
Therefore, at present, the mixed rubber market is in a contradictory state. The raw rubber is rising and still closed. Now taking the goods is gambling, and the market will rise. Otherwise, the current shipment is likely to face losses. If you don't take it, the inventory will be consumed, and the raw rubber will continue to rise. At that time, in order to maintain the normal production of the factory, you will face higher cost pressure. In the short term, the rubber compound market is in a dilemma under the passive situation, and there are not many enterprises that can be exposed to this wave of price increase dividends.
Bing dwen dwen, Bing dwen dwen, was a big fan of the silicon products market. Last month, the market of silicon products was greatly encouraged by the hot spring. But with the end of Winter Olympics and the production of "ice pier", only a few authorized factories could do so. At present, the market demand for silicon products will increase to a certain extent in March. First, the manufacturer's operation is basically normal, and the amount of glue used must be more than that in February; Second, the materials prepared by some silicon products years ago are basically consumed gradually in the middle and early ten days, and an appropriate amount of replenishment is needed. But overall, compared with last year, the growth rate of silicon products orders in February and March this year was significantly slower.
To sum up, as a strong seller's market, raw rubber continues to fluctuate upward with DMC. The rubber mixing plant has no bargaining space and follows up passively, but the increase is difficult to be realized quickly under the absolute advantage of raw rubber plant