Down 1000! Another 2500! Recently, the price of DMC seems to have been on a roller coaster. A few days ago, the price of DMC rose violently, wave after wave, and now the price has fallen sharply. After the DMC of individual monomer factories fell 1000 on Tuesday, fell 500 in the morning yesterday, and then fell 2000 in the afternoon. The DMC quoted 36000 yuan / ton, and the price was reduced by 3500 in just two days. Although the DMC of other monomer factories was stable at 39000 yuan / ton, in the continuous decline atmosphere of individual monomer factories, It is expected that the mainstream monomer factories will also be difficult to control, and whether the immortal fight will be staged again. When the situation is not clear, the middle and downstream manufacturers will mainly wait and see for the time being.


Silicone oil and 107 glue: from the supply side, due to the sharp rise of DMC last week, silicone oil and 107 glue of mainstream monomer factories made up the rise steadily this week. The mainstream quotation of 107 glue is 39000-39300 yuan / ton, and the mainstream quotation of silicone oil is 45000-46000 yuan / ton. However, the local DMC has fallen too sharply in the past two days, and the supplementary rise of silicone oil and 107 glue this week seems illusory. While other small and medium-sized silicone oil and 107 rubber plants can only wait and see for the time being under the turbulent situation, and some traders have made profit in panic. The foreign brand methyl silicone oil remains at a high level, and the agents are also watching the market changes without obvious fluctuations.


Cracker silicone oil and 107 glue: as soon as the new material falls, the cracker market also has a chain reaction. The original profit is meager, and it is even more difficult to accept orders in the falling atmosphere. At present, the DMC of cracker is reported at 33000 ~ 33500 yuan / ton (excluding tax), and the 107 glue of cracker is 34000-34500 yuan / ton; Decreased by about 1000 yuan / ton. Most of the orders were issued in the early stage. Due to abnormal concerns about the future market, the cracking material factory suspended the purchase of waste silica gel, resulting in no quotation for waste silica gel. In the short term, the decline of new materials has just begun, and it is not easy to grasp the profit margin of pyrolysis materials and waste silica gel. Only after the further decline of new materials is established, pyrolysis materials and waste silica gel will turn to positive profit margin shipping.


From the demand side: the traditional peak season in March was consumed in advance by wave after wave of rise. After the baptism of sharp rise and fall last year, driven by high profits, the upstream may think that it can ignore demand and make concerted efforts to reach a new peak, while the downstream has shown unprecedented rationality and calm, not easy to cover positions and maintain on-demand procurement. In particular, large downstream households are dissatisfied with the continuous sealing of mainstream monomer factories and have strong resistance. From the domestic demand side this week, it is mainly to wait and see and wait to fall. It is expected that silicone oil and 107 glue will mainly issue early orders in the short term; As the export orders of silicone oil remain good, the resistance to decline of silicone oil is relatively strong.


On the whole, the DMC of individual monomer factories has fallen one after another, which has led to the whole body. It is uncertain whether the decline of DMC will continue to expand in the upstream and downstream. Everyone is guessing whether it will form a top-down decline effect like last year. We need to pay close attention to the operation of major mainstream factories.






When the current situation is not clear, be cautious, but don't be blindly bearish. If the decline of DMC expands to a certain extent, you still need to prepare an appropriate amount of goods. To what extent, different people have different opinions. If the gods fight, no one can stop them. Finally, Xiaobian still wants to say that the upstream and downstream are originally a whole of symbiosis and common prosperity. We should not push up uncontrollably in order to pursue huge profits. After all, we all hope that the silicone industry chain can develop healthily and in the long run!