A new day, new prices, and on Tuesday, when the mainstream monomer factories show their prices, individual monomer factories fell - Rose - fell in the first two weeks. The industry is waiting for the mainstream monomer factories to reduce their quotations. We can look forward to it, and the high and cold is still the same. Today, some monomer factories showed another wave of sense of existence. DMC opened at 32000 yuan / ton, down 1000. Based on the peak of 39500 yuan / ton this month, individual DMCs have fallen by 7500 yuan / ton.






Under the huge price difference, the transactions of other monomer factories have been falling secretly. According to our understanding from downstream manufacturers, the DMC quotation of individual mainstream monomer factories was about 36300 yuan / ton yesterday and the raw rubber was 36800 yuan / ton. It can be seen that driven by the continuous decline of bidding prices on individual websites, the DMC of mainstream monomer factories will fall secretly and openly this week.


From the supply side: yesterday, the raw material chemical grade metal silicon 421# Huangpu port quoted 24300 ~ 24900 yuan / ton, the cost support was stable, and the profit margin of the monomer factory was still optimistic. In terms of devices: some devices in Zhejiang are affected by the epidemic control, and the shipment of by-products is blocked. At present, they have been temporarily shut down. In addition, a single device in North China has planned to be shut down for maintenance, but the new production capacity has been put into operation this month, and the subsequent new production capacity will be put into operation in the near future. The growth pressure of the overall supply will gradually increase. In addition, in the past two weeks, individual manufacturers have fallen sharply, and the high price order receiving of mainstream monomer factories is not ideal. Now, affected by the epidemic, the shipment is not smooth, and some manufacturers have accumulated inventory.


From the demand side, under the downward trend in the past two weeks, there are few goods in the downstream, and affected by the epidemic, the phenomenon of shutdown and production reduction in the downstream of many regions has increased, and the demand has been further suppressed. Even silicone oil enterprises with good export conditions are also faced with problems such as blocked delivery caused by traffic control, resulting in a decline in the popularity of export orders. At present, although there is a demand for covering positions in some downstream, from the current trend, there is a great probability of continued decline. In order to avoid more loss risks, the downstream has been lying flat and waiting, and there is no deep decline.


On the whole, mainstream monomer factories have started a new wave of price reduction, and 107 rubber, raw rubber, silicone oil and other products may follow up and adjust across the board. In this case, it is more necessary to be vigilant against the fluctuations caused by expected changes, pay more attention to the changes in downstream demand, especially the profits faced by small and medium-sized enterprises are further thinned, and the survival challenges are gradually escalating. It is not suitable to be blindly optimistic about the market after the sharp decline. It is necessary to be cautious to copy the bottom and store goods.