Duel! The price of silicon 421# Huangpu port was also lowered to 24000 ~ 24800 yuan / ton, and the cost support tended to weaken. Today, the DMC of individual monomer factories in Shandong reported 30000 yuan / ton, a decrease of 1000 yuan a day and 3000 yuan in three days. Under the downward trend of continuous bombing, although the open quotation of other mainstream monomer factories remained stable, the actual transaction has been followed up by about 30000. Some monomer factories simply let customers bid, the market killing atmosphere spread, and waiting for the opportunity to copy the bottom is also ready to move!


Silicone oil and 107 glue: from the supply side, driven by the concentrated sharp decline of DMC, the opening of mainstream silicone oil and 107 glue fell this week. The price of silicone oil was 39000 ~ 42000 yuan / ton and 107 glue was 35000 ~ 36300 yuan / ton. However, the actual transaction yesterday has made a substantial profit. It is understood that the transaction of some 107 glue factories fell to 32000 ~ 33000 yuan / ton. The downstream just needs replenishment, so we are not in a hurry to store goods in batches. In the short term, under the scuffle, in order to seize the large-scale goods preparation orders, the transaction prices of silicone oil and 107 glue of mainstream monomer factories still have the risk of further decline. Therefore, pay more attention to the rhythm of large-scale goods preparation in the downstream.


Cracker silicone oil and 107 glue: the new materials fell continuously this week, and the cracker enterprises have fallen. In order to avoid more losses and maintain customers, they can only continue to cut meat. At present, the price of DMC of cracker excluding tax is 27000 ~ 29000 yuan / ton, that of 107 glue excluding tax is 29000-30000 yuan / ton, while the transaction price of 107 glue of some new materials has fallen to 32000 ~ 33000 yuan / ton (including tax), and the cracker is facing the upside down stage at any time. The decline of waste silica gel is less than that of pyrolysis material, and the quotation is between 11500-12500 yuan / ton, and the cost pressure is not reduced. In this case, the best operation condition is that the pyrolysis material factory can make no loss.


From the demand side: after this period of resistance and wait-and-see, the silicone rubber factory has consumed the inventory one after another, and there is a wave of just need to replenish the warehouse in the short term. However, in the current competitive shipment stage of each monomer factory, the silicone rubber factory temporarily suppresses the demand to obtain a lower price and reduce the cost. In terms of export orders: this week, the quotation of foreign brand silicone oil was also reduced, and the wide quotation was 42000 ~ 45000 yuan / ton. However, the profit margin of domestic silicone oil was different, and the price advantage appeared again. In the short term, affected by the overall decline, the export orders were suppressed, and the foreign trade enterprises also stood still. When the silicone oil fell to the ideal price, the export orders may show their skills again.


On the whole, 107 glue and silicone oil will further reduce the quotation, and the demand for replenishment of silicone glue will enter the market step by step. In particular, the stock preparation of some large silicone glue manufacturers is very important. After they make a large number of transactions far lower than the market price, the market is likely to rebound rapidly. Therefore, some small and medium-sized downstream enterprises and traders plan to sell in advance and stock at a low price.


At present, there are those who are waiting to fall and afraid of price rebound. Various emotions are intertwined, and various enterprises have different actions. However, we still need to be vigilant. There are many new production capacity this year, which has shown a pattern of oversupply. The high-level market is difficult to sustain, and the risk of hoarding goods to rise is increasing. We still need to prepare goods appropriately according to our own needs.