In the blink of an eye, DMC, raw rubber and mixed rubber have entered the era of 20000 +! Yesterday, DMC quotation was challenging the heart bearing capacity of silicone practitioners. DMC of some monomer factories in Shandong fell first again, falling to 27000 yuan / ton. Although the quotation of other monomer factories was uncertain, the transaction basically fell to 28000 yuan / ton, or even lower. Considering the cost, the transaction price of large orders is close to the cost, and the falling space of DMC is expected to be limited. Therefore, it is necessary to pay attention to the rhythm of goods taking in the downstream in the near future. After the big promotion, there is likely to be another wave of rebound operation in the upstream.


Raw rubber Market: with the continuous sharp decline of raw material DMC, the quotation of raw rubber is also falling. Before publishing, the mainstream quotation of raw rubber was 29000 yuan / ton, with a daily drop of 2000 yuan. Due to the collective failure of the mixed rubber and the upside down phenomenon with the raw rubber, the pressure on the cost of the mixed rubber has not been alleviated. The more important factor is that the raw rubber is bidding, and most of the mixed rubber plants dare not act rashly, but remain cautious for the time being and replenish their positions in an appropriate amount. In order to attract large order transactions, the rubber factory has increased the profit margin of the whole vehicle. Therefore, it does not rule out that after continuous strong stimulation in recent days, the raw rubber has significantly reduced the stock, and the rebound operation may make a comeback.


Rubber compound Market: in the case of raw rubber and sudden collapse of raw materials, the rubber compound oversold further. At present, the wide quotation of rubber compound is 24000 ~ 25500 yuan / ton, and it is still shipped at a loss. However, stimulated by the rapid decline of raw rubber and the small inventory of their own, some rubber mixing plants still can not resist the "temptation" to start preparing appropriate goods, and the overall procurement atmosphere has warmed up compared with last week.


Demand side of silicon products: the competitive shipment of rubber compounds is common, and the profits of downstream silicon products factories have been greatly improved. It is reasonable to say that it is a good time for downstream goods preparation, but the price is still fluctuating violently. Most people hope to start at a lower price, and the phenomenon of price reduction is common. From the order receiving volume of rubber compounds this week, the transaction of 25000 yuan / ton is still ordinary. It is estimated that there may be a wave of centralized goods preparation of silicon products after the rebound signal of raw rubber stops falling.


Overall, under the crazy decline of monomer plants, profits have been greatly compressed, and there is little room for decline. The middle and lower reaches are still more or less ready for 7-10 days. However, some people in the industry are still worried about the centralized release of new production capacity, the serious epidemic in East China, the limited digestion capacity of downstream demand, and the possibility of falling below the cost under the background of oversupply, so they continue to wait and see.