esterday, we thought that a monomer factory in Shandong would rise again, but it calmed down. DMC kept a stable quotation of 28000 yuan / ton. Today, the price rose slightly by 100 yuan, and the quotation was 28100 yuan / ton. The sudden rise was suspended, which gave rise to the idea of retreat in the downstream that was not optimistic about this wave of rise. Is it just a slight calm or will this wave of rise come to an abrupt end? In this volatile change, it is difficult to price products in the middle and lower reaches, and the purchase and delivery of goods are faced with many barriers due to the extremely uncertain important factor of the epidemic situation. Entering Tuesday, I wonder if the DMC quotation of the mainstream monomer factory is up today? Or remain stable at 29500 yuan / ton?


From the supply side: at present, the metal silicon market is affected by the epidemic, the transaction is blocked, and the market is empty. Yesterday, the chemical grade metal silicon 421# Huangpu port reported 22300 ~ 22900 yuan / ton, down about 700 yuan / ton compared with last week, which has an adverse impact on the rise of silicone. In terms of devices: the old devices of a single plant in Shandong are overhauled annually, the new devices are in normal operation, and the load of devices in Hebei and Yunnan has decreased. On the whole, the recent new capacity investment is large, and the DMC supply is not tight. Due to the atmosphere of buying up last week, the middle and lower reaches just need to replenish their positions, the inventory of monomer factories has been released, and the sentiment of price support still exists. It is not ruled out that there is still a small exploratory rise.


The epidemic continues to affect the demand in East China and South China. Last week, due to the shortage of their own inventory, some middle and lower reaches enterprises just needed to prepare goods, and the delivery and trading recovered. However, the current price rise of DMC has slowed down, and there are variable risks in the trend. The middle and downstream enterprises that have just carried out a wave of procurement are worried that the goods have not arrived in the warehouse, and the low-priced goods may become high-priced goods, which may fall into a wait-and-see situation in a passive situation. Therefore, it is important for the upstream to guide the current trend, such as sailing against the current, if you don't advance, you will fall back.