Inadvertently, in the middle of April, the upstream and downstream are suffering from the impact of logistics and transportation recently. As we said last week, the market has jumped like chicken blood for several days. However, in the current environment, rigid demand orders are limited and can not support the rapid rise. This week, DMC of Shandong monomer factory fell 600 again after exploring 100. Today, DMC quoted 27500 yuan / ton, while other monomer factories remained unchanged at 28500 ~ 29500 yuan / ton. In the atmosphere of local decline, the bearish sentiment in the silicone market gradually increased.


Silicone oil and 107 glue: from the supply side, when the DMC of the mainstream monomer factory is stable, the silicone oil and 107 glue enterprises also stand still. The quotation of silicone oil is 34000 ~ 35000 yuan / ton, and the quotation of 107 glue is 28800 ~ 29500 yuan / ton, both of which are stable. Based on the fact that the cost side is still adjusting and not completely stable, silicone oil and 107 glue enterprises can only take a step by step now, and the price of 107 glue in individual monomer factories is upside down with DMC. There are some worries in mind. This week, the market price of silicone oil and 107 glue is mainly stable. In terms of foreign silicone oil and 107 glue, due to the epidemic control in Zhangjiagang, the shipment may be affected to some extent. Under the expectation of delayed arrival, the agents are reluctant to sell the stock, and the price rises slightly.


Cracker silicone oil and 107 glue: the price of new materials is stable this week, and cracker enterprises will not act rashly. At present, the quotation of cracker silicone oil is 25500 ~ 26000 yuan / ton (excluding tax), and the quotation of cracker 107 glue is 26500 ~ 27000 yuan / ton (excluding tax). The upside down between cracker and new materials continues, and the shipment is low. However, after the raw edge of waste silica gel rose to 13000 yuan / ton, there was no deal with the cracking material factory. The price gradually fell in the past two days, with a quotation of about 12000 yuan / ton. However, the cracking material factory remained unmoved. The high cost has already made the cracking material enterprises miserable. With the superposition of downstream demand, the cracking material enterprises can not stand up for the time being. The situation of isolation and helplessness makes the cracking material enterprises can only continue to dormant. I don't know when the cracking material market can make a beautiful turnaround?


From the demand side: in the face of the recent ups and downs of the silicone market, silicone rubber manufacturers are relatively calm. After all, it is an indisputable fact that the traditional peak season of this year is not prosperous. Under the repeated sealing and control of various regions, it directly affects the outdoor construction of silicone rubber. Therefore, most silicone rubber factories are not likely to blindly follow the upstream to carry out major actions. Recently, they have carried out a small amount of just needed procurement and replenishment, and a large number of goods preparation operations are still under mutual game observation. In terms of export orders: in the short term, it is also affected by the control of East China, and the shipment is blocked. Later, when the port transportation improves, the price advantage of domestic silicone oil and 107 glue is obvious, and the export orders are expected to increase slightly.


On the whole, at present, the price of monomer plants is stable for the time being, including a small exploratory rise, while the desire to catch up in the downstream is not strong. Although there is a rigid need to prepare goods, the market demand has not rebounded substantially. Therefore, most silicone enterprises are still waiting and watching, and local prices have shown signs of loosening.


The follow-up Xiaobian believes that we should not be overly pessimistic. If the major giants compete with each other again and find a low price again, and the epidemic situation is strictly controlled after this period of time, the suppressed demand is expected to restart after easing. At that time, we may have the opportunity to resonate upstream and downstream and get out of a wave of bottom reading rebound.