Yesterday was another day of confusion. The stock market plunged again, breaking 2900 points! The organosilicon market also continued to decline. Yesterday, DMC of individual monomer factories in Shandong fell 500 in the morning and 700 in the afternoon. It fell 1200 in one day to 26300 yuan / ton. It remained stable today. Other monomer factories quoted 27000-27600 yuan / ton. The middle and lower reaches are still cautious in preparing goods. Some monomer factories continue to make profits and clinch deals. It is about to enter may, and the suppressed demand in the lower reaches may pick up. Therefore, with the further decline of prices, the willingness to cover positions is expected to increase. In the week before the festival, there is a fierce game between the upper and lower reaches.


Raw rubber Market: this week, the leading raw rubber factory fell 1000 yuan on Monday to 28500 yuan / ton, and other raw rubber factories followed up one after another. However, at present, the transaction of mixed rubber is depressed, and some manufacturers and traders are also actively selling raw rubber. The price is generally lower than 500-800 yuan / ton, which is still in stock, resulting in the unsatisfactory receipt of raw rubber orders of 28500 yuan. In particular, after the local DMC fell to 26300 yuan / ton, the rubber compound thought that the raw rubber had further expectations of falling, so there was no rabbit, no eagle, and the collective entered the market! If there is another wave of profit impact today, some rubber compounds may start to prepare while falling, and the stock volume will be determined according to the decline of raw rubber.


Rubber compound Market: under the double collapse of cost and demand, although most rubber compounds have fallen, they have to bid cruelly in the face of sluggish demand. At present, the mainstream quotation of rubber compound is 23000 ~ 24500 yuan / ton, and the situation of loss shipment has not been improved. Under the double attack of upstream and downstream, the profits are basically eroded and divided, resulting in a morbid situation in the market. Some rubber mixing plants mainly resell raw rubber. In the last wave, a few manufacturers made profits in this way. Therefore, some rubber mixing plants that have lost money for a long time are also ready to take risks!


In the long run, low-cost raw materials are good for the consumer market of silicon products. Recently, the Yi situation in East China has eased. Shanghai has also announced the resumption of work and production of a number of enterprises. Some people in the industry have great expectations for the demand in May. However, according to relevant media reports, since many communities are still under control, it is still difficult for personnel to arrive at the post, and the production capacity of enterprises that have started to recover slowly, it is difficult to significantly boost demand in the short term, and it will take some time for a comprehensive recovery.






How to prepare raw rubber before the festival needs to pay attention to several aspects. How much stock does the leading manufacturer have of rubber compounds? How long is the shelf life? In the last round of low prices, the silicon products factory had an appropriate amount of goods in stock. How much is the replenishment? These are all risks. Traders who are still making money last week may post it back this week. Therefore, before the festival, we need to store goods according to our ability and customize a reasonable stock volume according to our own order volume. No matter whether it rises or falls in the future, we need to grasp our controllable risks.