In recent days, after a series of price adjustment operations, the price difference of each monomer factory has been reduced. Yesterday's quotation was basically united front, and DMC's external quotation was 26700 ~ 27000 yuan / ton. At present, the upstream is willing to stabilize, but the DMC price of Shandong monomer factory has no advantage. In order to smooth the shipment, it is reduced by 500 yuan again today, and the quotation is 26300 yuan / ton. Under the market of this rebound one-day tour, the wait-and-see mood is deepened in the middle and lower reaches, and there was an appropriate amount of just need to cover the position last week. It is not willing to cover the position again at the current price. The silicone market may fall into the protracted war between the upstream and downstream again, and DMC returns to the situation of quotation differentiation.


Raw rubber Market: after a low rise of 500 and a high drop of 500, the current unified quotation of raw rubber is 28000 yuan / ton. At present, the raw rubber manufacturers have different inventories. Under the influence of the price reduction operation of the leading raw rubber factory, the confidence of other raw rubber factories in supporting the price is slightly insufficient. At this time, the bearish confidence of the rubber mixing factory has returned, the stock action has been suspended one after another, and the heart of waiting for the opportunity to copy the bottom is ready to move. If the quotation of the leading raw rubber factory does not fluctuate this week, other raw rubber factories will have a strong willingness to stabilize the price due to the small inventory pressure due to the acceptance of orders last week. It is expected that the new single trading will become calm in the past two days, and all parties are secretly watching.


Rubber compound Market: after the leading raw rubber factory comprehensively reduced its quotation, its rubber compound also followed up with a price reduction of 500 yuan, with a minimum price of 22500 yuan / ton. Other rubber compound factories had no room for price decline, and the quotation remained stable at 23000-24000 yuan / ton. Due to the disorderly rise and fall of raw rubber factories and the continuous pressure of low-cost rubber compounds from leading monomer factories, rubber compound enterprises were also struggling to cope with it, and the mentality of bidding for loss shipment was reversed. Some manufacturers weighed the advantages and disadvantages and appropriately reduced the operating rate. Demand side: it is expected that the follow-up work in East China will be gradually resumed, and the orders of silicon products will be improved to some extent. However, under the flood of low-cost rubber compounds in monomer factories, the bargaining power of silicon products will be improved, and the operation of small and medium-sized rubber compounds still needs to face severe challenges!


On the whole, I'm not practical, uncertain, disoriented, and I don't know what risks there are behind. Take a step by step. This is the true portrayal of the two weeks after the silicone Festival. In May, there was an incremental trend in silicone supply and demand. It was uncertain which one could not withstand the high inventory operation and the low inventory operation. In the short term, the phenomena of price support and price reduction coexist in the market, and the two sides will continue to explore the direction in the process of pulling.