Last week, due to the poor order receiving of leading monomer factories and the impact of high inventory pressure, they took the lead in breaking the price holding situation. The products of the whole line were reduced by 500, and the bullish atmosphere suddenly turned cold. After the rise and fall of other monomer factories were adjusted to each other, the DMC price operated in the range of 26700-27000 yuan / ton. As a wind vane, individual monomer factories in Shandong rose by 200 and fell by 300. As of Sunday, the quotation was 26200 yuan / ton, which opened steadily today. The upstream raw material metal silicon fell, methyl chloride rose, and the cost support was acceptable.


Judging from the repeated adjustment of individual monomer factories, the profit margin has been limited, and the downstream is basically in low inventory operation, so there is a demand for stock. Only local high stocks are stored, and the market can not help deepening the bearish range. Therefore, at the critical point of this game, the nerves of the upstream and downstream are more sensitive. There is a little movement in the monomer factory, and everyone has different reactions and runs around telling people, which makes people panic.


On the whole, the new production capacity of the monomer plant will continue to be promoted in May, which will benefit the downstream market for a long time. Everyone can't help but take a long view. The mentality of entering the market after falling is relatively firm. Perhaps only the upstream gives enough temptation can drive the enthusiasm of the downstream. Will a new round of price war start again this week?


107 silica gel Market: due to the rise and fall of local DMC and the rise and fall of 107 rubber market, the order follow-up in the downstream is insufficient and the real offer is promoted slowly under this turbulent mood. From the supply side: after some high-level reduction and low-level rebound operations, the quotation of 107 glue is basically unified at about 27200 yuan / ton. However, the price is unified and the inventory varies greatly. The 107 rubber orders of some monomer factories are scheduled to the end of the month, while the stock of 107 rubber warehouse of individual monomer factories may be more than one month. Therefore, there is great pressure on the overall supply side. It is not ruled out that the price support is facing differentiation and partial profit transfer promotes the transaction.