The surprise price is coming! Recently, under the increasing shipping pressure, the tacit quotation of some monomer factories last week failed. Yesterday, the price of organic silicon met Waterloo again. The DMC quotation of the leading monomer factory fell by 700 yuan / ton, the DMC quotation fell by 26300 yuan / ton, the raw rubber quotation fell by 1000 yuan, 27000 yuan, 107 glue quotation fell by 900 yuan, 26300 yuan / ton. The quotations of other mainstream monomer factories have not been adjusted yet, but Shandong monomer factory is expected to actively follow the decline. Therefore, the bidding scuffle situation this week may be difficult to avoid.


From the supply side, the quotation of chemical grade metal silicon 421# Huangpu port is 21200 ~ 22100 yuan / ton, and the price remains stable. This week, the operating rate of single plants is high. On the basis of the original high inventory, the new production capacity is still advancing, and it is difficult to change the short-term oversupply. Due to the round of decline at the beginning of the month, the orders of most mainstream monomer factories have not been issued yet. It is possible to wait for the leading monomer factory to decline and reduce some inventory before following the decline in order to avoid a "stampede" collapse. However, no matter how to operate, another round of price war has started in May, and a new situation may unfold.


From the demand side, this week's decline is expected. This year, the middle and lower reaches of organosilicon market is facing severe challenges, and many manufacturers are in a state of loss. In order to improve the order receiving situation, the upstream manufacturers continue to adjust their quotation and play a game with the middle and lower reaches. The middle and lower reaches continue to lower their bottom price expectations under the condition of constantly suffering losses. At present, it is still a small-scale and appropriate replenishment, and large-scale hoarding needs to be followed up. However, as the monomer factory began to promote in large quantities, the downstream is ready to fall and the confidence of admission is enhanced.


On the whole, although there are still Yi conditions in some areas, Shanghai announced on May 16 that it would first focus on restoring the industrial chain and supply chain, and then gradually expand the scope of resumption of work and production, and fully resume normal production and life from June. This is a big positive for domestic demand and export orders. After these rounds of decline and the expectation of improvement in future demand, the number of enterprises eager to copy the bottom in the market is gradually increasing. According to what we learned from the middle and downstream enterprises, when the DMC falls below 25000, the demand for bottom reading will follow up. At present, the price is very close. We need to pay close attention to the downstream goods preparation this week