In the twinkling of an eye, more than half of May has passed, and the decline of silicone has deepened step by step. Today, individual monomer factories in Shandong launched an offensive again, and DMC dropped another 500 to 25000 yuan / ton, while other monomer factories are unwilling to show weakness and are bidding for shipment. From the recent order receiving situation, the DMC price has been constantly approaching the expected price in the industry, and the downstream enterprises have entered the war preparation state before bottom reading. Due to the differences in DMC profits of single factories and the active negotiation with core customers on the stock volume, the order receiving volume of each manufacturer has been differentiated, and the local inventory pressure needs to be further alleviated. In this regard, the middle and lower reaches believe that there is still a possibility of decline. They should temporarily prepare an appropriate amount of goods, and then buy with the decline in the future. It is expected that the price decline in the past two days will continue, but the falling space is shrinking.


Silicone oil and 107 glue: from the supply side, under the continuous decline of DMC price, 107 glue enterprises are also unable to escape profit. The mainstream quotation this week is 26200 ~ 26500 yuan / ton, which is about 1000 yuan / ton lower than that last week. From the price of DMC and 107 glue in individual monomer factories, it can be reflected that 107 glue has a high inventory and a strong willingness to go to the warehouse. In the silicone oil market, the price of silicone ether has been high, and the output of silicone oil in monomer factories is not high, so the inventory pressure is relatively low. Other silicone oil enterprises purchase on demand according to orders recently, and the inventory pressure is not large temporarily. However, under the current decline, the transaction of new orders is low, and the silicone oil enterprises also reduce the quotation for delivery. At present, the quotation of methyl silicone oil is 31000 ~ 32000 yuan / ton, a decrease of about 500 yuan / ton.


Cracker silicone oil and 107 glue: at present, under the bombardment of new material bidding, cracker enterprises do not actively follow up the decline because of the decline. This week, cracker silicone oil quoted 26500 ~ 27500 yuan / ton (excluding tax), and cracker 107 glue quoted 25000 ~ 25500 yuan / ton (excluding tax), a small drop of 500 yuan. The upside down phenomenon is further aggravated. In addition to some urgent orders, small spot orders and special viscosity, there are few regular large goods orders in the cracker plant, and the upside down of cracker 107 glue is the most serious, which also makes the cracker manufacturers prefer to produce silicone oil and turn to purchasing new materials. The raw edge quotation of waste silica gel recyclers is 10300 ~ 10800 yuan / ton, but under the continuous decline of new materials, the shipping mentality of waste silica gel recyclers has turned positive, the price has shown signs of loosening, and there is still room for decline in the past two days. However, from the perspective of the supply and demand pattern of waste silica gel, there are slight signs of change in new materials, waste silica gel changes its face at any time, and the cracking material plant is still in the "robbery" stage.


From the demand side: after several rounds of repeated sawing, the monomer factory finally promoted at a low price in order to destock, and the mentality of downstream demand and preparation began to be stirred up. This week, a wave of small replenishment demand was started, and most manufacturers maintained the mentality of falling and replenishing in the future. However, during the period of low price promotion, in order to quickly reduce inventory, the orders of upstream manufacturers and downstream core large customers tend to be carried out earlier, so small and medium-sized manufacturers need to replenish their positions more or less.