In recent days, in order to compete for orders and bid for shipments, monomer factories have successively transferred profits, and the mainstream DMC quotation is close to the low end, resulting in the weakening of the order receiving situation of individual monomer factories in Shandong. Yesterday, it dropped another 300, and DMC reported 23700 yuan / ton. Although the DMC quotation of other monomer factories is temporarily stable, there are still hidden profits in some transactions. It is understood that the DMC transaction price in the market is as low as 23500 yuan / ton. At present, the bottom reading mentality of downstream enterprises is still breeding, but based on the fact that the current DMC price is not stable, they are still bidding against each other. Downstream enterprises prepare goods appropriately while pressing prices and making inquiries.


Silicone oil and 107 glue: from the point of view of the supply side, the monomer factory frequently lowered the quotation, which was affected by the risk aversion mentality of silicone oil and 107 glue, and basically maintained the purchase according to the order. In the short term, there are many negative factors in the domestic market, such as high upstream inventory, transfer of orders from downstream enterprises, frustration of confidence, weak demand in the terminal market and so on, which makes it difficult for silicone oil and 107 glue enterprises to accept new orders and can only be forced to give up profits. Because silicone oil has been declining slightly in the early stage, there is more room to make up for the decline this week. At present, methyl silicone oil is reported at 28000 ~ 30000 yuan / ton, down nearly 2000 yuan / ton this week, while 107 glue is reported at 24000 ~ 24500 yuan / ton, It fell by 1000 yuan / ton this week.


Foreign brand silicone oil: the domestic price has fallen continuously, and the agents are unable to deliver at a high price. They can only bear the pain to cut the meat and reduce the inventory. At present, the foreign brand silicone oil in the market has gradually moved closer to the domestic market. According to our understanding, the transaction price of foreign brand silicone oil is 30500-33000 yuan / ton.


Cracker silicone oil and 107 glue: the most uncomfortable thing this year is the cracker factory. The more new materials fall, the harder they hang upside down. This week, the prices of cracker silicone oil and 107 glue can not be quoted. Occasionally, there are inquiries from old customers, which basically depends on whether each company is willing to lose more or less. In order to survive this difficult period, many enterprises have temporarily reduced production and stopped work to save themselves. Although the raw edge quotation of waste silica gel was reduced to 9300 ~ 9600 yuan / ton, it was also useless under the impact of the low price of new materials. On the whole, the negative atmosphere in the cracking material market continued and the trading remained depressed.


From the demand side, there are intensive plans to stabilize the real estate market in various places. The long silent real estate market is quietly accumulating strength under ZC promotion, and the subsequent end consumer market is expected to recover. However, after the repeated market before, everyone's confidence is getting worse and worse, and it is difficult to recover quickly in the short term. Although the price has fallen to the previous expectation, no one dares to hoard goods rashly. Silicone rubber enterprises still tend to wait for a good opportunity, or take the initiative to quote volume and lower prices, and the bottom reading confidence needs to be supplemented by some external forces.


However, a heavy meeting was held yesterday, which released a number of heavy good news, including tax cuts, stepping up the implementation of major projects, ensuring employment and promoting consumption, which added a lot of confidence to the market. But we still need to be cautious. The current bottom reading is also to store goods and other orders. Before these benefits have been put into force, we should not be too radical. We should act according to our ability. If we survive this dark moment, we will get better in the second half of the year.