This week, after the DMC fell below the 25000 mark, the monomer factory's order receiving situation improved. Yesterday, the monomer factory suspended the truce, and today, the quotation of Shandong monomer factory fell again. The quotation of DMC was 23400 yuan / ton, a small drop of 300 yuan, the quotation of other monomer factories remained stable at 24000 yuan / ton, and there was still profit transfer in some transactions. At present, the operating load of monomer plants is high, and the spot supply on the site is sufficient, while the downstream orders are still bleak. After some manufacturers just need to replenish, they are now in a wait-and-see attitude. As the price of DMC has not yet touched the cost price, and the cost of monomer plants supplied by metal silicon or methyl chloride raw materials is lower, the desire to store goods downstream has not been fully opened. In addition, the raw material chemical grade metallic silicon 421# Huangpu port decreased by 100 to 19500 ~ 20600 yuan / ton, and the cost support continued to weaken. In the short term, the upstream and downstream game will continue, and there is still a risk of falling DMC prices.


Fumed silica: from the supply side, the current price of raw material silicon tetrachloride is high, while one a is weak. The difference in cost leads to the continued differentiation of the price of fumed silica. The mainstream quotation this week is 32000 ~ 40000 yuan / ton. At present, the operation of fumed silica enterprises is normal and the supply side is relatively loose, but the production enthusiasm of downstream enterprises is low, the demand for fumed silica is limited, mainly on-demand procurement, and the market transaction atmosphere is weak. It is expected that the market of fumed silica will be consolidated in the short term.


Precipitated white carbon black: from the supply side, the prices of raw soda ash and sulfuric acid fluctuated slightly in the range, which has limited support for precipitated white carbon black. The demand side is extremely unsatisfactory. Due to the low price pressure of some monomer plants, a large number of rubber compounds are in a state of loss this year, and the white carbon black of monomer plants is self-produced, resulting in the reduction of orders of rubber compounds and the shrinkage of orders of precipitated white carbon black plants. It is understood that some precipitated white carbon black plants have started maintenance and reduced production in time. It is expected that the precipitated white carbon black market will steadily yield profits in the short term.


On the demand side, from the perspective of the overall environment, various policies are favorable to stimulate the end consumer market in order to return the economy to the growth track. It is expected that there will be a substantial increase in demand in the future. For this situation, the depressed mentality of domestic silicone rubber enterprises has been boosted, but most people in the industry believe that the time for bottom reading has not come. On the whole, both monomer plants and downstream enterprises are making efforts secretly. There are still four days left in May. Is it another wave of decline or will it end with maintaining stability?