A week of ups and downs is about to pass, and the rebound strength of monomer plants has shrunk in the past two days. Today, DMC of some monomer plants in Shandong is stable at 22300 yuan / ton, while that of other monomer plants is stable at 22500 yuan / ton. At present, with the support of the sentiment of buying up but not buying down, there are still a series of positions replenishment in the downstream. In particular, the leading monomer factory also raised the price by 1200 this year, and the mixed rubber rose to 19000 yuan / ton. Other mixed rubber factories quoted 19500-20000 yuan / ton. The price difference narrowed, and the loss situation of mixed rubber was relieved. However, due to the slow recovery of terminal demand, the product factories also hoard goods in advance. Behind the hot trading, there is a risk that the demand will be overdrawn in advance. Therefore, after the raw rubber rebounded to 22500 yuan / ton, it is not active to chase up orders.


Fumed silica: from the supply side, the price of raw material silicon tetrachloride was still high this week, the price of methyltrichlorosilane continued to decline, and the quotation of fumed silica fell before the festival. After the festival, stimulated by various price increase information, the mainstream quotation of fumed silica this week was 31000~38000 yuan / ton. At present, the supply of fumed silica is abundant, and the price is subject to the market.


Precipitated white carbon black: the price of raw material soda ash and sulfuric acid has been adjusted in a small range, which has not had a significant impact on precipitated white carbon black. Due to the long-term loss of the rubber mixing enterprises, the price of precipitated white carbon black is competitive, resulting in the serious internal turnover of precipitated white carbon black enterprises. Under the meager profits, there are still many manufacturers who give up profits and compete for orders.


On the whole, the silicone market is rebounding now, and the silicone enterprises are also driven by the bottom reading atmosphere, with considerable shipments. They have positive feedback on the just needed consumption of white carbon black. Therefore, in the short term, the downturn in the white carbon black market will be relieved.


Judging from the bottom reading this week, the downstream enterprises have a high degree of participation, and their orders have increased significantly. However, considering the downstream demand and their own overstocked inventory, the subsequent orders are still uncertain. At present, the enterprises that have already received goods have begun to wait and see, waiting for the nodes of market demand growth. It is expected that the downstream enterprises will mainly digest inventory in the near future. It can be seen that it is difficult to continue the rising trend, and the fundamentals may focus on maintaining stability.