This Monday's opening continued the decline of last week. From the quotation of monomer factories, DMC dropped 1000 yuan to 20500 yuan / ton of net water price, and the price of raw rubber also dropped 500 yuan to 21000 yuan / ton. Shandong monomer factory fell 300 yuan / ton on Monday, and fell 400 yuan today. DMC quoted 20200 yuan / ton. Other monomer factories either did not quote for the time being or followed up the decline, and local transactions also fell to 20300 yuan / ton. It can be seen that a new round of fighting has begun, Most people in the industry believe that it is expected to fall below 20000 this time, but this time, will the downstream be confident in bottoming out and waiting to rise after falling below 20000?


From the cost side, monochloromethane continued to fall, and the quotation of manufacturers in Shandong fell to 5800 yuan / ton. However, the chemical grade metallic silicon has stopped falling and rebounded in recent days. Yesterday, the quotation of 421huangpu port was 20000~20300 yuan / ton, up 1000 yuan / ton, which has a certain cost support for the DMC price. Therefore, although the DMC quotation is still declining, the falling space is narrowed. In terms of equipment: the single plant is tangled, and the market has entered a cost war. The higher the operating rate, the lower the cost. However, a high operating rate means a large supply of goods, which is originally a market where supply exceeds demand. With the continuous growth of supply, low-cost competition may become more and more intense, and it is not surprising that the cost may fall below the cost.