The dismal first half of the year will be over in two days. It is estimated that the manufacturers also want to make a dash in this final stage. They hope to receive a batch of orders after falling below 20000, giving a good start to stabilize and rebound in the second half of the year. However, the market performance is extremely poor. Yesterday, Shandong monomer factory took the lead in falling below 20000 yuan. It seems that it did not stir up too much splash in the market, but it was only affected by some emotional fluctuations. It was normal to stock up and copy the bottom, which made people a little flustered. Today, the quotation of Shandong monomer factory is temporarily stable, and the overall quotation of DMC is 19800-20000 yuan / ton. In addition, the chemical grade metallic silicon continued to fall this week. Yesterday, the 421t of Huangpu port fell to 19550 yuan / ton. It is estimated that this round of decline will take a short period.


Raw rubber Market: the price reduction operations of Zhejiang and Shandong monomer factories followed one another, especially the leader. The raw rubber kept falling to 20000 with DMC. Other raw rubber factories were deterred, but had to adjust. At present, the mainstream price of raw rubber is 20000-20500 yuan / ton, and some parts are reduced by 1000 compared with last week. As the last round of low-cost goods are still being digested by rubber mixing enterprises, the most important reason is that the product factory is not as good as awesome at the beginning of the month, and the inquiry is cold. Therefore, the power to prepare goods again is limited. It is necessary to order a small amount of goods first. Whether to hoard goods is still to be seen in combination with DMC trend changes and downstream demand. In general, the price of raw rubber has been in line with DMC, which has no cost reference significance. It may be predictable that the price of raw rubber has fallen below 20000.


Compounding rubber Market: DMC, raw rubber and 107 rubber were synchronized, but the compounding rubber remained stable. The quotation mechanism of leading monomer plant became more and more incomprehensible. This June, the compounding rubber plant was surprised and delighted. In the previous months, raw rubber rose but did not rise, but fell even more. This month was a good month. Since the leading monomer plant cleared its warehouse at a low price of 17800 yuan / ton, the compounding rubber did not hang upside down, but also fell the least. At present, the mainstream quotation of conventional compounding rubber is 18000~20000 yuan / ton, The rubber mixing enterprises actively count more goods and hope to make more money to make up for the losses of the previous months. However, they are also worried that the leading enterprises suddenly cut down the rubber mixing. Therefore, under the current situation of profit and great uncertainty, the rubber mixing enterprises dare not prepare a large amount of goods.






In the short term, if the leading monomer plant keeps the mixing rubber from hanging upside down, other mixing rubber plants will not act rashly and make minor adjustments. However, the confidence of stock up still needs to be passed on by the silicon product factory. After all, the current profits are not reliable. Only real orders are the most reliable.


From the demand side: at present, the silicon products enterprises still have inventory that has not been fully digested. The order recovery in June was less than expected, so the time for digesting inventory has been extended. Therefore, most silicon products enterprises are not in a hurry to stock up now. Let's see how long the decline can last. After it is stable, we can find a suitable price to enter the site for stock up.


On the whole, DMC has fallen below 20000 yuan, which has reached the psychological expectation of downstream enterprises. Some manufacturers have even fallen below the cost price, but the middle and downstream enterprises have not flocked to it. Because the terminal market is still in the stage of digesting inventory, there is no room to follow up with new orders, and the previous expectations are good and bad. Everyone is more and more restrained and does not hoard goods without seeing orders. Therefore, the biggest pressure at present is not falling prices, Instead, there is a shortage of orders from the bottom to the top, one after another. It does not rule out that the market has fallen further in the past two days. However, if the price falls below 20000 yuan, the risk of goods preparation is small. Those with orders should prepare goods appropriately, and do not sell down too much!