Now the price of DMC has fallen to 19000 yuan / ton, and the bidding of two monomer factories has reached a new low price in the year. Other monomer factories are also unwilling to continue to watch the tiger fight. Only a few of them have a long industrial chain and need to be repaired in early July. Most of them still follow up the quotation quickly. Judging from the situation of receiving orders yesterday, the mentality of downstream enterprises has also changed differently. Silicone oil enterprises believe that the DMC of the leading monomer factory fell significantly this time, and fear that it will soon stop falling and rebound. They feel that they can prepare some goods appropriately first. The quantity of orders received by DMC was OK yesterday, and the limit was too short during the period; However, raw rubber orders are not good, the inventory of rubber mixing enterprises is full, and the fear of falling still exists. It is still hesitant to start stocking.


On the whole, the current decline of DMC has broken through the new low this year. The price of 19000 yuan / ton is close to the cost line of most monomer plants, and some downstream enterprises are premeditated to seek the bottom. However, we still need to remain rational. The current situation of oversupply lacks the driving force. Collective price support has become a history, each fighting for itself or becoming the norm. In order to occupy more market share, the endless operations of monomer plants should not be too few. The first half of the year ended with a fall, and the first shot was fired in the second half of the year! When can silicone reach the bottom?

Fumed silica: from the supply side, at present, the raw material silicon tetrachloride is operating at a high level, and methyltrichlorosilane has increased slightly, but the impact on the price of fumed silica is limited. At present, the mainstream price is still reported at 31000~40000 yuan / ton. This week, the gas-phase white carbon black enterprises started normally, and the supply is relatively abundant. Silicone rubber enterprises are mainly in need of gas-phase white carbon black procurement, and the trading and investment situation is relatively flat. It is expected that the gas-phase white carbon black market will continue to consolidate in the short term.

Precipitated white carbon black: at present, the raw material sulfuric acid is at a high level, and the price of soda ash is rising slightly. The cost of precipitated white carbon black market has been in a strong situation, but the demand side of precipitated white carbon black has been in a weak position for a long time. Silicone rubber enterprises are basically based on monthly settlement and have a heavy right to negotiate. After a short upsurge of goods preparation in June, it is now back to the cold market atmosphere, so the demand for precipitated silica is declining again. In order to promote more transactions, white carbon black enterprises not only need to improve the quality, but also need to adjust the price timely. In the short term, the quotation of silicon rubber precipitated white carbon black is 7500-8000 yuan / ton, and the transaction is stable and profitable.