Last week, the monomer factory made a large profit, and the order receiving situation improved. Therefore, the monomer factory began to rebound last weekend. Yesterday, the DMC of the leading monomer factory opened at 19500 yuan / ton, up 500 yuan / ton, and the raw rubber and 107 rubber were stable at 20500 yuan / ton (including packaging). Today, Shandong monomer factory opened up another 300, DMC reported 19600 yuan / ton; Other monomer factories also increased this week. The DMC quotation of some monomer factories rushed to 20000 yuan / ton, 21000 yuan / ton of raw rubber and 20500 yuan / ton of 107 rubber. The increase was more differentiated. It seemed that it was intended to let the middle and lower reaches place orders with leading monomer factories to ease the bidding situation.


Judging from the current market, after the sharp decline, the downstream inquiry did not meet expectations. This rebound was designed to stimulate the downstream order volume. If the downstream stock increased to a certain extent, the upstream successfully maintained stability and stopped the decline. However, judging from the trading situation of the rebound in the past two days, the trading atmosphere is not very optimistic. In the end demand has not been reversed, the momentum for the rise of raw materials is inevitably insufficient. It can be seen that although DMC rose this week, it is not easy to implement the transaction.


From the supply side: at present, the rise of raw metal silicon has been postponed. Yesterday, 421 × Huangpu port quoted 18300~18900 yuan / ton, and the price remained stable. Devices: it is understood that there are two monomer plants in Inner Mongolia and Zhejiang for annual maintenance in July, and there are also two devices in Shandong and Hubei with periodic maintenance plans. Generally speaking, as long as there is profit, no one is willing to take the initiative to reduce production. More often, the market environment forces them to reduce production. In the future, if the price is weak again, it does not rule out the unscheduled maintenance of single devices. On the whole, the operating rate of single units in July showed a downward trend compared with that in June, but whether the situation of oversupply can be quickly alleviated still depends on the intensity of production reduction of single plants.