In recent days, monomer factories have competed to raise prices. Yesterday, DMC of leading monomer factory rose another 500, Shandong monomer factory also rose 300, and other monomer factories also rose to 20000~20500 yuan / ton. However, in the current and market environment, the rising trend is not very stable. Most monomer plants are slightly exploring the rise, and the rebound is relatively cautious compared with the previous round. This caution has also led to downstream enterprises. At present, although downstream enterprises are preparing goods under the "buy up not buy down" mood, most of them are small batch purchases, and everyone is basically waiting to see the bottom. Supply and demand sides continued to wrestle this week, with DMC rising slightly.


Raw rubber Market: at present, the raw material DMC is rising, and the leading raw rubber enterprises are also continuously raising their quotations, first by 1000, then by 200, with a cumulative increase of 1200 yuan / ton to 20700 yuan / ton. Other raw rubber enterprises are adjusted to 21000-21500 yuan / ton, still maintaining a small price gap. At present, some rubber mixing enterprises are still digesting the last round of low-cost inventory, and so are the product factories. Therefore, the stock volume is dominated by a small amount of replenishment, However, the leading raw rubber factory reduced the price before sending out the low-priced goods in the early stage, and everyone said that they did not understand it. This time, whether the continuous increase was due to a sharp reduction in inventory or a sales stimulus, the rubber mixing enterprises still need to wait and see. The raw rubber price will probably continue to rise steadily this week.


Rubber compounding Market: raw rubber rebounded continuously, and the rubber compounding market also rose. The quotation was adjusted to 18500-20500 yuan / ton. Although we learned last week that the rubber compounding of leading monomer factory has been relatively stable recently, so the rubber compounding market will no longer be shipped upside down, the profit of conventional rubber compounding is still meager, and what is more passive at present is that the quotation has gone up, and the silicon products factory is not active in stocking when there is inventory, In order to promote the transaction, and some are not optimistic about the late trend, the phenomenon of selling goods at a profit is still happening frequently. This week, if the price of raw rubber continues to rise, the confidence of rubber mixing enterprises can be boosted, and the phenomenon of profit giving will decline.


From the demand side, it is a fact that the terminal recovery is less than expected. For the current silicon products enterprises, the price of rubber compounds below 20000 is no longer too sensitive, and everyone's mood is relatively calm. After all, the primary problem now is how to seek more orders and fill the machine. However, the recent US cancellation of tariffs on China is expected to rise, and the silicon products market may also benefit from this major event, At present, we can only look forward to the arrival of the inflection point of future demand in calm.



On the whole, the rising trend of DMC continued to stimulate the confidence of the downstream to replenish positions, but we still need to wait and see how the specific stock situation is, and the monomer factory will also adjust the price according to the downstream stock situation.