be careful! DMC fell 200 to 20600 today!
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At the beginning of this week, the upstream and downstream of silicone seemed to be suddenly pressed the pause button, far away from the bustle of last week. This week, silicone enterprises seemed to enter the stage of recuperation. After saving a certain amount of orders in the early stage, the downstream enterprises entered the stage of digesting inventory, the mentality of stock preparation turned flat, and the bidding of monomer factories also temporarily stopped. DMC held steady for four days, offering 20800~21000 yuan / ton. But steady steady easy to fall! Today, Shandong monomer factory took the lead in loosening, reduced by 200, and DMC opened at 20600 yuan / ton.
Chemical grade metallic silicon, the raw material, rebounded slightly after stabilizing the price for many days. Yesterday, 421 × Huangpu port rose slightly by 50, with a quotation of 18400~18900 yuan / ton, with a limited increase. Monochloromethane from some manufacturers in Shandong increased by 100 yesterday to 4500 yuan / ton. Overall, the cost support of monomer plants is still not strong, and DMC is easy to fall but difficult to rise in the short term.
Silicone oil and 107 rubber Market: due to the continuous stability of raw material prices, silicone oil and 107 rubber enterprises also maintain stable prices. This week, the quotation of silicone oil remained at 25000~26000 yuan / ton, and the mainstream quotation of 107 rubber was 21000~21500 yuan / ton. Due to the reduction in the production of monomer plants in the early stage, the supply of silicone oil and 107 rubber also decreased correspondingly. In addition, downstream enterprises had an appropriate amount of goods in stock at the beginning of the month under the impact of the rising trend, and some silicone oil and 107 rubber enterprises had arranged their orders until the end of the month. Therefore, while the market was still in a stable stage, silicone oil and 107 rubber enterprises were busy with production and delivery of documents, and planned to reduce inventory to prepare for the next wave of low-level replenishment. For foreign brand silicone oil, the agent's external quotation is 27000-28000 yuan / ton, and some transactions are still close to the domestic silicon oil price. It is expected that silicone oil and 107 glue will operate weakly and stably in the near future.
Cracker silicone oil and 107 rubber Market: new materials maintain stability, and it is difficult for waste silica gel recyclers to set off a big splash. At the beginning of the week, they also tried to increase a wave, and fell into calm after no one paid attention to it. At present, the raw edge quotation of waste silica gel is between 8500-8800 yuan / ton, and the cracker enterprises are also at a loss if they start work or not. Therefore, in this passive environment, they maintain the most basic operating rate according to their own orders and the situation of workers, Silicone oil is reported at 22500~23500 yuan / ton (excluding tax) this week, and cracking material 107 glue remains a single discussion.
On the whole, at present, the midstream and downstream enterprises are in the stage of digesting inventory, and the expectation of terminal recovery is getting longer and longer. According to this year's supply and demand pattern, the decline is greater than the rise. In the absence of prominent circumstances, it is difficult to replenish positions on a large scale in the short term. It can be seen that the market is still in the process of bad release. Shandong monomer factory has fallen again. The next step is to see how Zhejiang monomer factory operates?