This round of supply-demand tug of war has just started, and some monomer factories in Shandong have made a small increase of 100 every day. Today, DMC rebounded to 19800 yuan / ton, and other monomer factories are also eager to try. They plan to increase synchronously. However, they may have to stop before they start. First, the midstream and downstream enterprises do not buy it. Second, last night, DMC of the main monomer factory in Zhejiang fell by 500, the quotation was adjusted to 20000 yuan / ton, and raw rubber fell by 200 to 20500 yuan / ton, This fall undoubtedly broke the alliance of other monomer factories again!


Yesterday, Xiaobian said that the key point of the current trend is demand. There is no demand. It may be possible to rely on the emotional side only once or twice. In the long run, it can only be a situation of price without market.


Silicone oil and 107 glue: at present, DMC of the main monomer factory fell again, 107 glue temporarily held steady, and reported 20000 yuan / ton synchronously with DMC. Other silicone oil and 107 glue enterprises have not adjusted their quotations for the time being. After DMC fell below 20000, wait for the opportunity to make up a wave of low-priced positions and then readjust their quotations. This week, the quotation of silicone oil is 24500~25500 yuan / ton, and the quotation of 107 glue is 20000~20600 yuan / ton. Foreign silicone oil brands: affected by the situation of domestic silicone oil, foreign silicone oil enterprises also continue to make profits. At present, the transaction price of agents has been adjusted to 26500-27500 yuan / ton, which seems to have a trend of bidding with domestic silicone oil. On the whole, at present, silicone oil and 107 rubber enterprises are under great pressure to ship, mainly making profits.


Cracker silicone oil and 107 glue: as soon as Shandong manufacturers rebound, waste silica gel recyclers compete with each other, and the raw edge price has risen to 8100~8600 yuan / ton in the past two days, regardless of the long-term upside down cracker enterprises. At present, most cracking material plants are still under half operation, and only low viscosity cracking silicone oil has a slight profit. The quotation of cracking material silicone oil this week is 21500~22500 yuan / ton (excluding tax). Although it is normal for waste silica gel recyclers to hype the price, for cracking material enterprises, the current raw edge price has long been out of the normal track. Everyone is reducing production while purchasing a small amount of rigid demand to maintain basic workers, equipment, etc. this year, cracking material manufacturers are probably weak.


On the whole, when it fell below 20000 in the past two months, monomer factories faced difficulties in making profits. Therefore, as long as they had the opportunity to increase, they would not let go of even the slightest sign. The middle and lower reaches also believe that the pain point of monomer factories is below 20000, and the monthly batch stock demand will be centralized procurement after falling below 20000. Therefore, the upstream and downstream at this gateway node, repeated game adjustment, the range of 1000-2000 yuan fluctuation! The current price is infinitely close to the low level. With the further fermentation of bidding, a new round of goods preparation node may kick off in recent days.