Three bottoms to the end? DMC, silicone oil and 107 glue are temporarily stable today! Steady! Steady! Pay attention to the downstream "bargain hunting layout"
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The game continues! Due to the unsatisfactory transaction in the near future, some monomer factories in Shandong dropped another 300 yesterday, and DMC reported 18900 yuan / ton, and the receipt of orders improved. Today, Shandong and Longtou monomer factories held steady, but yesterday, the transaction price of some monomer factories fell to 19000 yuan / ton. Under such a price is basically flat, the market orders will be divided, and the open and closed bidding may continue.
This week, silicone oil and 107 rubber factories just need to stock up in small quantities, and the stock up at the bottom is still waiting to see whether the customers have placed orders. With the current low level, it will be slightly stimulated. Once some enterprises or trade enter the market, it may quickly drive a large wave of centralized stock up. Therefore, we should pay close attention to the downstream bargain hunting layout, oversold or bargain hunting? The probability is synchronized and complementary!
Silicone oil and 107 glue: at present, the decline of DMC in some parts has increased, but 107 glue has not yet made efforts, holding steady at about 20000 yuan / ton, and the transaction is not surprising! Although the price of silicone oil leading monomer factory has not been adjusted, some manufacturers have made profit in advance. This week, the silicone oil market quoted 24000~25000 yuan / ton. Foreign silicone oil brands: affected by the downward trend of domestic silicone oil market, in order to promote shipment, the quotation of foreign silicone oil agents fell slightly, and the transaction price was adjusted to 26000~27500 yuan / ton. In the short term, domestic and foreign silicone oil enterprises have a competitive trend, and it is expected that there will be profit transfer later. On the whole, the new orders of silicone oil and 107 rubber enterprises are not good at present, and the subsequent deposit is expected to follow the decline.
Cracking material silicone oil and 107 glue: new material prices are reduced, and waste silica gel recyclers follow up slightly. This week, the raw edge quotation is reduced to 7600~8000 yuan / ton, but there are not many orders for silicon products, and raw edge materials are sold at a low price. For cracking material enterprises that have been upside down for a long time, it is difficult to ship at a loss, and the raw edge price is high. Most of them are purchased by new plants in a small amount, and the old cracking material plants mainly produce new materials. Therefore, the trading volume of waste silica gel that has been deliberately raised has always been poor. At present, the cracker plants under the pressure of both supply and demand are in a dilemma, with low viscosity silicone oil trading in the majority. This week, the price of cracking material silicone oil is 21000~22000 yuan / ton (excluding tax), and the price of mold waste rubber is partially used. The price of silicone waste rubber production is lower. On the whole, it is in a unprofitable situation.
On the whole, at present, the upstream and downstream game is on the verge of a node, but the specific price at which it will break out still needs to wait for the final force by force result. Is it the monomer factory that takes a quick step and suddenly launches a rebound that makes the waiting of downstream enterprises fall short? Or did the downstream successfully bargain hunting before the upstream rebound? During this period, the subtle operations were flawed and fallacious. Xiaobian hereby exhorts everyone to be cautious in all operations and thoughtful in all plans. In the tug of war, who is the hunter and who is the prey always inadvertently changes.