It's rising again and again! Under the sound of film restriction, chemical grade metal silicon 421 # increased every day, and it increased by 800 yuan / ton yesterday. The quotation of Huangpu port rose to 20900-21200 yuan / ton. Under the background of strong raw materials, the monomer factory faces the rapidly rising cost, and the low price reluctance to sell obviously heats up. Yesterday, two monomer factories in Shandong and Zhejiang pursued again, rising 600 and 500, and the price of silicone met another round of rising impact. By the time of press release, the mainstream price of DMC was 20000-20300 yuan / ton, and 107 glue increased to 21000-21300 yuan / ton.



In the short term, the metal silicon is surging, and the single plant can only actively follow up if it wants to make no loss. As the terminal demand is still uncertain, whether it can continue to receive orders after the pull-up is also a big test. If the upstream and downstream cannot achieve synchronization, the production reduction is also a probable event.


Raw rubber Market: with the cost rising all the way, raw rubber manufacturers have also started the continuous price increase mode. After the leading raw rubber factory increased 1000 on Monday, it increased 500 again yesterday afternoon or evening. At present, the raw rubber price is 21000 yuan / ton. At this moment, many people beat their chests and feet: "last week's 19500 yuan / ton was actually picked up by reversing. Why did you miss it?"


Judging from the delivery of raw rubber in the past two weeks: at the beginning of the month, most manufacturers had copied the bottom and prepared goods, but the arrival period was long. Now, there is a situation control, and it is expected that the arrival time will be delayed again. In addition, some raw rubber factories have unwritten regulations that high-priced goods are shipped first and low-priced goods are shipped later. However, the raw rubber turnover last week was very small, and this week the raw rubber factory was reluctant to increase its sales. Therefore, in the short term, the rubber mixing factory has an appropriate amount of just needed replenishment orders, which will help the rebound of raw rubber.


Generally speaking, at the beginning of the month, most manufacturers have prepared goods, and short-term procurement is mainly based on emergency small batch orders. The raw rubber factory does not reduce production, and the pressure of continuous inflation is also great.


In just two days, the raw rubber has risen by 1500 continuously, which is a sharp contrast with the previous toothpaste squeezing. The rubber mixing enterprises dare not slow down, and their prices follow up urgently. However, the adjustment of the rubber mixing of the leading factory is not much, leading to the small increase of other rubber mixing factories. At present, the price of rubber mixing in South China is 18000-18500 yuan / ton. The price of mixed rubber of Longtou factory is 17500 yuan / ton.


Under the pressure of low prices, the mixed rubber enterprises that have been eager to increase prices dare not chase up the price at will. After all, the mixed rubber enterprises are quite cautious in preparing goods under the pressure of costs and downstream demand for a long time, and the situation that the supply of the mixed rubber Market exceeds the demand in the short term cannot be changed. We all hope that the low-cost raw rubber will arrive as soon as possible in the rising stage, so as to gain some profit space.


From the demand side, the silicon products enterprises have also added some stock volume due to the influence of buying up or not buying down this week. However, Zhejiang's power rationing and local Yi situation also have a certain impact on the local downstream operating rate. On the whole, if the end consumer market does not substantially improve, the silicon products enterprises will not make any major moves, and the driving force for continuous rising is limited. More often, they still choose bargain hunting and just need to cover their positions. Especially under the large-scale competition of rubber mixing plants, the bargaining power of silicon products is enlarged, which can effectively control the procurement rhythm.


On the whole, this round of rising trend is the same as last year's power limit, and metal silicon has been rising continuously. However, this year, the downstream orders have shrunk, and the upstream production capacity has greatly increased. Whether the golden nine silver ten can arrive as scheduled, we dare not have too high expectations. Therefore, the increase of the monomer factory can only be adjusted according to the cost, and try to maintain it near the cost line. The short-term rise of metal silicon is still expected to further rise, and the monomer plant needs to adjust its quotation in time based on the comprehensive cost and demand. The probability is easy to rise but difficult to fall