Cost reduction! Yesterday, the online offer of 421 # metal silicon, the leading leader, was lowered to 21500 yuan / ton, 500 lower than last week. Meanwhile, the price of monochloromethane in Shandong continued to drop by 300 yuan, and the price was 4200 yuan / ton. Today, the opening price of Shandong monomer factory fell by 200 yuan, and the price of DMC was 20300 yuan / ton. The price of other monomer factories was temporarily stable at 21000-21500 yuan / ton, but it would be difficult to support the price under the weak cost support. The downstream maintains the mood of waiting to fall, mostly focusing on digesting inventory and limited enquiries. Therefore, the orders received by single factories this week are generally. It is understood that individual single factories are in line with the low price in order to promote the transaction. Therefore, the small editor predicts that if this situation continues, other single factories may be unable to control it and the price will gradually drop.


Raw rubber Market: this week, the price of raw rubber has also stopped rising. At present, the price is stable at 21800-22000 yuan / ton, and some manufacturers have increased by 500. However, from the order situation in recent days, it is not significant. The raw rubber enterprises are obviously not good at receiving orders. However, considering that the mixed rubber enterprises have made up a certain amount of positions last week and the low-price orders in the previous period have not been delivered yet, as long as the leading raw rubber factories are stable, other raw rubber factories will not be very impatient, and the price is mainly stable. However, we need to note that traders have already taken the lead in advance, and the transaction price of some raw rubber has been transferred to 21000 yuan / ton. On the whole, the new order transaction this week has entered a stagnant stage. The raw rubber factory mainly focuses on the delivery of early orders. It is expected that the raw rubber will fall steadily in the short term.


Mixed rubber Market: the price of raw rubber is stable, and the price of mixed rubber also remains at 18500-19500 yuan / ton. As the price of raw rubber has been rising for a whole week, it is temporarily stable at a high level. Although the mixed rubber has been rising, the range is small. As for the current raw rubber price, the cost of mixed rubber is still high. In particular, the risk of falling back after purchasing raw rubber is large, and the profit that is already in danger is facing losses even if it is not properly stepped on. This is the normal situation of this year's mixed rubber plants. In addition, the low-cost raw rubber purchased in the early stage has successively arrived in the warehouse, and the cost of mixed rubber plants is divided, The competition will be more intense. Therefore, at present, the rubber mixing enterprises are cautious and cautious in purchasing raw rubber.






From the demand side, due to the "double 11 and Christmas" effect, the stock of silicon products enterprises in August is indeed warmer than that in June and July. However, this demand is as good as a drop in the bucket, and it is difficult to stimulate a large splash on the market. In the short term, the mixed rubber market remains weak.


On the whole, the cost side of the single plant is falling, while the demand side is still struggling, which also gives a question mark to the stable price. In the short term, the price of raw metal silicon is difficult to regenerate, and the impact of cost on the price of DMC is sharply reduced. Now, supply and demand are reversed, and demand is the most important thing in the game. The single plant is afraid of the downstream demand market and returns to the operation of exchanging price for quantity.


Over the past two days, everyone has been forwarding an article by president Ren, taking survival as the main program. The last time this kind of deafening voice appeared in 2018, Yu Liang, chairman of the board of directors of Vanke, shouted "live". At that time, the market seemed not to care. However, we silicone enterprises also had a personal experience of how difficult real estate has been in the past two years. Nowadays, the voice of the technology giants has aroused strong resonance among everyone. The global economy is in recession, the consumption capacity is declining, and geographical conflicts are constantly occurring.... this reminds me of a phrase that has often occurred in recent years. A grain of sand of the times falls on the head of an individual is a mountain. With the sluggish demand, the space for speculation in raw materials becomes narrower and narrower, forcing more enterprises to spend time optimizing product structure and improving their core competitiveness. Only if they survive can they have a future!