In the last two days of August, the monomer plants fell both openly and secretly. However, there was no fluctuation in the hearts of the middle and downstream manufacturers, and they quietly saw the ups and downs in the upstream. It can be seen that the current price for volume has not been stimulated in place. With the end of the order delivery of the monomer plants, the willingness to accept orders in September is getting higher and higher, and the bidding strength of each factory may be fully released this week.


Yesterday, some monomer factories in Shandong continued to decline. The price of DMC was lowered to 19000 yuan / ton, while the price of leading monomer factories was adjusted late at night. DMC was temporarily stable at 19800 yuan / ton, while 107 rubber was lowered to 19300 yuan / ton, and raw rubber fell to 19800 yuan / ton. The upside down pattern was again seen! Other monomer factories quickly followed the decline on Monday. When they woke up, the prices changed again. It is expected that they will follow the decline again today.


From the supply side, the price of raw material chemical grade metal silicon continued to fall this week. The price of 421 # has now reached 21100-21300 yuan / ton, and it is expected that it will continue to decline in the short term. For the monomer plant, the downstream demand is poor, and the price reduction is urgently needed. At this time, the cost side is weak, which also eases the pressure for the monomer plant. In addition, at present, the price of chloroform in Shandong Province is 4600 yuan / ton, and the price rises slightly, so it is difficult to play a supporting role for the time being.

In terms of operating rate: since the price increase in the early stage did not get a good feedback, now the order delivery has entered the final period, and the price has also dropped again. Based on the high price of metal silicon and the risk of loss faced by some monomer plants, the passive negative reduction and production reduction this week have increased. However, from the perspective of the overall supply and demand pattern, the production reduction of monomer plants is far from enough.


From the demand side, it is about to enter September, and a new round of order receiving period is coming. At present, the downstream enterprises are not only delivering the few remaining orders on hand, but also watching carefully. Based on the weakness of terminal demand, the downstream enterprises dare not buy easily, and they are afraid of copying the bottom. They are waiting for the opportunity to fall below the last round of low prices and then purchase according to the order amount!


To sum up, the current situation of organosilicon enterprises is: the price of metal silicon is weak - the monomer factory's bidding and profit transfer stimulate orders - the downstream enterprises dare not arbitrarily copy the bottom price - the terminal demand continues to be poor. In the final analysis, the core factor affecting the market of organosilicon is still attributed to the end market. If there is no breakthrough in the terminal, the organosilicon industry chain can only continue to move forward passively and hard from top to bottom!