Yesterday, it was calm and calm. The leading monomer factories continued to offer a firm price of 19800 yuan / ton, and the downstream also stood still. The supply and demand sides were fighting secretly. The rise of individual monomer factories in Shandong was like squeezing toothpaste. Today, it rose by 200 yuan, DMC reported 19200 yuan / ton, rising by 400 for three consecutive days! It makes people feel weak. In terms of raw materials, 421 # metal silicon Huangpu port reported 20200-20500 yuan / ton, up another 150%, and monochloromethane in Shandong continued to rise to 5600 yuan / ton. The cost side continued to strengthen, and monomer factories were eager to pull up. However, the demand in reality was very "bony", and everyone was afraid of changing from "gold nine" to "leeks", and was quite cautious in stocking. At present, high and low offers coexist, and it is expected that in the past two days, the operating pattern of low-level rising and high-level falling will still prevail.


Raw rubber Market: at present, DMC is only rising at a local low level, which has not caused a sensation in the downstream for the time being. Raw rubber enterprises have a mediocre performance in receiving orders, so we mainly wait and see first, and the quotation is maintained at 19800-20000 yuan / ton. Last week, the raw rubber factory used low prices to stimulate, because the low-cost source of the mixed rubber enterprise arrived in the inventory soon and was in the digestion stage, resulting in poor market feedback. This week, individual DMC rose slightly, and the rubber mixture was not moved. Most manufacturers believed that the raw rubber factory inventory was unsolved, and they still expected to fall. At present, the raw rubber trading demand is general, and the supply pressure is large. It is expected that the raw rubber market will operate weakly and stably in the short term.


Mixing rubber Market: raw rubber is stable, and mixing rubber enterprises are also stable, with quotations of 18000-19000 yuan / ton. However, low price competition still exists. For the rubber mixing enterprises, their long-term profits have been increasingly damaged, and their continuous bottom reading has also suffered setbacks. Under such a situation of rising and falling, it is easy to be futile to operate too much. We can only wait for the leading monomer factory to say that if it rises, it will rise and if it falls, it will fall.


At present, the most important thing is when the orders for downstream silicon products will burst. Products in traditional fields such as kitchenware, home appliances and household appliances will also decline in an all-round way with the real estate depression. A few popular products can not drive the whole industry, and the order duration is relatively short. The startup rate of silicon products factories will also be greatly challenged. In the long run, with the low and stable level of silicon materials, the application fields that can be replaced will gradually increase, and the demand for customization will also be more and more. Therefore, innovative development is still the only choice for the rubber mixing enterprises that are in difficulties at present.


On the whole, DMC is rising in some parts, and downstream enterprises have not yet taken notice of the news, focusing on leading monomer factories. However, from the recent situation, Xinjiang and Sichuan are under great pressure on transportation, and it is understood that the last round of orders have not been delivered yet, which may also be the price stabilizing factor.


In the follow-up, with the active private promotion of other monomer factories, the prices will rise again after the inventory is eased. If the leading monomer factories can still operate stably, this round of rebound can be regarded as having real confidence. Otherwise, it is meaningless to take a false shot!