As soon as the market falls, everyone is anxious. It is known that most monomer plants have already made sales promotion at a loss, and the market may change at any time. Therefore, preparedness and unpreparedness are still in a tangle. Judging from yesterday's trading, the monomer plants are still calm in receiving orders, and downstream enterprises are basically still waiting to fall. Local bargain hunting has also promoted the monomer plants' bidding. Some individual monomer plants in Shandong had DMC below 19000 and offered 18800 yuan/ton. Other monomer plants followed the leading monomer plants one after another. At present, mainstream DMC offers 19300-19500 yuan/ton.


At the same time, due to the continuous high price of the raw metal silicon, the cost side is high, and the demand side is focused on the wait-and-see, under the pressure of many parties, the loss area of the single factory continues to increase. The subsequent price competition support of some manufacturers is limited, and the DMC decline is difficult to expand rapidly.


Vapor phase white carbon black: The prices of raw materials silicon tetrachloride and methyl trichlorosilane fluctuated slightly this week, and the cost side was still relatively stable. The mainstream price of vapor phase white carbon black was 28000-31000 yuan/ton. According to the recent order receiving situation, the downstream enterprises such as high-temperature glue, room temperature glue and seam sealant have weak market performance and purchase intention. With limited orders, the competition of fumed silica enterprises continues to be fierce, and some enterprises still make profits. In the short term, the gas phase white carbon black continues to operate in a weak position.


Precipitated white carbon black: the main quotation of raw sulfuric acid and soda ash is stable this week, with limited cost impact. The mainstream quotation of precipitated white carbon black for silicone rubber is stable at 7200~7800 yuan/ton. In the current situation of weak terminal demand, the digestion cycle of rubber mixing enterprises is slow, and the purchase of precipitated white carbon black is weak. In addition, each manufacturer has sufficient inventory. Under the crazy inner volume, white carbon black enterprises are also developing high-performance products. In the short term, the precipitated white carbon black mainly operates smoothly.


On the whole, in order to stimulate the order volume, the monomer factory lost money and gave up profits, while the downstream with the demand for stock needed to wait for two or three days for the market that had just fallen, waiting for the opportunity to enter at a lower price. At present, the two sides are entering the sprint stage of this round of game. After all, under the situation of increasingly expanding loss, the single factory will not give up profits for long. Once it receives a batch of orders, it will start to rebound. Downstream enterprises are also alert to the rebound after the upstream flash fall, so enterprises planning to copy the bottom are also rubbing their hands.