Open down! DMC reports 17300! The profit of raw rubber is 200-500! Do you still have the courage to copy the bottom of the rubber mixture?
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After stabilizing the silicone market for more than ten days, Shandong Monomer Factory opened down 200! DMC reported 17200 yuan/ton. Judging from the recent trend, monomer plants are now oversupplied. Even if some monomer plants have maintenance plans, they are only a small part of the huge supply side. In addition, the downstream always have limited inquiries, which makes it difficult to alleviate the oversupply situation. While the 421 # metal silicon is firm at 21500~21800 yuan/ton, and the methyl chloride in Shandong is adjusted to 4100 yuan/ton. For the monomer plants, the pressure of high cost is still great. However, under the expectation of shipment, the cost has lost its supporting value, and the monomer plants are still making profits in private. It is understood that there was room for many mainstream DMCs to negotiate 500 yuan/ton yesterday, and they moved closer to the low price one after another without accident, The leading factory is expected to have a wave of operation in recent two days.
Raw rubber market: After the festival, there has been no big move in raw rubber, and the market transaction atmosphere is also cold and quiet. However, yesterday, raw rubber factories began to adjust secretly, and the price on the surface was 19000~19200 yuan/ton, but in private, they were also ready to move, and the phenomenon of steady decline was concentrated. The volume of transaction was negotiated, and there was 200-500 profit margin. However, after the last night of craziness, the rubber mixing enterprises no longer purchase aggressively and stock up properly according to their own orders. Therefore, whether the next cut of meat and profit can stimulate the rubber mixing needs to be verified by the market. The steady decline of raw rubber in the short term is a big probability event.
Rubber mix market: At present, the dark drop of raw rubber is common, and the rubber mix factory loses every time it buys, often because the last round of low price goods has not been used up and another wave of lower prices has hit confidence seriously. From the situation of receiving orders after the festival, the shipment of rubber mixture was OK. Due to the effect of Double 11, Double 12 and Christmas, the orders of some silicon product factories have recovered. However, the single plant has excess capacity, which can only be extended downward step by step. The competition for rubber compounds is fierce, and the price has been on the edge of loss. Many manufacturers just continue to reduce production. This week, the mainstream price of rubber compounds is weak and stable at 17000~18000 yuan/ton. Some manufacturers have lower prices for stock reduction.
In general, before there is a large order for silicon products, the cost side stimulation alone is very limited. It is better to focus on the market than on customers. After all, it is difficult for large manufacturers to meet all the individual requirements of silicon products.
On the whole, the temporary calm still cannot restrain the upstream's desire to ship. With the continuous decline, the enterprises offering online will inevitably lower their prices. However, the single factory with high cost has already been in deep losses, and the price war has started again. It is estimated that the single factory with low cost will also face this embarrassing situation. They are all powerful masters. It's really hard for anyone to do it.