Half a week later, the silicone market was stable and a little tired. The upstream didn't want to fall any more, and the downstream didn't have much interest in bottoming out. Everyone needed to recuperate. Shandong monomer factory has opened for 9 days steadily, and the DMC price has remained stable at 17300 yuan/ton. In addition, the quotation of chemical grade silicon 421 # Huangpu Port was also stable at 21800~22100 yuan/ton, and the methyl chloride in Shandong continued to rise by 50 yuan, rebounding to 3550 yuan/ton. The high cost of a single factory is hard to change.


With the strengthening of production reduction and price protection in the upstream, the wait-and-see mood also retreated slightly. Some enterprises that have run out of stocks have begun to stock up while reducing production. The contradiction between supply and demand is easing. At that time, it is difficult to say whether the single factory in the loss will stabilize its price and rise, but the downstream is weak. It only focuses on the current order and purchases on demand. In the short term, DMC has limited rise and fall, and the expected fluctuation will remain within the range of three to five hundred.


Raw rubber market: Last week, there were few deals due to the low profit of raw rubber. Yesterday, the online offer of the leading raw rubber factory was lowered by 500 yuan, and it became clear that the profit was allowed to turn dark. The raw rubber was quoted at 18500 yuan/ton. It is understood that the whole cabinet or more than 100 tons can still be negotiated according to the volume, and the discount range is 300-500 yuan/ton, so as to stimulate the rubber mixing factory to place orders in batches. However, recently, the rubber mixing plant is still actively digesting the last round of raw rubber, and the quantity of raw rubber just needed is not large, so it is difficult for the raw rubber to go to the warehouse smoothly. In the short term, the overall supply of raw rubber is still on the high side, and deals focus on trading price for volume.


Rubber mix market: this week, the price of rubber mix is temporarily stable at 17000~17500 yuan/ton, with some low at 16500 yuan/ton. Yesterday, the raw rubber of the leading factory fell by 500, and the rubber mixing enterprises were indifferent. The main factor was that the bottom reading was too much hurt in the early stage, and the market confidence was insufficient, and most rubber mixing plants were still in the state of digesting inventory. In addition, the low price of the rubber compound of the leading factory has suppressed the profit, which has been unable to be effectively repaired, leading to the rubber compound enterprises' "treading on thin ice". Although the terminal demand has improved a bit, it is only a drop in the bucket for the rubber compound market where supply exceeds demand. In addition, the mixing plant needs to be vigilant. This year's market is poor, and there are many enterprises that have lost money. In the fourth quarter, the collection should be positive. Don't lose your wife and lose your troops all the year round.



On the whole, monomer plants will no longer be stimulated by price reduction due to the loss of profits, and some midstream and downstream enterprises are also in the process of stocking up, but the overall delivery and investment are not hot enough, and the market still needs some time to adjust. In the short term, the demand is still the king. As long as the terminal is not recovered, the major silicone enterprises can not afford to turn over any problems. In the long run, under the background of overcapacity, it not only means that some silicone enterprises are faced with the risk of loss at any time, but also means that the transformation and upgrading of the industry is imperative. At present, China has become the world's largest producer and consumer of organosilicon. The downstream deep-processing products of organosilicon still have high added value, and with the long-term spread of low raw materials, the broad market application will further improve.