The organic
silicon market is still calm when the Silver Cross is counted down, which makes people "a little flustered". After all, there are few "good opportunities" in the market this year because the Silver Cross has not caught its tail. Today, DMC's mainstream quotation is 17400~18000 yuan/ton, but it is different from the previous one. This Monday, some monomer plants in Shandong have broken the deadlock with one effort, and a small increase of 100 yuan is a signal to raise prices. Although no other monomer plants have followed up, the situation in the past two days shows that: first, orders are getting better, and second, monomer devices are still reducing production. Both of them can show that the determination of the monomer factory to stabilize the price is relatively strong now, and there is no need to panic about the downstream stock.
Raw rubber market: Although the small rise of local raw materials cannot shake the negative attitude of rubber mixing enterprises, the leading raw rubber plants are still calm at present, and the quotation of raw rubber enterprises is also synchronous and stable at 18500~18800 yuan/ton. There is room for negotiation on the transaction of finished vehicles. With the extension of the production reduction to the raw rubber production capacity, although the manufacturers have a strong desire to go to the warehouse, there is little room to make profits. In the short term, the rubber mix manufacturers are not only limited in terminal demand but also lack confidence in the raw rubber inquiry. There is also an important factor that needs time to repair their mentality. This week, the turnover rate of raw rubber is still based on demand, and the subsequent operation is still stable. The rubber mix has also digested part of the inventory, The market stock strength may be demonstrated.
Rubber mix market: the price of raw rubber is stable, and the price of rubber mix is also stable. This week, the mainstream price of rubber mix is 16500~17500 yuan/ton. At present, the game between the upstream big factories has not been able to have a greater impact on the rubber mix market. After all, there were too many failures in bottom hunting before, and the rubber mix enterprises have already had a calm mind after the wind and rain. In the short term, the rubber mixing enterprises need to actively digest the inventory, the downstream silicon products will no longer struggle with the current low price, and the stock preparation is more inclined to the cooperation of quality, service, accounting period, etc. According to our visit to several rubber mixing enterprises, under the crazy inner volume, each rubber mixing factory has significantly improved its product innovation, which also means that the high-temperature rubber market is accumulating strength and constantly expanding more applications. In general, the rubber mix market remained stable.
On the whole, the raw materials fluctuate slightly at present, and the middle and upper reaches have gathered their attention, but they are still mostly wait-and-see. The reversal initiated by the supply side cannot stimulate the silicone market for the time being. However, we should not ignore the determination of the monomer factory to support the price. After all, profit is the reason why they refuse to decline deeply. However, in the long run, demand still dominates.