The news that attracted the attention of the industry yesterday was not that it fell by 200 again, but that the waterproof giant Dongfang Yuhong planned to acquire 60% of the shares of Xingfa Lexus for 28.8 million yuan and start comprehensive strategic cooperation with Xingfa Group! The stronger the stronger, in the increasingly harsh market competition environment, the probability of strong combination is the main theme of the future development of the silicone industry.


Back to the daily market, Shandong monomer factory, as the price vane, restarted to yield profits, and DMC dropped to 17400 yuan/ton. Although other mainstream monomer factories remained stable at 18000-18200 yuan/ton, the middle and lower reaches were indifferent, and the market atmosphere of gloom rose quietly. From the supply side: metal silicon has a strong resilience. After a slight drop of 200 last week, it returned to stable operation this week. Monochloromethane in Shandong Province has been continuously reduced by 450 yuan/ton in November, and the current quotation is 2550 yuan/ton. The comprehensive cost is still slightly weakened, and it is difficult to improve the marginal effect of individual plants. Therefore, the shutdown and load reduction still need to be continued. However, for some devices that have been stopped for half a month, it is also under heavy pressure to stop again. In addition, there are new capacity being tested. In the medium and long term, the supply side has little room to play with the price.


Judging from the current demand situation, it is not possible to solve the problem by giving a little profit to raw materials. Even if the goods are purchased at a low price and the terminal does not receive orders, the middle and downstream stock will easily become inventory. Therefore, at present, we can only "lay flat" just need to stock up. After all, overcapacity has been deeply rooted in the hearts of the people, and the middle and downstream enterprises are involved in it without any effort. From this week's perspective, the market of "beating the small fry" is of little significance, and the order situation is still unsatisfactory.






On the whole, the supply of raw materials is excessive and the terminal demand is insufficient. It is difficult for monomer plants to break the deadlock after several ups and downs. The market is "silent". For individual manufacturers to adjust again, whether the new round of interest giving bidding of the main leaders can be successfully started depends on the inquiry situation in recent two days. On the whole, the steady decline of DMC is a highly probable event.