Unfortunately, some individual monomer plants in Shandong fell another 200 yuan yesterday, and DMC reported 17400 yuan/ton. Although it is expected, it is what we do not want to believe or see. At present, the signal transmitted from the terminal to the upstream has affected everyone's more pessimistic attitude towards next year. At present, most downstream enterprises are still in the stage of digesting inventory, and their readiness to prepare goods is low. Therefore, although other monomer plants are willing to ship, they have not followed up yet, and they still maintain a stable price of 18,000 yuan/ton, mainly on the sidelines.


Raw rubber market: DMC partially gave way to profits, but the raw rubber remained unchanged. At present, the quotation is still stable at 18500~19000 yuan/ton. The rubber compound is highly alert to the risk of decline, and the stock is basically stagnant. The raw rubber enterprises are under heavy pressure to ship, so they can only maintain production reduction. At present, the society and warehouse superpose the factory and warehouse, the raw rubber supply is abundant, the quotation is stable or falling, and there will not be much operation for the rubber mixture.


Rubber mix market: the raw rubber is stable, so there is no room for the rubber mix to fall. At present, the mainstream quotation is 16500~17500 yuan/ton. For small and medium-sized rubber mixing enterprises, the downstream silicon product enterprises have limited demand, and the low price is the priority for the purchase of rubber mixing. However, the low price of leading factories is in the first place. Small and medium-sized rubber mixing enterprises have already lost the advantage in price, so they have to take advantage of surprise and expand from price competition to quality and service. However, for many enterprises, quality and service is a long-term investment, not only the upgrading of talents and equipment, but also the more important thing is that the mentality of enterprise operators should be precipitated, and it may be difficult to make money by hoarding goods in the next year or two.


On the whole, at present, some monomer plants in Shandong have made a tentative attempt, dropping 400 for two days in succession, but the stock situation of midstream and downstream enterprises has not increased significantly, and other monomer plants are still stable. In the future, if the middle and downstream enterprises still need to stock up as always, and the metal silicon remains stable, it is expected that this concession will squeeze toothpaste as before. To sum up, this year's silicone market is dominated by demand. The change of monomer plants always depends on the downstream stock. In the future, we should focus on the demand changes in the middle and downstream and terminals.