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DMC, raw rubber, and rubber mix... all fell by 500! World Cup effect, this silica gel sold 60 million

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Explosive cold! Argentina lost 1:2 to Saudi Arabia. How many people couldn't sleep last night! But the silicone market is still increasing, and the dark drop turns to the clear drop! Yesterday, the leading factory cut 500 yuan/ton of silicone raw materials on the e-commerce platform, DMC and 107 glue fell to 17500 yuan/ton, and raw rubber 18000 yuan/ton. In fact, this price has long been the price of market trading, which is just a showdown. At present, the low price of DMC is still struggling at the 17000 mark, and it is expected that it can still persist.


In terms of rubber mixing, since the turnover of raw rubber was 18000-18500 yuan/ton after the Double 11, it was also indifferent to the leading company's lowered quotation. Although everyone agreed that the price had reached a low level, the production reduction of the monomer plant could not be sustained for a long time, and the subsequent supply of raw rubber would gradually increase with the recovery of the plant, so it was not significant to stock up, and the purchase was mainly based on the order quantity. At present, the price of the rubber mix is 16000~17000 yuan/ton, which brings great competition pressure. Most manufacturers follow the mentality of "no loss, no loss, no loss, no loss" and appropriate free porters!


However, don't be overly pessimistic about silicon products. Now, during the World Cup, the ubiquitous organic silicon must also have a circle of products. We must rub a hot spot. For example, during the World Cup, there must be silicone bracelets from various national teams. According to professional statistics, the total sales volume of silicone bracelets of World Cup teams has reached 60 million since the opening of the World Cup.


In addition, during the Qatar World Cup, alcohol containing products will be banned from the eight stadiums where the competition is held. For this reason, a silica gel cola cover went out of the circle. Many fans put wine into the silica gel cover like cola to cheat the security check. At present, eBay has launched the purchase link of this silicone cola cover, with a price of up to $15 and 3.


In the future, the buyer's market still dominates, and the upstream can only suppress the desire to rise. At the same time of passive shipment, the inventory accumulates day by day, and most of this year's bottom hunting has become a "joke". However, since November, the macro benefits have increased frequently. Although it still takes some time to land, the market confidence is recovering little by little. Therefore, some silicone enterprises believe that strong expectations still exist, The low point of the year before may be able to make a dent.


Here I would like to remind you that at present, domestic and international demand has declined significantly, and a large number of new capacity has been added in the upstream of silicone this year. The imbalance between supply and demand has become a key problem that cannot be solved in the medium and long term. After surviving the cold winter in December, the lower reaches may welcome warm spring, but the upper reaches should still be alert to the late spring cold, and the rate may also rise short and fall long next year. Are you ready for cotton padded clothes as raw materials? Proceed with caution!

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