it's too hard! November is coming to an end. It is only 58 days before the New Year, and the market is still deeply involved in the loss making promotion. Today, some monomer plants in Shandong Province have dropped below 17000 yuan/ton, DMC has offered 16900 yuan/ton, and other monomer plants have offered 17000~17500 yuan/ton. Some devices have been shut down for nearly 2 months, or are ready to retire or wait and see for a while to restart. In short, staged overcapacity is inevitable, and future upstream and downstream integration may also be near. This week, it was adjusted with the decline of leading monomer plants, and other monomer plants had already left the market to make profits and compete for orders. There was an appropriate amount of small gang in the downstream to stock up, but the influence of mask factors in various regions was intensified, and shipment and receipt were greatly restricted. The warehousing schedule was forced to be extended, and the rebound was still far away!


Silicon oil and 107 glue: at present, silicon oil is quoted at 19000~20000 yuan/ton, and 107 glue is quoted at 17500~17800 yuan/ton. As the silicone adhesive is in the traditional off-season, the procurement is not good. However, recently, the single units of foreign giants have been stopped again, and the delivery is facing delay, which has less impact on the domestic silicone oil and 107 glue market, while the agents still have some inventory, so the supply of goods is not tight. At present, foreign brand silicone oil is quoted at 21000-22500 yuan/ton in bulk.


Cracking material silicon oil and 107 glue: the new material is falling slightly, the cracking material enterprises are just waiting for a while, the waste silica gel recyclers are no longer struggling, and the raw edge receiving price is 6000~6300 yuan/ton (excluding tax). As the cracking material enterprises are still slowly digesting the high price raw edge, the silicon oil yield is also very limited, and the basic price of conventional viscosity is 16800~17500 yuan/ton (excluding tax), the disadvantage is hard to change!


From the demand side, local management and control, outdoor construction is difficult to boost, silicone glue enterprises are also facing the pressure of going out of the warehouse, and the operating rate remains at a medium low level, even some small and medium-sized enterprises with poor benefits have planned to take holidays in advance. In the short term, the demand side is still weak. However, the macro favorable policies were still released frequently. On the 23rd, there were three major favorable policies in succession!