On the evening of November 28, the "third arrow" to support real estate financing was launched. The CSRC announced that it would adjust and optimize five measures in equity financing to support the steady and healthy development of the real estate market. So far, the three financing channels of credit, bond and equity have been launched together to promote real estate financing. Affected by this, after the opening on November 29, real estate stocks rose almost on the whole line, and several stocks were closed at the opening limit.


Affected by this, the silicone stock is also in full swing. However, this kind of strong expectation "policy package" is still far from satisfying the current market of silicone. On the last day of November, the price will be stabilized! Shandong monomer plants reported 16600 yuan/ton. Although other monomer plants gave up profits, they basically did not break through the 17000 threshold. From the overall trend in November, as of the 30th, the mainstream DMC quotation was 16600~17500 yuan/ton, and the average price in November was 17798.9 yuan/ton, down 6.4% month on month and 48.77% year on year


Raw rubber market: In November, the raw rubber generally ran downward, and the current quotation is 18000~18500 yuan/ton. The average price in November was 18527.39 yuan/ton, down 1.62% month on month and 46.85% year on year. This week, the leading raw rubber plant has not been adjusted, and the rubber mixing plant is also passive. December is the key stage of stock preparation before the year, and the rubber mixing plant will also prepare some points. As the loss is extensive this year, the radical operation will be significantly reduced. Therefore, the raw rubber factory is also struggling. The limited demand will not stimulate more quantity even if it falls more. However, the order is easy to be taken away by other factories without making profits, and the pressure of stock reduction cannot be alleviated. On the whole, the probability of the gravity center going down in December is still very high, but the loss has been long, so it is not easy to give way to profits, and the space for negotiation is only three or five hundred times.


Rubber mix market: raw rubber will go down, and rubber mix will follow. At present, the price of rubber mix is 16000-17000 yuan/ton, and the average price in November is 16965.15 yuan/ton, down 2.03% month on month and 43.57% year on year. As the raw rubber factory is under great pressure for shipment, most rubber mixing enterprises believe that there may be a batch of raw rubber clearance at a reduced price near the end of the year, so they are in a heavy mood for decline. In terms of shipment, on the 11th day of the 20th lunar month, once the Christmas order was completed, the commencement of silicon products was further reduced, and most of them were in the stage of half opening and half stopping, and the end of the year was the stage of settlement. Some product factories were short of capital chain and had limited stock of rubber compounds. Therefore, under the environment of more monks and less porridge, the rubber compounds were still in vicious competition, and the transaction price was confused.


On the whole, the intensive introduction of good news shows that the overall environment is very severe, and how can organic silicon be independent, not to mention the crazy expansion in recent two years, which has exacerbated the crisis of overcapacity. The year 2022 is coming to an end, and this year's highlight will only be in March. Next, we have been struggling with high expectations and weak reality. From 28000 to now, the entire industry chain has been immersed in inventory removal.