The monomer factory has started to make moves! Now, many places in China have announced the release of seals one after another, which is not a "heaven sent opportunity" for the silicone market, but with the recent good news, everyone's mood has begun to become positive. In recent days, the monomer plants have also taken many actions. The mainstream monomer plants secretly cut prices to stimulate, and the DMC firm price fell to about 16600-16800 yuan/ton. On the other hand, some monomer plants in Shandong increased prices by 100 yuan yesterday due to the continuous low price in the early stage, and DMC quoted 16700 yuan/ton. Don't be a one-day tour again. Stimulated by the profit concession of the mainstream monomer plants, the middle and downstream enterprises gradually entered the market, and the stock volume was basically about one month, while some optimistic stock volume was close to two months.


Raw rubber market: Since we have started to yield profits, the raw rubber market will not hesitate. Although the quotation of raw rubber gelatin remains at 18000 yuan/ton, the transaction price has already fallen to 17500 yuan/ton. The rubber mixing enterprise thinks that the short-term risk is not big. In recent two days, it has actively carried out the stocking action, and the raw rubber orders have obviously increased. As Xiao Bian said, if the price falls to this level, let another wave of sincerity be full. With the regular rhythm of winter storage, the upstream and downstream finally link up!


Rubber mix market: the raw rubber has dropped by 500, and the rubber mix has been adjusted slightly. The price of conventional hardness in South China is 16000~16800 yuan/ton, and there is 200-500 room for negotiation. Previously, the rubber mix was actively moved to the warehouse, hoping to stock up a batch of low-cost raw materials before the year. Now, it is finally expected that the raw rubber will break the historical low level, and the stocking mood is gradually rising, and the silicon product factory also follows the pace. The delivery of rubber mix has improved compared with the previous two weeks.


To sum up, it is effective for raw rubber to give way to profits. Enterprises of mixed rubber and silicon products are actively preparing for goods. The high-temperature rubber market may be able to reflect on it years ago.


On the whole, as 2023 is getting closer and closer, under the competition between strong expectations and weak realities, the monomer factory takes the lead, and the middle and downstream enterprises also actively take the initiative to eat a batch of low price goods at the end of the year. After all, everyone is also optimistic about the trend after the year. This time, profit giving has played a role, and the market trading atmosphere has improved greatly.


As for whether there will be a rebound before the year, Xiao Bian doesn't think it's meaningful. In the next 20 days, the middle and lower reaches will have a holiday one after another. In January, the transaction is basically half stopped, and the goods that need to be stocked are also available. The rise is also empty. At best, give some confidence support at the psychological level, and the real turnaround depends on the performance after the year! I hope that the strong expectations of 2023 will be realized one by one!