How time flies! In a twinkling of an eye, we have arrived at the "Golden Three" we all miss! Only the decline of Shandong monomer plants in the past two days has hit everyone's expectations of Jinsan. At present, the leading monomer plants are still stable, while the middle and lower reaches are not falling in price. On the first day of March today, individual monomer plants in Shandong returned to the starting point of last month. DMC quoted 16800 yuan/ton, while other mainstream monomer plants seem to have fallen. Because they are still in a state of loss, most of them are talking openly and quietly. At present, the mainstream monomer plants DMC quoted 17000~17800 yuan/ton. In the face of today's market, the risk of overcapacity and the risk of loss are all with each other. It is difficult for the demand of Jinsan to fluctuate greatly. If 16300 is the floor price of DMC in January, 18000 in March may be its ceiling. It is impossible to achieve high or low! Raw rubber market: DMC has fallen partially, and the price of raw rubber has also loosened. Last week, it was adjusted to 18500, and this week it has been reduced by 200~300 yuan/ton. The mainstream price of raw rubber in March was 18000~18300 yuan/ton, and the leading raw rubber factory is still calm. The bundled promotion of raw rubber and mixed rubber launched last week also shows a general trend. At present, most rubber mixing enterprises said that they have sufficient inventory, and can still consume about 7-15 days, and have a large bearish expectation of raw rubber. However, raw rubber only rose by 500 yuan in February, and the manufacturer's callback space is limited. The rate of return to 500 yuan is about 17500 yuan/ton. The mixed rubber should be stocked properly at low prices, and the raw rubber should be reduced to a batch, and then it should be pushed up and down, with the range of 500-1000.


Mixed rubber market: The mixed rubber market has been struggling to survive under the pressure of low prices of leading manufacturers for a long time. With the completion of pre-sale orders, the market trading atmosphere is weak. Silicon products enterprises have completed the stock in the last round, and the stock of raw materials is substantial. At present, the demand for mixed rubber has declined. According to our organosilicon shopping mall, some of the orders that have been completed by the rubber mixing plants have been notified by the customer to postpone delivery. Therefore, the current operating pressure of rubber blending enterprises is high. Not only should they have a prudent stock strategy, but after more than one year of market baptism, the financial pressure faced by some enterprises should not be underestimated. At the opening of the market in March, the price of rubber compound was 15800-16500 yuan/ton.


In the short term, although the delivery of mixed rubber is not smooth, it runs at a cost and even loses money. Most manufacturers prefer to reduce production rather than reduce prices too much. It is expected that the horizontal market will be stalemate in the near future, and it will be adjusted after the raw rubber callback.