The price of the dragon head is reduced! Yesterday, before the press release, he said that his price would not stand down, and he would face up instantly! According to the products that were lowered yesterday, DMC reported 17000 yuan/ton and raw rubber reported 17500 yuan/ton, which were lowered by 500 in succession. 107 glue and silicone oil remained stable. It can be seen that the pressure is more inclined to the high-temperature adhesive market. In addition, there is another factor. According to the feedback of some midstream and downstream enterprises, their DMC and raw rubber pre-sale orders have not yet been delivered, and the stock pressure is still controllable. Yesterday's reduction is not only to keep pace with the decline, but also to suppress other factories from running ahead.


In short, in the context of oversupply, not only the middle and lower reaches are uncountable, but also the upper reaches are engaged in fierce competition. It is estimated that this week's price war is inevitable. Considering the loss of both, the range will fluctuate between 200 and 300 yuan/ton!


At present, power is limited in Nujiang region of Yunnan Province, but the production capacity in Xinjiang region has followed up, and the spot supply is not tight. At present, the price of 421 # silicon metal is stable at 18400~19300 yuan/ton. In addition, the quotation of chloromethane in Shandong is 2600 yuan/ton, with little fluctuation. On the whole, the cost side maintains a high pattern, which is difficult to improve the loss situation of individual factories, but also limits the falling space of individual factories.


In terms of operating rate: according to our statistics, the total capacity of domestic units has reached 5.31 million tons at present. With the production of new capacity, the restart of shutdown, and the improvement of negative reduction, the operating rate has reached 78.19% at present. The supply pressure is rising, and the losses are also increasing. The enterprises that have no intention of following the decline can only actively join the negative reduction team. It is expected that the operating rate is expected to decrease in the middle and late ten days.