As individual monomer factories in Shandong have fallen below the 16000 mark, industry insiders are still expecting the main monomer factories to follow up. However, overall, the loss area continues to expand, and most of the monomer factories have no intention of following the decline. The signs of moderation have been highlighted this week. Yesterday, some middle and lower reaches entered the market to cover their positions, and there was some improvement in low level transactions. "However, the crisis of" shortage of orders "has always been accompanied by a small phenomenon of mass stocking, and monomer factories still need to start with reducing production.".


In the short term, there is another round of breaking new lows. Regardless of the cost advantage, DMCs from various manufacturers are almost always in the process of loss-making promotions. Therefore, even if some enterprises continue to kill four parties in order to grab orders, they still face a situation where they will hurt one thousand enemies and lose eight hundred. As of the time of press release, DMC's mainstream quotation maintained a stable price of 15800~16500 yuan/ton. Today, Tuesday, as is customary, is the quotation day for leading factories. Now that Shandong's single factory has stabilized, the market focus will be on leading factories. Whether to stop the decline or continue to fight will be announced soon.


Due to the impact of electric power maintenance, the future production of industrial silicon enterprises in Yunnan Province is expected to decline slightly, but Xinjiang has sufficient capacity, which has a small impact on the overall supply side. However, after continuous downward revisions last week, the willingness of metal silicon enterprises to compete has weakened. Yesterday, the quotation for 421 # metal silicon temporarily stabilized at 17300~18500 yuan/ton. In addition, chloroform in Shandong remained stable at 2850 yuan/ton. It is expected that there will be limited fluctuations in the cost side this week.

In terms of operating rate: As we enter the second half of the year, the planned maintenance of single plants began to decrease. Yesterday, a single plant in Zhejiang was stopped for maintenance, and the overall operating rate was lowered to 69.23%. The next step is planned shutdown and maintenance of devices in Shandong, Jiangsu, and other provinces. Due to the current average effectiveness of price for volume, unplanned load reduction and production reduction will also be put on the agenda.