The old routine! After a round of decline, it quickly stabilized again! On Monday, the monomer factory almost lowered its overall price, and the mainstream price of DMC followed up to around 16000 yuan. From the perspective of price analysis, the previous rounds of decline have been around 200 to 300 yuan/ton, with a small decline. However, after several rounds, the margin of profit margin this month has also reached around 1400 yuan/ton. The increase before the year not only fully reversed, but also further hit the bottom. It is not too bad to be rated as the worst "Golden Three" in history. Currently, March is about to end, and the decline is also showing signs of stabilizing. Single factories have gradually reduced production, and downstream low positions are being filled, but the difference between supply and demand is difficult to make up, and various manufacturers have differentiated in receiving orders, The inventory pressure of some individual factories still needs to be released, and in the short term, they will still be guided by downstream demand, with the market continuing to stabilize and fluctuate slightly.


Silicone oil and 107 glue: Driven by the decline in raw materials, silicone oil and 107 glue companies actively followed up. This week, silicone oil prices were quoted at 18500 to 19000 yuan/ton, down 500 yuan per week, or 2.61%; The price of 107 glue was 16500 yuan/ton, down 1000 yuan per week, or 5.71%. Currently, downstream terminals continue to have low demand, and the competition for raw materials is fierce. Silicone oil and 107 rubber enterprises in the middle reaches of DMC are also experiencing the same decline in orders. Although silicon oil companies are willing to replenish their inventories, considering that the probability of a rebound is not high, in order to avoid occupying too much cash flow, they mainly need to stock up on demand, and partially store small quantities. However, the price difference of 107 glue was relatively large in the early stage, making it difficult to clinch a deal. Currently, the overall market has declined, and 107 glue naturally needs to follow the decline. Therefore, the largest decline this week was 107 glue. Silicone glue companies have slightly increased their stock preparation under the low market.


Foreign brand silicone oil: The domestic market is not good, foreign silicone oil orders are also extremely cold and unsalable, and the parking of Zhangjiagang devices has been delayed, and the supply of goods has not been tightened. Therefore, the agent's pressure on prices has also increased. This week, foreign conventional methyl silicone oil agents quoted 21000-22000 yuan/ton in bulk.


Cracking material silicone oil and 107 glue: New materials are declining, and cracking material enterprises are also pursuing the "roll up" policy. In the market, if you fall a bit, we will have a lower price. Under the continuous downward trend, the open market quotation is also following up. Currently, the quotation for cracking material silicone oil has fallen to 15500~15800 yuan/ton (excluding tax). However, despite the price concessions, it is not worth mentioning under the crazy bidding of monomer factories. Orders basically flow to the new material market, and cracking material enterprises can only reduce production, "Buddha Series" and other orders.


In the field of waste silica gel, under the pressure of low prices for silicon products and cracking materials, waste silica gel recyclers are in a dilemma. Currently, the quotation for raw edges is reduced to 5600 to 5800 yuan/ton. However, this profit margin for cracking materials is tantamount to a scratch in the face. Even if the price is reduced, raw edges are still unpopular. In the current situation of strong supply and weak demand, it is difficult to form a positive supply and demand transmission chain between the cracking material market and the waste silica gel market, It is expected to present a situation of mutual checks and balances in the short term, with weak operation.