This week, the raw rubber prices in the silicone market have shown a soaring trend. Leading rubber enterprises were the first to raise prices by 500 yuan/ton and drove other rubber enterprises to raise prices one after another. This round of upward trend has effectively eased the inventory pressure of raw rubber enterprises.

Against the backdrop of orderly production reduction in upstream monomer units, the raw rubber unit has also implemented a production reduction layout. This causes the supply side to tighten while the demand side remains relatively stable. Therefore, the bullish sentiment of rubber mixing enterprises towards raw rubber continues to increase and they are actively stocking up.
Especially before the price increase of leading raw rubber, rubber mixing enterprises actively completed the monthly basic stock quantity to cope with possible price increases in the future. This behavior not only boosted the order volume of other rubber factories, but also effectively alleviated the inventory pressure of rubber enterprises.
As of February 25th, the mainstream quotation for raw rubber has reached the range of 15000-15200 yuan/ton. From the current market situation, the price of raw rubber is expected to continue to rise. On the one hand, tightening the supply side will exacerbate the shortage of spot goods; On the other hand, maintaining relative stability on the demand side will support price increases.
Therefore, rubber companies need to seize the opportunity to stock up in order to cope with possible price increases in the future. At the same time, they also need to closely monitor market trends and develop reasonable sales strategies to cope with potential risks.