Down 1500 in a row! A new round of silicone decline begins? The "price war" is about to start! The latest trend forecast!

In the first ten days of March, the silicone market as a whole showed a trend of rising first and then falling. Last week, DMC continued to be weak, and the downstream market opened lower and declined, and the monthly increase was basically covered by the decline. Affected by the epidemic last week, trading in many parts of the country was stagnant. Individual single factories first rose by 400 yuan/ton. However, orders were generally received, and they fell again over the weekend, falling by 1,500 yuan/ton for two consecutive days. As of March 20, Shandong The DMC quotation of individual monomer factories was 33,500 yuan / ton, a drop of 1.76% in the week. Although there are no major changes in the public quotations of other monomer factories, when the actual orders are sold, they actively cut prices in secret, and the phenomenon of high quotations and low prices is common.

This week, some areas have been unblocked, companies have resumed work one after another, and trading may pick up a little bit, but the downstream is firm in bearishness, preferring to cut production before falling into the market, and the new production capacity has been further increased, and the supply and demand pattern has changed. It is expected that the deadlock between upstream and downstream will be broken soon, and a new round of bidding decline is about to be staged....

107 rubber market: In the case of cost support and demand constraints, the 107 rubber market was stalemate last week, the overall trading atmosphere was light, and the trading volume was limited. Although the current quotation of 107 plastic monomer factory is running stably in the range of 38,000-39,300 yuan / ton, the actual transaction in some parts is as low as 36,000 yuan / ton, especially in the past two weeks. The price of 107 rubber in mainstream monomer factories is difficult to form an effective support, and traders and even downstream manufacturers are actively selling goods, with different profit margins and chaotic transaction prices.

From the demand side, the demand for silicone rubber was weak last week. Shandong, Guangdong, and Zhejiang regions were affected by the epidemic, and the start-up of silicone rubber enterprises and construction sites was limited. The "Golden Three" failed to arrive as scheduled, and silicone rubber manufacturers purchased The willingness is limited, and compared with MS glue, the profit of silicone rubber has been repeatedly suppressed, and the production capacity has been replaced one after another. When the peak season will come, more favorable policies are still needed. In the short term, with the gradual unblocking of some regions, the downstream inventory has also been digested. There is still a certain amount of 107 plastic to fill the warehouse, but the current price is not enough to stimulate the downstream stocking. The atmosphere to be dropped is strong.

On the whole, the supply of various manufacturers has begun to accumulate. This week, the bidding and shipments of various mainstream monomer factories have emerged. The downward adjustment of 107 rubber will be adjusted simultaneously with DMC, and the possibility of a sharp drop cannot be ruled out.

Silicone oil market: Last week, the domestic silicone oil market fell, with manufacturers offering 42,000-43,000 yuan per ton over the weekend, down 4.49% for the week. 1. Under the influence of the public health event, logistics is seriously hindered, and both supply and demand sides have insufficient confidence. Most of them are purchasing at low prices. Second, the partial decline of DMC will increase the negative factors for the industry chain, and the cost will be difficult to support. Third, silicone oil export orders Reduced; foreign brands of silicone oil have lowered their quotations one after another amid the domestic price drop. The current wide quotation is 45,000-46,000 yuan / ton, a weekly drop of 4.21%. As far as we know, the ex-factory price of some foreign brands of silicone oil has been equal to the domestic price, this move will further increase the pressure of silicone oil competition.

On the demand side, the downstream daily chemical and textile industries in some parts of the country are limited in construction, and in the overall bearish atmosphere, the downstream insists on purchasing on demand, and the willingness to stock up is low, and the transaction volume is difficult to increase. In addition, with the recent increase in the increase of domestic and foreign silicone oil, the downstream demand is struggling to follow up, the high-priced trading atmosphere has gradually weakened, and individual foreign-funded silicone oil companies have adjusted their ex-factory prices accordingly, and the domestic silicone oil price advantage has weakened.

In the short term, both cost and demand have weakened, and the high-priced shipments of silicone oil factories have been hindered. Most of them are lined up for pre-orders. With the delivery of orders at the end of the month, under the trend of DMC plummeting, silicone oil will also follow the market, and the quotation will be lowered according to the cost. Expand profit margins to receive orders.

Cracking material market: With the further weakening of the new material market, cracking material manufacturers continue to sell at a profit. According to our silicone mall, the transaction price of cracking material DMC is between 29,000-30,000 yuan / ton (excluding tax), but the transaction Quantity is low. In the waste silica gel market, under the condition that cracking materials are shipped at a loss, they refuse to collect waste silica gel. At present, the quotation of waste silica gel burrs to cracking material factories is lowered to about 12,000-12,500 yuan / ton. This price is still a huge cost pressure for cracking feed plants. However, because Dongguan and Shenzhen were in a state of closure and control last week, the supply of waste silica gel for downstream silicone products is not much, and the willingness to fall is not strong. Therefore, in the short term, the cracked material may be upside down with the new material at any time due to the contradiction between supply and demand, and the operating pressure is difficult to improve.