Grow up! DMC, 107 glue, and raw glue maintain stability after falling! Be alert to fall first and then rise this week! Trend analysis

The market conditions are ever -changing, and the price theory is falling. After the holiday, the DMC market was not in good trend, and the increase was basically exhausted. Last Tuesday, the DMC opened stable, and then due to the poor ordering situation. The two major monomers were reduced by 300-400 yuan/ton, and Shandong once again led the decline in the market with a quotation of 18,800 yuan/ton. The raw material side 421#Metal silicon continues to price 20400-21200 yuan/ton, and the cost of the cost is increasing. As of the 18th, the DMC market price was 18800-19500 yuan/ton, a weekly decrease of 1.79%.

At present, the offer of each factory has basically fallen back to the previous round of reserve prices. It can be described as to implement the benefits to the end. The downstream restraint, the market's bottom mood has not erupted, so the Mingli secret competition of each single factory is still fierce. From the past month, stabilize, fall, rebound, the quotation has not fluctuated in essence, and has been struggling to struggle on the cost line. The market has repeatedly tapped the market with full and realistic contradictions. The downstream is still looking forward to the main force to smash the price.

107 glue Market: Last week, the price of 107 glue was full. In terms of supply, the opening of the market is generally stable after the holiday. Individual manufacturers have a relatively full order before the holiday. On Wednesday, the leading manufacturer 107 was reduced by 300, and the price of the slot fell to 19,000 yuan/ton. With its DMC inverted 500 yuan/ton, other manufacturers followed up. As of the 18th, the mainstream price of 107 glue was 19,000-19600 yuan/ton, a weekly decrease of 2.28%.

At present, last week, it was mostly a small batch of just required orders, and the lack of large single support.

From the perspective of the demand side, some silicone gel manufacturers deposit the stocking operation during the inverted period before the holiday, and the in -site warehouse rises, resulting in the general enthusiasm of downstream replenishment. The overall resumption of the terminal construction site is slow. However, according to recently there are some positive signals in the real estate industry: First, the related indicators have been narrowing; the other is that the local insurance diplomatic relations have been steadily promoted, and the effect is gradually emerging; Can wait for the construction market to warm up. In terms of photovoltaic glue: Due to the continued soaring of polycrystalline silicon, the cost of the terminal of photovoltaic components is too high to suppress the terminal installation rate, the atmosphere of photovoltaic glue is mild, and the demand needs to be greatly improved.

In the short term, the downstream demand is average, and the 107 glue in the upside down is still facing multiple pressures, and the silicone gum enterprise is also deeply suppressed by the large barrel glue of the single factory. Under the risk of losses, only dare to enter the venue at dips, fast forward.

Silicon oil market: dominated by sharpness, the main development of silicon oil last week. The demand in the backcourt is weak, the transaction is not good, and the manufacturers have lowered the price. As of the 18th, the silicon oil market price was 22300-23500 yuan/ton, a weekly decrease of 2.55%. In terms of supply side: In the context of current DMC weakness and stability, insufficient cost support, and foreign silicon oil grabbing, domestic silicon oil companies are not well received. At present, foreign silicon oil maintenance quotes are 24,000-25,000 yuan/ton, but leading manufacturers will receive a low price of 22300 yuan/ton. Fortunately, the influence of its methyl silicon oil is still lower than other products. Most small and medium silicon oil companies have not fully followed. Basically be considered, and hold the banner of reducing production.

In terms of demand side, the risk of silicon oil storage is high when the export is limited. Although textiles and daily use have been issued in winter, the current demand has improved, but the overall performance is not as good as the same period of previous years. The industrial chain products inventory also needs to be gradually consumed, and the continued upward drive is insufficient, and the support for the silicon oil market is limited. In addition, some orders have been covered by low -cost foreign silicon oil in the early days, and the downstream reserves are relatively sufficient, which affects domestic silicon oil products. And for downstream users, it is generally believed that the current price has not reached the time of bottoming, so the wait -and -see emotions have not improved, but if the price is stable in the later period, there will be a wave of release demand in various regions.

On the whole, the silicon oil market is pinched up and down, and the market trend is difficult to improve. All parties will be cautious to wait and wait for the market outlook. It is expected that the silicon oil market will continue to continue the vulnerable operation.