Silicone ** Express - December 13: Breaking the "City Gate"!At present, in the case of new single transactions continue to be blocked, the decline of the monomer plant deepened, and yesterday the individual monomer factory in Shandong broke the defense, DMC opened at 13,800 yuan ton, a slight drop of 200, and the second auction fell another 200, at 13,600 yuan ton!The high willingness to make profits to ship can be seen, and other single factories are also actively making profits to seek new orders into the account, and the transaction price has dropped to 13,700 to 14,000 yuan tons. However, the leading factory still insists on 14,500 yuan tons, and the short-term DMC new order volume has decreased significantly. In short, under the suppression of terminal demand, the current enthusiasm for purchasing in the middle and lower reaches is not high, and the price for volume action of single factories is still continuing, and it is expected that DMC** will show a weak, stable and small decline in mid-to-late December.
Raw rubber market: With the deepening decline of DMC, the price spread of raw rubber has gradually emerged, and the 14,500 yuan tons of raw rubber of the leading factory has returned to the normal price difference compared with the low-priced DMC. However, due to the long delivery cycle, we still have a certain demand for spot, and other monomer factories have not lowered the raw rubber very much, and the current raw rubber is maintained at 14,500-15,300 yuan tons.
In terms of orders, the leading factory is still out of November orders, most of the rubber compounding enterprises use high and low prices of raw rubber collocation, the recent production back to normal, due to the different amount of stockpiling in October, the current rubber inventory of the rubber compound plant is quite different, there is a large number of enterprises homeopathic ** part of the raw rubber, after all, cash transactions, profits are better than rubber compounds. On the whole, the shortage of raw rubber has been alleviated, the demand for mixed rubber stocking is general, mainly based on bulk single trading, and the lifelong rubber factory in southwest China has followed up with the leading factory for core customers this week. It is expected that low-cost raw rubber will continue to operate steadily in the short term, and it will be difficult for raw rubber to hold up.
Rubber compound market: This week, the mainstream of rubber compound continued to be 13,500 14,300 yuan tons. At present, the raw rubber has arrived in the inventory, the production of rubber compounding enterprises has been restored, the shipping sentiment has changed indifferently, and the bidding sentiment has warmed up, and the demand for silicon products is poor, and it is inevitable for rubber compounding enterprises to negotiate for shipments, and from the recent order feedback, the new order transaction of rubber compounds in December has cooled down to a certain extent, and the current payment is still the top priority.
On the demand side, there have been no hot products in the terminal market recently, and the consumption potential has yet to be released, so the upward feedback of orders from downstream silicon products factories is still negative. In terms of household appliances, "1212 "Just after, most e-commerce and physical enterprises are still trapped in the bidding vortex of "discounts", and after the winter, most of the summer best-selling electrical appliances sales are straight ahead, and consumer participation is also difficult to "1111" shoulder to shoulder. In addition, as time moves forward, whether it is a rubber compound enterprise or a silicon products factory, the return of funds at the end of the year needs to be strengthened.
On the whole, 2023 is about to pass, in the context of continuous production reduction in the upstream, although the inventory pressure of some monomer factories is controllable, but the demand is average. The downstream does not care about whether the ** has bottomed out, and the hoarding must be expected to be promoted only when the first signs are seen. According to our understanding of the downstream, we generally believe that the leading factory has not yet ended, and there is a high probability that there will be a wave of concessions at the end of the year, and it is expected to wait for the opportunity to stock up in early or mid-January. (The above information is only for exchange and sharing, not as a basis for trading, silicone**original edit,**please indicate**.)
Mainstream**
DMC: 13800-14500 yuan tons;
107 glue: 14600-15000 yuan ton;
Ordinary raw rubber: 14500-15300 yuan ton;
Polymer raw rubber: 15800-16500 yuan ton.
Precipitation compound: 13500-14300 yuan ton;
Vapor phase rubber compound: 21000-22500 yuan ton;
Domestic silicone oil: 15500-16500 yuan ton;
Imported silicone oil: 21,000-22,000 yuan ton;
Pyrolysate DMC: 12300-12800 yuan ton (excluding tax);
Silicone oil for pyrolysis: 13500-14300 yuan ton (excluding tax);
Waste silica gel (burr): 4600-4800 yuan ton (excluding tax).
The transaction price is high and low, you need to confirm with the manufacturer's inquiry, the above ** is for reference only, not as a basis for trading. (*Statistical time: December 13).