Silicone ** Express - February 21: The first rise after the festival is coming! Stimulated by the closing bargaining of the leading factory, the upstream and downstream are ready to move, these days DMC, 107 rubber, raw rubber local manufacturers have different degrees of exploration, plus yesterday Shandong individual monomer factories also rose 100, DMC ** 15100 yuan ton, further expand the bullish sentiment in the market, the current DMC mainstream **15100 15600 yuan ton.
In terms of transactions, due to the recent cold wave weather, logistics and transportation will be restricted, and the current resumption of work in the middle and lower reaches of the spot still has a certain demand, but the chase is still cautious, the market transactions in the past two days are mainly based on small amounts of rigid demand, and the market is expected to continue to run strongly in the short term.
Raw rubber market: under the sealing effect of the leading factory, raw rubber first explored 200-600! At present, raw rubber follow-up to 17,000-17,400 yuan tons, but rubber compounding companies have bought two rounds of stock before the holiday, and remain cautious about raw rubber chasing up. In February, a large number of pre-sale orders for raw rubber are still concentrated in the leading factories, and the long delivery time, superimposed on the recent closure, gives the spot raw rubber a certain arbitrage space. At present, after two months of continuous **, the raw rubber is 1000+ higher than DMC**, and the profit recovery is obvious, so it is not excluded that other monomer factories will increase the production capacity of raw rubber in the future.
However, from the current point of view, the raw rubber enterprises unanimously raise prices, and did not take the opportunity to regain market share, for rubber compounding enterprises, the choice of space is still limited, either take the best spot, or passively wait for the goods ordered two months ago. In the short term, the raw rubber is stable and upward, and the follow-up pays more attention to the raw rubber production capacity of each monomer factory.
Rubber compound market: the price of raw material DMC and raw rubber has risen, and the rubber compound ** has also followed up to 15,500-16,200 yuan tons. From the perspective of the field, due to the appropriate amount of stocking before the holiday, rubber compounding enterprises are currently chasing more restraint, but the closure of leading factories has boosted the rubber compound market to a certain extent, and spot replenishment is still following up; Secondly, before the holiday, silicon products enterprises have a proper stocking layout, so the current rubber compounding enterprises have a certain pre-sale order, due to the slow arrival of raw rubber, although there is continuous stocking, but the inventory is not sufficient, many enterprises also need to purchase spot raw rubber to maintain normal production.
Silicon products factory: although most companies prepared a wave of materials before the year, but this year as soon as the resumption of work basically entered March, after the holiday is expected to continue to replenish the warehouse, but the strength of the chase still depends on the next period of orders, as well as the trend of raw rubber. It is expected that the rubber compound market will remain stable and rise in the short term.
On the whole, the organic silicon market is showing a steady upward trend, which further drives the buying sentiment in the downstream market, especially some companies with replenishment needs, the recent spot inquiry atmosphere is strong, but some companies believe that in the case of terminal demand has not been fully recovered, the exploration of the monomer plant is only a "smoke bomb" in the market, the increase or limited, what needs to be vigilant is when the leading opening price adjustment, is it a concerted effort to push up or maverick? After all, in 2023, the profits of individual factories will be seriously damaged, and low-price competition will hurt the enemy by 1,000 and self-damage by 800, and it is understandable that the unanimous price will return to reasonable profits. However, in March, a new device is planned to be put into production and commissioned, and the situation of overcapacity will inevitably intensify. Overall, the contradiction between supply and demand has not changed, the beginning of the year's surprise closure operation, the market game has added new changes, after the new round of rally opens, we still need to be vigilant against the cost side and the demand side of the most important changes. (The above information is only for exchange and sharing, not as a basis for trading, silicone**original edit,**please indicate**.)
Mainstream**
DMC: 15100-15600 yuan ton;
107 glue: 15700-16200 yuan ton;
Ordinary raw rubber: 17000-17400 yuan tons;
Polymer raw rubber: 17800-18300 yuan ton.
Precipitation rubber compound: 155,000-16,200 yuan ton;
Gas-phase rubber compound: 21500-23500 yuan tons;
Domestic silicone oil: 17,000-18,000 yuan tons;
Imported silicone oil: 19,500-20,500 yuan ton;
Pyrolysate DMC: 13300-13800 yuan ton (excluding tax);
Silicone oil for pyrolysis: 14,500-15,000 yuan ton (excluding tax);
Waste silicone (burr): 5000-5200 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: February 21).