Silicone Mall news-june 8: after the fall to stabilize! At present, DMC prices remain around 14000, we have to say that silicone is experiencing a long bear market, down 200 rest, is not a rebound hope. Every day is not the supply side negotiations or negative, small operations continue, but the market is unchanged demand-side weakness. According to the current data, although upstream production has been cut by nearly half, under the increase in new capacity, the production capacity started in the last two months is still around 3 million tons. What's more uncomfortable is that the production rate in the middle and lower reaches has also generally shrunk by more than 30% , even some enterprises think not only, so the upstream and downstream are still in the phase of the pool game, which makes the price of a short period of time it is difficult to see New Hope.

Since the feedback on orders has always been limited, even if individual factories cut prices several times, it would not be able to completely reverse the imbalance between supply and demand. The hard-earned gains still come from unimpressive orders and increasing losses, as a result, the unit plant fell power round as a round, maintain DMC quote of 14000 ~ 14300 Yuan/ton, mainly digest the decline.

Silicone oil, 107 rubber market: This Week 107 rubber quoted 14,800 ~ 15,000 yuan/ton, because the loss of raw rubber larger, the two hazards are relatively light, some monomer plant 107 rubber operating rate is relatively high, therefore, in order to avoid the open price difference is too large, the current 107 glue price basic synchronization. And the silicon oil has not enough momentum to fall. First, the low prices of silicon oil in leading factories, most silicon oil factories can not even earn processing fees. Secondly, some single-unit factories do not want to follow the low prices of silicon oil because of its low quality and low output, therefore, the price of methyl silicone oil is 15800 ~ 17000 yuan per ton. Foreign brands silicone oil: domestic and international generally negative, shock low prices last week hit a wave, some buyers have to go to the warehouse, but after the price correction, trading is also cold, at present, foreign-funded silicone oil companies quoted 17,000 ~ 18,000 yuan per ton, is expected to maintain the short-term market stability.

Cracking silicone oil market: new materials are shipped at lower prices, cracking materials enterprises are basically unable to follow, by the demand-side inhibition and no order support, let benefit is also a loft in the air, no response, but easy to lose to the end, it is better to continue stable prices, real talks to make concessions, so this week cracking silicone oil price of 14500 ~ 15000 yuan per ton (excluding tax) , the operation is basically demand-oriented.

On waste silica gel: At present, Silicon Manufacturers and raw materials are still looking forward to the arrival of a bottom-up rebound. Everyone would rather store it than ship it, unless the warehouse can no longer store it at a lower price, but the cracking material factory is not a“Leek”, you do not buy low prices, I do not buy, to continue the stalemate than is perseverance. Of course, there are some through the account monthly settlement and other high prices to get goods, there is a certain risk. In a word, product factory, waste silica gel recycler and cracking material factory are at a stalemate with each other.

Demand: June is still the traditional consumption off-season, affected by meiyu, high temperature weather, outdoor construction progress is limited, end-of-demand decline, coupled with the real estate boost far less than expected, the market is more risk-averse psychology, most are cautious observers. Judging from the rapid development of silicone gel in the past 30 years, it is closely related to the rapid development of real estate. In the past two years, housing enterprises have gone from defaulting to exploding, and then to being on the verge of delisting. June 6, hundreds of billions of housing enterprises * ST blu-ray announced the delisting, the company's stock listing and delisting. Become the first a-share delisting enterprises.

According to statistics from China new longitude and latitude, in recent times, St Taihe, * St Zhongtian, * St Jacquet, and St Medi have all triggered the red line of“The closing price of the stock has been below 1 yuan per share for 20 consecutive trading days”, lock-in class forced delisting. St Sunshine City, St Yue Tai, * St Song Du, * St Haitao delisting risk is also greater. Hey! Although the real estate industry has a slow recovery this year, but have to admit that the glorious era is gone, silicone rubber enterprises must have a new transformation to adapt to the new era.

 Overall, the environment is still very grim, silicone oil, 107 plastic enterprises in the lower order shortage of shipping sentiment is reasonable, slow inventory. On-site silicon enterprises have also changed from riveting production to reducing production as much as possible. At present, one monomer plant has been parked for nearly nine months, and another has been parked since mid-april. Other monomer plants have opened and stopped, just to drop the main negative, supply-side pressure this year is difficult to ease. Whether the price war will continue indefinitely, this year's college entrance examination essay may give some warning to the industry: blowing out the lights of others will not make oneself brighter; blocking the way of others, will not allow themselves to go further. “One flower alone is not spring, a hundred flowers bloom Spring Garden.” I hope the silicone industrial chain can be reborn as soon as possible to form a win-win ecological chain!