Silicone Mall Express - July 24: The last day of July, weak and stable ending! Looking back on the market in July, the silicone market is still constrained by the supply and demand side, although the monomer factory at the beginning of the month was supported by pre-sale orders, but with the deepening of the consumption off-season, the destocking situation is not ideal, and the monomer factory continues to exchange price for volume. However, the main manufacturers DMC quotation sticks to 13,900 yuan/ton, the price is full of determination, so the overall decline is controlled between 300 ~ 500, and it is precisely because the DMC price decline is not deep, it is difficult to stimulate the downstream stocking, until the end of the month The international giants issued a price increase letter, which made the downstream market splash a little, and the overall trading improved slightly.
As of press time: DMC mainstream price of 13000 ~ 13900 yuan / ton, the price was reduced by 400 in the month, a decrease of 2.92%, and the average price in July was 13552.17 yuan / ton, down 0.63% from the previous month and up 1.21% from the same period last year. Follow-up, in the "Golden Nine Silver Ten" expectations, in August downstream enterprises or open stocking action, if the single plant seizes the opportunity to accelerate the destocking, DMC prices may have a certain possibility to stop falling and rebound, but the new production capacity or will be released, DMC supply side pressure still exists, we still need to be cautious operation, it is expected that the market at the beginning of the month there will be a wave of wait-and-see shocks.
Raw rubber market: as of July 30: the mainstream price of raw rubber is 14,000~14,300 yuan/ton, and the average price in July is 14,249.13 yuan/ton, down 0.36% from the previous month and up 3.96% from the same period last year. Judging from the price in July, the fluctuation of the raw rubber market is limited, after all, the main manufacturers of raw rubber adhere to 14,300 yuan / ton unswervingly, in fact, the continuation of AB class discounts and the restart of 3 + 1 sales, both open and secretly on other raw rubber enterprises "comprehensive blocking", so it is still the leader in receiving orders. However, the downstream rubber compound inquiry has been diverted, and other raw rubber companies have secretly deepened the layout of profits, superimposed on some raw rubber equipment maintenance or production reduction, and the short-term shipping pressure is not large, and it is expected that the raw rubber market will maintain the main stable operation in early August.
Rubber compound market: as of July 30: the mainstream price of rubber compound is 13,000~13,400 yuan/ton, and the average price in July is 13,250 yuan/ton, no change from the previous month, up 2.27% year-on-year. In July, under the long-term suppression of the quotations of the main manufacturers, most rubber compounding companies have given up bidding with them, although the orders have been greatly impacted, but after losing some orders, the losses of rubber compounding enterprises with low inventory have not been significantly aggravated, but they can focus more on payment collection and technology upgrading. Moreover, the demand release of downstream silicon products enterprises is limited, and the price inquiry for rubber compounds continues to be suppressed, and rubber compounding companies have also "tacitly" not entangled too much in price, and continue the "involution" operation of products.
Subsequently, with the gradual deepening of the layout of the monomer plant in the rubber compound, the intensification of market competition will inevitably catalyze more "big fish eat small fish", accelerating the process of rubber compound reshuffle, so it is particularly important to keep warm and warm, strong combination, in short, in the short term, the business focus of rubber compound enterprises is "survival", and the market maintains a weak and stable operation.
Demand side: At present, the recent high-temperature glue market is not good, and this year's silicon products are difficult to find explosive point commodities, which is difficult to support the market. However, in the second half of the year, the application field of silicon products is becoming more and more routine, driving the steady increase in the demand for large and small commodities, and some silicon products companies are also based on this point to continuously upgrade innovative products and dig deep into brand advantages. On the whole, silicon products companies are gradually upgrading their industries, and the development trend of the silicon products market is still very good.
At present, the market price of organic silicon has basically been at a historical low, and then the price reduction is only a certain concession to the large order, the current market has a certain expectation of good, the follow-up of the middle and downstream enterprises or open centralized stocking, but when to stock? How many stocks do you have? How will the DMC price change? This is a test for both upstream and downstream. On the whole, the imbalance between supply and demand in the short term is irreversible, and we still need to maintain our original intention and do a good job in layout with a calm attitude, so as to have a chance to breathe when the node arrives in the second half of the year.
(The above information is only for exchange and sharing, not as a basis for trading, the original editor of the silicone mall, please indicate the source for reprinting.)
Mainstream offers
DMC: 13000-13900 yuan/ton
107 glue: 13500-13800 yuan/ton
Ordinary raw rubber: 14000-14300 yuan/ton
Polymer raw rubber: 15000-15500 yuan/ton
Precipitation rubber compound: 13000-13400 yuan/ton
Gas-phase rubber compound: 18000-22000 yuan/ton
Domestic methyl silicone oil: 14700-15500 yuan/ton
Foreign-funded methyl silicone oil: 17,500-18,500 yuan/ton
Vinyl silicone oil: 15400-16500 yuan/ton
Pyrolytic material DMC: 12000-12500 yuan/ton (excluding tax)
Silicone oil for pyrolysis: 13,000-13,800 yuan/ton (excluding tax)
Waste silica gel (raw edge): 4000-4300 yuan/ton (excluding tax)
The transaction price is high or low, you need to confirm with the manufacturer's inquiry, the above quotation is for reference only, not as a basis for trading. (Price statistics time: July 31)
Raw rubber
The raw rubber plant in Zhejiang is operating normally, the manufacturer receives orders normally, and the raw rubber is not reported, and the real deal is discussed.
The annual production capacity of raw rubber in Shandong is 45,000 tons, and the raw rubber plant is running at a reduced burden, and the external price of raw rubber is 14,100-14,200 yuan/ton (including tax and packaging), and the real deal is negotiated.
The raw rubber plant in North China is running at a reduced burden, and the local raw rubber is quoted at 14,000 yuan/ton (including tax and packaging), and the real deal is negotiated.
The raw rubber plant in southwest China is operating normally, and the local external price of raw rubber is 14100-14300 yuan/ton (including tax and packaging), and the actual order is negotiated.
The raw rubber plant in Northwest China is operating normally, and the external price of raw rubber is 14,300 yuan/ton (including tax and packaging), and the actual order is negotiated.
Rubber compound price dynamics
The rubber mixing plant in Shandong is running smoothly, and the external price of 50-70 hardness ordinary conventional rubber compound is 13,000-13,500 yuan/ton (including tax and packaging), and the real deal is discussed.
The rubber compounding device in Zhejiang is operating normally, and the external price of 50-70 hardness ordinary conventional precipitation rubber compound is 13,000-13,500 yuan/ton (including tax and packaging), and the actual negotiation is made.
Rubber compound price dynamics
The rubber mixing plant in Shandong is running smoothly, and the external price of 50-70 hardness ordinary conventional rubber compound is 13,000-13,500 yuan/ton (including tax and packaging), and the real deal is discussed.
The rubber compounding device in Zhejiang is operating normally, and the external price of 50-70 hardness ordinary conventional precipitation rubber compound is 13,000-13,500 yuan/ton (including tax and packaging), and the actual negotiation is made.
Price dynamics of imported brand silicone rubber
The price of the ordinary hardness rubber compound market in East China was stable and fell, and the transaction price of 50-70 hardness rubber compound was 13,000-13,500 yuan/ton (including tax and periphery).
The price of ordinary hardness rubber compound in South China is weak and stable, and the transaction price of 50-70 hardness rubber compound is 13,000-13,500 yuan/ton (including tax and delivery around the package).
The price of rubber compound in North China is weak and stable, and the mainstream transaction price of 50-70 hardness rubber compound is about 13,000-13,500 yuan/ton (including tax and packaging).
Liquid silicone:
Precipitate liquid glue Vapor phase liquid glue Liquid glue for pacifiers
Solid silicone:
Molded silicone Ordinary extruded adhesive Ordinary high-permeability extrusion adhesive Extrusion of vapor phase adhesive Extrusion vapor phase high permeability Wire silicone Calendered silicone Ordinary vapor phase adhesive Highly breathable phase adhesive High temperature glue Flame retardant adhesive Anti-static adhesive Rubber roller glue LED extrusion adhesive Rapid vulcanization of silica gel Silicone for platinum
Dimethicone (low to medium viscosity): 5-10-20-50-100-350-500-1000 CST
Dimethicone (high viscosity): 5000-10000-12500-60000-100000-300000-500000 CST
Hydrogen-containing silicone oil at the end
Hydrogen-containing silicone oil at the low ring end
End epoxy silicone oil
Alkaline epoxy silicone oil
Polyether epoxy silicone oil
Amino silicone oil
Low-ring amino silicone oil
Low yellowing amino silicone oil
Modified amino silicone oil
Side-chain low-hydrogen silicone oil
Vinyl silicone oil (medium viscosity): 350-500-1000-1500-3500 CST
Vinyl silicone oil (high viscosity): 7000-14000-20000-60000-100000 CST
Special silicone oil emulsions
Modified carboxyl silicone oi
Other silicone products: Linear body, 107 glue, DMC, D4, crosslinker, coupling agent, silicone, etc.
Post time: Jul-31-2024