New changes in DMC! Last week's rally came to an end, and many manufacturers actively delivered goods. The latest data shows that the domestic DMC market range has been reorganized, the sample enterprises in Shandong have dropped by 300 again, and the downstream demand is limited. The mainstream DMC plants have maintained a long term, and the market is weak and stable. In the late market, the raw material support was average, the follow-up of downstream new orders was poor, and the market fundamentals were weak. The industry believes that some downstream customers continue to resist high prices, and they are still cautious in receiving goods. The progress of advance receipt of contracts in summer is not as expected, which is relatively lagging behind in the same period. At present, orders are mainly shipped in the early stage of the market. Affected by the epidemic situation in some areas, the circulation of goods is general, and the sinking speed of goods is slightly limited. It is expected that the short-term market will be stabilized in a narrow range, and continue to pay attention to the trend of industrial silicon market and domestic epidemic situation. It is expected that DMC market will be settled and operated at about 26 yuan/KG next week.
Industry bigwigs believe that the price of silicone raw materials is weak and falling, the production cost of downstream enterprises is weakened, production is still relatively active, and individual downstream inventories have increased slightly. In terms of individual plants, the unit production is still at a high level, the inventory of all kinds of raw materials is in a steady recovery trend, and the market mainly purchases on demand; At present, the price of DMC continues to fall, and pressure continues to be put on individual enterprises to reduce. In the short term, it is still expected that the profits of silicone monomer plants with weak prices will narrow, and the price reduction is still strong. Most of the raw material prices will be weak, and the cost support will fall. It is expected that the raw material prices will remain weak.
The data shows that because the epidemic continues to affect demand, domestic sales are very slow, there are few maintenance devices at present, domestic supply is obviously excessive, and the enterprise's cost side support is very weak. Under the background of high inventory, there is a strong desire to bid for shipment, the market is wait-and-see, and the bargaining continues to fall. The market mainly focused on the subsequent epidemic development and changes in the macro background. The overall operating willingness of the operators was low and the degree of prudence was high. In late May, the sellers generally preferred to ship at a negotiated price. In fact, there was some room for negotiation.
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