After the crazy rise in the third quarter, entering the fourth quarter, some manufacturers finally reduced DMC by 1,200 yuan/ton yesterday, adding a trace of panic to the market, and the midstream and downstream wait and see increased. However, from the perspective of the downward adjustment, the price of 63000 is basically the same as the mainstream order. The body factory is flat, and Zhejiang's leading monomer factory DMC still includes tax and packaging, and the price is slightly superior. Therefore, industry insiders believe that this reduction is only a small adjustment, and it is difficult to change the high-price bureau in the short term.
     At present, the mainstream monomer plants have no inventory pressure, and the operating rate of foreign monomer plants is low. The overall supply is still tight. The domestic monomer plants have relaxed their order limits, but the prices have remained firm, especially for silicon metal. Before the change, there was little willingness to make profit.
     Downstream manufacturers are caught in the vortex of skyrocketing raw materials, and they are already looking forward to seeing the decline. Whether it is the decline of stocks or the decline of individual manufacturers, they hope that the market can reverse the situation so that they can get out of this dire dilemma. With the sentiment of buying and falling, small and medium-sized enterprises' production cuts have increased again. It is not easy for some of the intermediaries with goods to make high-level shipments. The mentality will inevitably be affected. The number of active cash-out shippers may increase.
    Although the bearish atmosphere has increased in the short term, the monomer plant orders are still relatively smooth, and the price remains high and stable. The probability is high.