Giant soared by 35%. Just after the "double control", "environmental protection inspector" and "shutdown order", a new wave of turbulence began?
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"Stop falling and rebound"
The metal silicon market stopped falling and continued to rebound. The low-grade metallurgical grade metal silicon continued to rise by 500, but the increase narrowed. At present, the mainstream price is 24000-30000 yuan / ton; Chemical grade prices began to stop falling and maintain stability. At present, the East China 421# average price is 39000 yuan / ton.
For some silicone products, DMC prices of some manufacturers have been increased by 300 yuan, and the current lowest quotation is 30400 yuan / ton; The quotations of other manufacturers and products have not been adjusted.
According to Aetna, affected by the epidemic, Xinjiang has strict control, inconvenient transportation and low raw material inventory; Emergency measures for heavily polluted weather have been implemented in Leshan, Sichuan, and 12 furnaces have been shut down; Dehong Nujiang factory received the power restriction notice, and the domestic total supply is estimated to decrease in the later stage; With the increase of electricity prices in various regions, the smelting cost continues to increase. In conclusion, under the conditions of reduced supply, increased cost, warmer demand for downstream aluminum alloy and stable demand for polysilicon, the price of low-grade silicon is expected to operate stably, and the price of high-grade products is expected to stop falling and stabilize in the near future.
The power rationing caused by power shortage is basically over, but the "double control" of energy consumption will not be cancelled. Jiangsu, which was warned by double red lights in the first half of the year, recently announced a new energy consumption double control power consumption plan as Nantong, Jiangsu. By December 31 this year, it will start and stop production in turn! Taicang, Wuxi, Kunshan and other places also have various production restriction policies. Other provinces warned by double red lights are expected to take action, which needs attention.
Recently, due to the sudden attack of environmental protection factors, Xiamen polyester plant has ushered in the "shutdown tide"!
Not only in East China, recently, Henan, Anhui, Hebei, Liaoning, Shandong, Shanxi and Sichuan have successively issued heavy pollution weather warnings, requiring enterprises to reduce emissions, stagger peak production or stop production.
It is encouraged to adopt industrial peak shifting production or rotation production in the season with high incidence of heavy pollution weather. For enterprises implementing peak shifting production or rotation production, the pollutant emission reduction during the early warning period shall be calculated at 1.2 times.
Tangshan, Shenyang, Jining, Jinzhong, Yangquan, etc. are subject to strict traffic control, and the transportation of heavy cargo vehicles (including gas) up to the fourth national standard is completely prohibited.
In addition, recently, Xingtan town, an important plasticizing town in Guangdong, has also continued to carry out the 80 day special law enforcement and inspection action, increased the frequency of law enforcement and inspection for v0cs key control enterprises in key areas, urged and guided the implementation of various air pollution prevention and control work, and comprehensively strengthened the emission control of industrial enterprises.
Since the special action on November 4, Xingtan has inspected 42 enterprises involving v0cs, proposed to file a case for investigation, ordered 6 enterprises to make rectification and strengthened treatment.