Snap plans to reintroduce smart glasses to consumers next year, and this social media company will rejoin the costly battle to compete with Meta, OpenAI, and Apple in creating new artificial intelligence wearable devices. The company announced a new device called "Specs" on Tuesday, ten years after the release of its first camera glasses - which ultimately failed to attract consumers after initially sparking excitement. The industry believes that the global artificial intelligence wearable market has a huge scale and is expected to show a stable growth trend in the future. Optimistic about the market growth potential, it is expected to bring in over 10 billion yuan in revenue for innovative organic silicon products.
Annual volume, this year's special volume. The end of internal competition is debt, once the debt is owed, there is no end. The silicone industry is about to usher in the largest industry reshuffle in a generation. Today, the average transaction price of DMC for 11 individual enterprises nationwide was 11350 yuan/ton, which remained the same as the previous day and has fallen to a new low in recent years. There is still room for negotiation between 100-200 yuan for large demand customers. Market insiders believe that there are two reasons for the significant drop in DMC prices: firstly, the sustained weakness in global demand; Secondly, the May supply and demand report released by key enterprises meets the market's expectations for DMC inventory accumulation. Double negative resonance drives the DMC contract market to accelerate its downward trend.
In the industry's view, top companies are still in the process of increasing production, and there is a strong expectation of accumulating inventory in the future. Yesterday, a set of survey data showed that 76% still believe that there is still room for further decline in the prices of DMC and other organic silicon. The transaction price of 107 glue has fallen to a new low of 12000 yuan/ton, reaching a nearly 10-year low. In terms of the spot market, with the resumption of production of maintenance equipment, the subsequent supply is expected to be relatively sufficient. The further accumulation of organic silicon inventory will limit the trading space of spot prices, and it is necessary to focus on the repair of DMC price differences between enterprises.
The subsequent market will engage in a pricing game around 'support from large-scale procurement' and 'production pressure from production areas'. Whether the shutdown and maintenance of multiple major single unit factories at the top can be sustained determines the effectiveness of the stage pressure on organic silicon. The proactive price reduction by top manufacturers brings low-priced purchasing opportunities to market buyers, while the purchasing rhythm of large demand customers on the basis of low inventory provides a bottom support for the market. Overall, there are unlikely to be any trend opportunities in the future market, and it is more likely to show a fluctuating trend. It is reported that the mainstream spot price of DMC is 10800-12500 yuan/ton (benchmark enterprises in Shandong have dropped to 10800 yuan/ton); Cracking material report DMC10300-10800 yuan/ton; Raw rubber price ranges from 12800-13300 yuan/ton; 107 glue price ranges from 12500-14500 yuan/ton; Domestic silicone oil prices range from 14500 to 15800 yuan/ton, while imported prices range from 18500 to 19500 yuan/ton; The raw material report for 421 # metal silicon is 8500-10600 yuan/ton, and for monochloromethane it is 1900-1950 yuan/ton.