The silicone market remained stable, the quotations of mainstream manufacturers and mainstream products were not adjusted, and the prices of some silicone oil products increased slightly.


Metal silicon fell steadily, chemical grade 421# prices remained stable, and low-grade metallurgical grade prices corrected slightly.


Recently, the market of silicone products is very cold. Except for individual products, the transaction situation is also general. However, the stock market bucked the trend. Recently, the silicone plate began to rebound and has risen for six consecutive days. Yesterday, silicone concept stocks rose and strengthened, Chenguang new material closed the daily limit, and Xingxing technology, Hongbai new material, Xinlun new material, Jiangsu Cathay Pacific and jinyinhe followed.


Silicone product market: the silicone market will stabilize in the short term. At present, the market of room temperature glue is poor, 107 glue market is relatively cold, the transaction situation is also general, and the transaction price is more lower than the quotation; The market situation of raw rubber and mixed rubber is good, and the transaction situation is also good, but the possibility of continuous price rise is very small, and it is expected to maintain stability; Silicone oil market is slightly better; At present, the price of foreign brand silicone oil is still high, and some models of products are in short supply, but on the whole, the production capacity of foreign manufacturers has been increasing recently, and the price is expected to fall.


Metallic silicon: at present, it tends to be stable, the chemical grade metallic silicon is maintained at a high price, and the metallurgical grade begins to callback slightly after rising for a period of time, and a new balance is gradually being established.


Silicone stock market: the recent strong rebound of silicone stock market is mainly due to the sharp price reduction of raw materials and the rise of stock prices of listed companies of downstream products and functional silane manufacturers. The stock prices of upstream manufacturers Hesheng and Xin'an have not rebounded. Hesheng has callback from the previous peak of 260 yuan to 156.60 yuan, and Xin'an has callback from 47.50 yuan to 26.75 yuan, The callback rate reached 40% and 44% respectively. It is estimated that many people were cut leeks.


Both the product market and the stock market are cutting leeks. Now, whether the product price rises or the stock market rises, people feel that they are going to harvest a new round of leeks.


Domestic high-voltage cable insulation materials have gradually realized industrial application. Recently, the 110 kV cable insulation material hanging demonstration project of Yanshan Petrochemical affiliated to Sinopec was officially launched. The project applies the high-voltage cable insulating material independently developed and produced for the first time, marking the industrial demonstration application of domestic high-grade insulating new materials. The localization of high-voltage cable insulation materials has made a number of breakthroughs one after another, and the gradual realization of industrial application will significantly improve its long-term dependence on imports, and will contribute to China's energy security and the realization of the "double carbon" goal.


Many places suspended the launching of roof photovoltaic power generation projects: some declared surplus, which far exceeded the consumption of the power grid.


High voltage cable insulation material is a major application field of silicone downstream silicone rubber. The insulation material to be mass produced this time is crosslinkable polyethylene insulation material, which may have a certain impact on the application of silicone in the future. The photovoltaic application is suspended. If it has an impact on the photovoltaic installation, it will affect the amount of electronic sealant downstream of room temperature sealant, but the impact is not limited in the short term.


In the long run, the overcapacity of basic raw materials in the upstream of silicone is inevitable. As long as the metal silicon market is stable, silicone is difficult to make a significant correction in the short term. If you want to survive in the future, you must be careful and refined to improve product quality and added value, otherwise you may be eliminated in the next round of reshuffle.