At present, the market is very cold and the bearish sentiment in the downstream is serious. At the same time, the raw metal silicon continues to callback. Although the quotation of mainstream manufacturers has not been adjusted, the actual transaction price has been callback. It is expected that the quotation will also be callback in the near future, but the callback range will not be too large.


Goldman Sachs recently listed the potential impact of the new mutant virus "Omicron" on global economic growth, and said it would not make major adjustments to the global economic forecast for the time being. Potential scenarios include downside scenarios: Omicron spread faster than Delta, resulting in the slowdown of the global economic growth to 2% in the first quarter, about 2.5 percentage points lower than Goldman Sachs's current forecast; Severe downward scenario: the severity of the disease is higher than Delta, and the global economic growth will be more impacted, "the impact of inflation is still unclear"; False alarm: Omicron spread slower than Delta, and had no significant impact on global economic growth and inflation.


Retail price limit or further reduction of domestic refined oil: since the pricing cycle of domestic refined oil, due to the joint influence of the United States announcing the release of strategic oil reserves with many countries and the re outbreak of epidemic in Europe, the international oil price has fluctuated widely, and the domestic estimated crude oil change rate has always operated in the negative range and deepened continuously. In this context, the agency expects that the retail price limit of this round of domestic refined oil price adjustment may be reduced, which will be another reduction after the previous cycle (the current period on November 19).