On February 11th, seven countries including the United States, Japan, South Korea, and Australia jointly signed the "Silicon Peace Declaration" in Washington, announcing the establishment of a "trustworthy supply chain cooperation mechanism" in the fields of artificial intelligence, semiconductors, and key minerals.
The initiative called 'Pax Silica' sounds a bit like 'peace under Roman rule'. Simply put, the United States wants to unite with its allies and firmly grasp the core technologies and supply chains of future industries such as chips and AI in its own hands.
Both South Korean and American media have pointed out that the intention of this measure is very clear: it is to "restrain China's" influence, especially in key minerals and rare earths. The South Korean Ministry of Foreign Affairs has also stated that it will leverage its advantages in the fields of batteries and semiconductors to participate. The US Deputy Secretary of State even stated that this group is to the AI era what the G7 is to the industrial era, and will continue to expand its membership in the future.
In summary, this is an alliance layout centered around future technological dominance, and a supply chain battle without gunpowder has begun.
On December 15th, Keqiang Shares rose strongly by the daily limit up, with an increase of 29.97%. As a national level specialized and innovative "little giant", the company is a hidden champion in the field of special rubber, and its core products have a prominent market position: the domestic market share of rail transit corridor shed fabric is about 70%, and the proportion of photovoltaic silicone panels supporting top manufacturers exceeds 80%, with an overall market share of nearly 40%. Through technological breakthroughs, the company has increased the service life of silicone sheets from 2000 times to 20000 times, breaking foreign monopolies and solving the bottleneck problem in the high-end field.
On the same day, the organic silicon sector saw a 4.13% increase in Luxi Chemical, a 3.73% increase in Silicon Treasure Technology, a 3.70% increase in Jitai Shares, and gains in Sanyou Chemical, New Asia Strong, and others.
Summary of Organic Silicon Market on December 15th:
At the beginning of the week, the market price of organic silicon DMC was a bit "stable". At present, the mainstream price is basically stable at 13500-14000 yuan/ton, with a slight increase of 100 yuan/ton in some local offers. The overall market is relatively calm, and both buyers and sellers are still observing. The willingness of downstream buyers to purchase goods is not strong.
However, there are actually reasons behind this wave of stability. Recently, prices have risen three times, mainly due to upstream factories actively reducing production and tightening supply. This production reduction action is still ongoing, so it is a strong support for the current price.
Simply put, the upstream is "controlling quantity and ensuring price", while the downstream is very cautious because terminal demand has not yet truly emerged. Everyone is waiting, and a new round of stocking requirements may be launched one after another by the end of December. In the short term, this price should continue to stabilize.
The dimethyl silicone oil market is experiencing positive differentiation! The price of domestic silicone oil has risen strongly to 15200-16500 yuan/ton, and the cost support is stable. The current price consolidation is precisely to release the accumulated strength for future demand. The negotiation price of foreign brand silicone oil bulk cargo is concentrated at 16200-16500 yuan/ton. Although it is under short-term pressure, the high cost has built a solid bottom, and a rebound is brewing at any time under the long short game.
Overall, the bottom support of the market is strong, and short-term consolidation is a necessary process to digest the gains. With the recovery of demand in the later stage, it is expected to usher in a new round of steady upward trend.