Metal silicon: at present, some metal silicon manufacturers believe that with the shutdown in dry season, the price will rebound in the future, especially 421#. Recently, many polysilicon projects have been put into operation, and many silicone enterprises are under test. Due to 421# tight supply, if there are many shutdown in dry season, the possibility of price rebound cannot be ruled out. Polycrystalline silicon that has been put into operation recently includes 51000 tons of high-purity silicon project of Yongxiang new energy phase II on November 30 and 35000 tons of polycrystalline silicon project in Daquan, Xinjiang, which was put into operation on December 6.


Silicone upstream: the price of silicone products fell continuously. DMC said 2500 and then increased 300 yesterday, indicating that the transaction price of about 27000 yuan / ton is more acceptable at present.


Silicone downstream: the bearish sentiment in the downstream is serious, but if the metal silicon price stops falling and rebounds, the silicone price may rebound. At present, the price is within 30, and there is a good profit space in the downstream. It is necessary to seize this round of low price cycle, expand new application directions and open the consumer market.


Central bank: on December 15, 2021, the deposit reserve ratio of financial institutions was lowered, and the reduction released a total of about 1.2 trillion yuan of long-term funds. The RRR reduction is a comprehensive RRR reduction. Except for some county legal person financial institutions that have implemented the 5% deposit reserve ratio, the deposit reserve ratio is generally reduced by 0.5 percentage points for other financial institutions. At the same time, considering that most financial institutions participating in the assessment of Inclusive Finance targeted RRR reduction have met the assessment standards of supporting agriculture and small expenditure (including individual industrial and commercial households), and the policy objectives have been achieved, Relevant financial institutions uniformly implemented the most preferential deposit reserve ratio, so that the RRR reduction released a total of about 1.2 trillion yuan of long-term funds.


Chinese Academy of Social Sciences: PPI and CPI are expected to rise by 5.0% and 2.5% respectively in 2022. According to the economic Blue Book: analysis and forecast of China's economic situation in 2022 released by the Chinese Academy of social sciences today, it is expected that in 2022, the total price will rise, the increase of PPI will decline, the increase of CPI will increase, PPI and CPI will rise by 5.0% and 2.5% respectively, and the scissors gap between the two will be significantly reduced. In addition, with the gradual restoration of production capacity in major economies, China's export substitution effect will be weakened; The PMI leading index of new export orders has been in the contraction range for many consecutive months, and the medium and long-term downward trend is obvious. It is estimated that the growth rate of China's import and export in 2022 will be 10.4% and 6.0% respectively, and the growth rate will drop significantly, but still maintain a certain toughness.


Economic Blue Book: China's economy is expected to grow by 8.0% in 2021. The economic Blue Book: analysis and forecast of China's economic situation in 2022 released on December 6 pointed out that the global economy will continue to recover in the coming period, but the recovery is facing uncertainty. It is estimated that China's economy will grow by 8.0% in 2021, with an average growth of 5.1% in the two years from 2020 to 2021. Considering that the global epidemic continues, China's economy is expected to grow by about 5.3% in 2022, with an average growth rate of 5.2% in the three years from 2020 to 2022, slightly higher than the average growth rate in the two years from 2020 to 2021.