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A big rise is good! National level policies announced that the silicon industry will usher in a big outbreak, and the spring of the whole industry is coming

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The central economic work conference was held in Beijing from December 8 to 10. The meeting called for a correct understanding and grasp of carbon peak and carbon neutralization. The gradual withdrawal of traditional energy should be based on the safe and reliable substitution of new energy. Based on the basic national conditions of coal, we should pay attention to the clean and efficient utilization of coal, increase the consumption capacity of new energy, and promote the optimal combination of coal and new energy. We should pay close attention to tackling key problems of green and low-carbon technology. It is necessary to conduct scientific assessment, exclude the new renewable energy and raw material energy from the total energy consumption control, create conditions to realize the transformation from "double control" of energy consumption to "double control" of total carbon emission and intensity as soon as possible, accelerate the formation of an incentive and restraint mechanism for reducing pollution and carbon, and prevent simple layer by layer decomposition. To ensure energy supply, large enterprises, especially state-owned enterprises, should take the lead in ensuring supply and stable prices. We should further promote the energy revolution and accelerate the construction of an energy power.






As the basic raw material of renewable energy photovoltaic industry chain, metal silicon, which has caused all kinds of unrest in the silicone market, is not included in the total energy consumption control. For metal silicon, polysilicon and silicone, it is good. The approval of new projects will no longer be blocked, and there will be a big outbreak in the future.


The raw material metal silicon has no worries. In the next few years, new large projects will be put into operation. The output of metal silicon and silicone basic raw material market will be sufficient in the next few years, and the downstream will usher in a big outbreak. It is necessary to do a good job in the development of new products and expand the new uses of silicone.






This year, the global overall inflation rate hit a 10-year high: the data show that in 2021, the inflation rate of more than 80 countries and regions around the world hit a new high in recent five years. This year, the global overall inflation rate will reach 4.3%, a new high in the past 10 years. Some analysts believe that in order to stimulate economic recovery, western countries represented by the United States have released liquidity on a large scale. Since March last year, the United States has adopted a super fiscal stimulus plan and ultra loose monetary policy.






The CPI of the United States in November increased by 6.8% year-on-year, a new high since June 1982; It is expected to increase by 6.8% and the previous value by 6.2%; The month on month increase was 0.8%, the expected increase was 0.7%, and the previous value increased by 0.9%; Core CPI increased by 4.9% year-on-year, expected to increase by 4.9%, and the previous value increased by 4.6%; The month on month increase was 0.5%, the expected increase was 0.5%, and the previous value increased by 0.6%.






Germany's inflation rate rose to a 30-year high in November; German inflation rose to 5.2% in November, the highest since June 1992, according to data released by the German Federal Bureau of statistics on the 10th. Data show that the year-on-year increase of 22.1% in German energy prices in November is the main factor driving up inflation. Excluding the energy price factor, the inflation rate of the month was 3.4%. In addition, food prices rose 4.5% year-on-year and service prices rose 2.9% year-on-year.






In November, Japan's enterprise price rose to a new high in nearly 41 years. The preliminary statistics released by the Bank of Japan on the 10th showed that affected by the superposition of multiple factors such as the continuous high international crude oil price and the depreciation of the yen, Japan's enterprise price index increased by 9% year-on-year in November, the largest increase since December 1980.

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