Recently, the Urumqi Municipal People's government and Hesheng Silicon Industry Co., Ltd. officially signed a strategic cooperation framework agreement. The silicon-based new material industry integration project with an investment of 35.5 billion yuan will start construction in Urumqi ganquanbao economic and Technological Development Zone in March next year. It is expected that the whole project will be completed and put into operation in 2024.






It is understood that the project will invest in the construction of new silicon-based materials, polycrystalline silicon, single crystal chips, battery modules, photovoltaic power generation and other projects. The land area of phase I of the project is about 3550 mu, and about 17000 people will be employed.






At present, Hesheng is an absolute leading enterprise in terms of metal silicon and silicone production capacity. In addition to the polysilicon, single crystal, photovoltaic module, photovoltaic power generation project invested this time and the metal silicon and silicone project under construction, Hesheng will definitely be an absolute leading enterprise in terms of silicon-based materials in the future, and will also be one of the silicon-based material enterprises with the most complete industrial chain.






Silicon based new materials is a strategic emerging industry focused by the state. After the project is completed, it will form a whole industrial chain upstream of silicon-based chips, downstream of photovoltaic modules and photovoltaic power generation. For building ganquanbao silicon-based new materials 100 billion green circular economy industrial park, it will help the capital achieve the goals of "carbon peak" and "carbon neutralization", and promote the adjustment of energy structure and industrial structure of the capital, It is of great significance to promote the high-quality development of the capital economy.






According to statistics, at present, Hesheng has a metal silicon production capacity of 800000 tons / year, a silicone monomer production capacity of 980000 tons, a metal silicon production capacity of 400000 tons to be put into operation, and a metal silicon production capacity of 800000 tons under planning and construction; The capacity of silicone monomer to be put into operation is 1.2 million tons, which is planned to be 1.2 million tons. The polycrystalline capacity of this silicon-based material integration project is expected to be 200000 tons, which will become a veritable overlord of silicon-based materials at that time.


Last week, the price of metal silicon fell again, and the quotation of mainstream DMC continued to decline; By the end of the year, single manufacturers had a strong intention to clear inventory, and many manufacturers reduced prices and shipped goods, aggravating the wait-and-see mood in the downstream; Now the mainstream quotation of DMC is reduced to 27000 yuan / ton, and the quotation of some manufacturers is reduced to 24200 yuan / ton. The quotations of raw rubber, 107 rubber and silicone oil were followed up and lowered; The import of silicone oil is lowered, the demand for silicone oil is optimistic, and there are many exports; The room temperature adhesive market is still not improving, and the downstream small batch replenishment; The export of silica gel became lighter, the demand for rubber compound decreased, and the raw rubber market became lighter; Affected by the price of metal silicon, it is expected that the silicone market will continue to be weak in the short term.










Gas silicon






Last week, China's fumed silica market continued to decline. In terms of raw materials, the price of silicon chloride fell on Thursday; The price of methyltrichlorosilane remained stable. The low downstream demand is the main reason for the reduction of gas silicon price, and the performance of room temperature glue and high temperature glue is poor; Gas silicon enterprises are generally started and are in the stage of destocking. They are cautious in taking goods downstream. It is expected that the fumed silica market will continue to be weak in the short term.












polysilicon






Polysilicon prices fell. At present, the demand in the terminal market is still weak, and the whole industrial chain is in the de inventory stage, resulting in significant price reduction and promotion in the silicon wafer link, but the actual effect is not very obvious. Silicon wafer enterprises are facing the dilemma of high inventory and continuous price reduction, and their willingness to purchase silicon materials is not strong. From November to December, the continuous production of new capacity in the silicon material link and the downturn of downstream demand led to the convergence of cognition on the downward trend of silicon material price in all links of the whole industry. However, the expectations on the amplitude and speed of silicon material price decline are still inconsistent, which is also the focus of upstream and downstream game.