Silicone Market: the recent price rebound is mainly due to the centralized replenishment in the downstream. In addition, the recent export situation is good. In November, the total export of polysiloxane reached 40500 tons, a year-on-year increase of 73.2% and a month on month increase of 29.8%. However, with the recent restart of maintenance units and the production increase of new units, it is expected that the supply of goods will be replenished, and the shortage will not continue.


Irrational replenishment, hoarding and price reduction are not desirable. According to the current production and supply situation, as long as the raw metal silicon is not out of stock and the monomer enterprise produces normally, it can meet the downstream demand. Moreover, under the condition of continuous release of new production capacity, there will be no shortage of raw material supply, and it is difficult to have the power to rise sharply in the later price.


Metal silicon: Recently, the price of metal silicon has basically hit the bottom. It is understood that the construction in Yunnan, Sichuan and other places has decreased recently, and some areas have stopped. It is expected that the price of some models of metal silicon will rebound, but the overall price is mainly stable and small.


Five departments including the Ministry of industry and information technology issued the action plan for innovation and development of intelligent photovoltaic industry (2021-2025). The plan proposes to comprehensively promote residential roof intelligent photovoltaic systems in conditional urban and rural areas, encourage new government investment in public welfare buildings and promote solar roof systems. Carry out regional photovoltaic distributed application demonstration with intelligent photovoltaic system as the core and new technologies such as energy storage and building power demand response as the carrier. Improve the application level of building intelligent photovoltaic. Actively carry out the building construction demonstration of "light storage, direct and flexible" integrating photovoltaic power generation, energy storage, DC distribution and flexible power consumption.






Ed Morse, global head of commodity strategy at Citigroup, said that in the past year, oil inventories have decreased and supply has fallen short of demand. This year, the situation has begun to be different. It is expected that oil inventories will begin to increase rapidly in the world no later than the second quarter of this year. Therefore, we expect oil prices to fall rather than rise this year. It is expected that by the fourth quarter of this year, the average price of Brent crude oil will be lower than more than $75 / barrel by $10, $12 or even $15 / barrel.






In December 2021, Caixin China's manufacturing PMI rebounded to 50.9. With the improvement of market conditions and stronger demand, manufacturing production activities accelerated expansion in December 2021, and Caixin China Manufacturing Purchasing Manager Index (PMI) returned to the expansion range. The manufacturing PMI of Caixin China in December 2021 announced on January 4 recorded 50.9, up 1.0 percentage points from November, the highest since July 2021, indicating that the manufacturing production and operation activities have improved.