Last week, DMC's quotation rose. After new year's day, there were many pre-sale orders from monomer factories, which were not accepted. The supply of monomer in the market was tight, and the downstream goods preparation and replenishment were active. Some price increases were bought, and DMC demand increased; At the weekend, DMC offered about 30000 yuan / ton. At the end of the year, the sealing phenomenon of manufacturers increased, 107, and the quotation of raw rubber rebounded; Previously, the silicone oil plant was shut down and restarted, and the domestic silicone oil supply was sufficient; Due to the rise of raw material prices and the positive impact of downstream goods preparation, the demand for 107 rubber and raw rubber rebounded; Affected by market demand, the silicone market is expected to rise steadily in the short term.












Gas silicon






The supply of fumed silica in China is tight, and the price rises slightly. In terms of raw materials, the prices of silicon chloride and methyltrichlorosilane also remained stable on Thursday. Affected by the maintenance of some enterprises, the supply of gas silicon market is tightening; The downstream pre holiday stock increased, and the gas silicon market stopped falling and stabilized; However, new production capacity will be put into operation around the Spring Festival, and the supply will increase after the festival. It is expected that the fumed silica market will mainly fluctuate sideways in the short term


Metallic silicon






The metal silicon market is relatively light, the downstream demand is weak, and the silicon price decreases slightly. Building materials units shut down one after another, and the demand for aluminum alloy is weak; Silicone downstream enterprises have more replenishment behaviors and increased demand; Large silicon wafer factories raised the operating rate, driving the recovery of silicon material demand; Although the overall prosperity of the downstream demand for industrial silicon is good, the early inventory of enterprises is loose, resulting in a relatively light transaction in the industrial silicon market. Electricity prices in domestic production areas are rising, silicon plants in Yunnan are shutting down one after another, manufacturers and traders' willingness to ship is reduced, and downstream procurement enthusiasm is general. It is expected that domestic industrial silicon prices will operate stably in the short term.


polysilicon






Polysilicon prices fell slightly, but the decline narrowed significantly. On the one hand, the price of silicon wafers has shown a steady upward trend. In order to meet the growth of downstream demand, the operating rate of silicon wafer enterprises has increased steadily, and the procurement of silicon materials has been gradually strengthened. The phased demand growth has slowed down the decline of silicon material price; On the other hand, the operating rate of downstream first-line enterprises is expected to increase to more than 70%. Some first-line silicon enterprises resume signing orders due to increased demand, and the transaction price remains relatively high, supporting the narrowing of the decline in the average price of silicon this week.


Statistics show that as of January 9, imported cases of Omicron have been found in Tianjin, Guangzhou, Changsha, Shenzhen and Zhejiang, and no local infection has been caused except Guangzhou. The imported cases of Omicron in Guangzhou were found to be positive in the home isolation period after the end of centralized isolation, causing 3 infections among residents in the same building. The current round of epidemic in Tianjin is the largest local infection caused by Omicron in China so far.






Soaring inflation "can't hold" the European Central Bank is afraid to return to the "old road" of the Federal Reserve?






According to the latest data released by Eurostat on January 7, the consumer price index (CPI) in the eurozone rose by 5% year-on-year in December last year, setting a new high since 1991. Under the continuous "pressure" of high inflation, the market has been speculating that the European Central Bank may follow the "old road" of the Federal Reserve. Under inflationary pressure, it has to gradually give up the "temporary theory of inflation" and finally need to raise interest rates in advance.


New Yaqiang: the net profit in 2021 will increase by 100.21% to 106.56% year on year:






Xinyaqiang announced that the net profit attributable to the shareholders of the listed company in 2021 is expected to be RMB 315 million to RMB 325 million, with a year-on-year increase of 100.21% to 106.56%. In 2021, the market demand for the company's products remained strong, the production capacity of main products increased steadily, the company actively grasped the market opportunities, the production and sales increased significantly year-on-year, and the global market share gradually expanded. At the same time, the positive expansion of the company's products in the new energy, led, electronics and medical market has also had a positive impact on the improvement of performance.






HTC Xincai: filed by the CSRC on suspicion of illegal information disclosure:






HTC Xincai announced that the CSRC decided to file a case against the company for investigation on suspicion of illegal information disclosure.