Recently, the price of silicone has been rising. The prices of DMC, 107 rubber, raw rubber and silicone oil have all risen to more than 30000 yuan / ton, and the prices of silicone oil of some foreign brands have risen again to more than 50000 yuan / ton.






In the short term, prices have risen continuously, and there must be a shortage of spot goods caused by centralized goods preparation, but it is doubtful whether downstream consumption will really return to such a level. As the Spring Festival is approaching, logistics in many provinces will be shut down. At present, most enterprises have basically completed the preparation before the festival. During the Spring Festival, monomer factories generally produce normally, but most downstream small and medium-sized enterprises stop production and take holidays. According to normal conditions, the spot inventory after the Festival will increase. If the downstream purchases on demand, there will be no hoarding speculation, and there will be no shortage of goods, At that time, the price may callback.


CITIC Securities: PPI turns negative month on month and is expected to further accelerate the downward trend in the second quarter. According to the Research Report of CITIC Securities, in terms of industrial product prices, under the influence of the increasing policy of "ensuring supply and stabilizing price", the weak demand for steel and cement in winter and the low crude oil price in the middle and first ten days of December last year, the PPI accelerated downward in December last year; However, the prices of some short-term imported commodities, such as crude oil and natural gas, have rebounded, providing some support for the overall industrial product prices. Therefore, the downward slope of PPI in the first quarter may be slightly weaker than previously expected. Combined with the tail raising factors of PPI in 2022, it is expected that the year-on-year decline of PPI may further accelerate in the second quarter.






China Securities News: last year's CPI rose by 0.9%. It is expected that this year's CPI increase will expand, but it is generally controllable. According to an article on the front page of the China Securities News, looking forward to 2022, analysts believe that the CPI increase is expected to expand, but it is generally controllable, affected by factors such as the gradual upward cycle of pork prices and the transmission of commodity prices; PPI growth is expected to continue to fall under the influence of factors such as the continuous implementation of the policy of ensuring supply and stabilizing price superimposed on the high base and the peak fall of commodity prices. The "scissors difference" between the two will be significantly narrowed.