This week, the price of silicon material has been rising steadily and slightly, and the current situation of relative shortage of supply continues: the price of silicon material has been rising steadily and slightly this week, in which the average transaction price of single crystal re feeding, single crystal compact material and single crystal cauliflower material has increased by less than 0.5%. The price range of domestic single crystal re feeding is 230000-247000 yuan / ton, and the average transaction price rises to 241100 yuan / ton, with a weekly increase of 0.46%; The price range of single crystal compact is 228000-245000 yuan / ton, and the average transaction price rises to 238500 yuan / ton, with a weekly increase of 0.38%. (silicon branch)


Recently, a number of major events have taken place at home and abroad. The situation in Ukraine is tense, energy prices are rising, the domestic Winter Olympic Games is about to be held, and the commencement of some factories will be limited. At the same time, the prices of many chemical products have increased recently, the silicone concept stocks have performed well in the stock market, and the stock prices of many silicone listed companies have risen. We see the rise again in the trend of silicone after the festival. At present, most downstream enterprises stop production during holidays, logistics are shut down, and there are few spot transactions in the market. For the form after the festival, according to the supply and demand and inventory, in the short term, the price after the festival will remain stable, and the long-term price shows a downward trend.






Star Technology: Star Technology (002132. SZ) said on the investor interaction platform on January 17 that as of December 31, 2021, the number of shareholders of the company was 61600, and the company's silicone products are currently in trial production.






Xingfa group: Recently, it said on the investor interaction platform that the organic silicon new material integrated recycling project of Inner Mongolia Xingfa Technology Co., Ltd., the holding subsidiary of the company (including the new 400000 T / a organic silicon monomer production unit, Supporting 50000 T / a glyphosate unit and 300000 t / a ion-exchange membrane caustic soda unit) has obtained the energy evaluation approval.






Recently, its subsidiary Xingrui silicon materials announced the EIA of another 400000 ton project, mainly building silicon powder processing unit, monomer synthesis unit, monomer separation unit, dimethyl hydrolysis and cracking unit, methyl chloride synthesis unit, etc., and supporting the construction of methyl chloride and monomer product tank farm, acid-base tank farm, solid waste temporary storage, chemical warehouse, power distribution room, cooling tower Refrigeration unit and other auxiliary facilities. After the completion of the project, the annual output of silicone monomer will be 400000 tons, with a total monomer capacity of 800000 tons.






Dongyue silicon material (300821. SZ) said on the investor interaction platform on January 19 that up to now, the trial production of the company's fund-raising projects is being promoted in an orderly manner, and the company will arrange the trial production process in stages according to the product process and production process. Please pay attention to the company's regular report on performance.






Zhongtian holdings, with a total investment of 2.08 billion yuan, has an annual output of 290000 tons of silicone downstream products and an annual output of 150000 tons of silicone monomer project. It entered the construction site at the end of June last year. At present, the phase I complex building and auxiliary building are basically completed, the civil engineering part has completed 80% of the overall construction progress, and some supporting projects and automatic production lines have been installed. The project is expected to be completed in the middle of 2022, It will be put into operation in the second half of the year.


According to the national energy administration, by the end of December, the installed capacity of power generation in China was about 2.38 billion kw, a year-on-year increase of 7.9%. Among them, the installed capacity of wind power was about 330 million KW, a year-on-year increase of 16.6%; The installed capacity of solar power generation was about 310 million KW, a year-on-year increase of 20.9%.






The fidelity of silicon quantum computer has made a major breakthrough, reaching more than 99%. Recently, nature has published three papers on the cover. Researchers from three different teams have verified the fidelity of Silicon Double qubit gate, which has reached more than 99%, exceeding the fault-tolerant threshold of quantum computing. The results show that powerful and reliable quantum computing in silicon materials is becoming a reality, which is helpful to build silicon-based quantum devices compatible with current semiconductor technology.






U.S. Department of Commerce: the core shortage of U.S. enterprises will continue for at least six months: the U.S. government said that the global semiconductor shortage will continue until at least the second half of this year. On the 25th local time, the U.S. Department of Commerce released an industry report that there is an obvious and continuous mismatch between chip supply and demand, and these challenges will not be solved in the next six months. According to the report's survey of more than 150 companies in the chip supply chain, the median inventory of some key chips of U.S. manufacturers and other companies using semiconductors has fallen to less than 5 days, while in 2019, this figure remained at about 40 days.