At the end of the Spring Festival holiday, the downstream ushered in a labor tide. At present, the market hypes that the price of silicone is rising again. Some irresponsible media shout up the headlines every day to win attention. However, according to the tracking, the price has not changed after the festival. At present, most downstream enterprises have not officially started construction, and monomer factories are also delivering pre-sale orders before the festival. Downstream enterprises still have inventory, but the inventory is small. Monomer enterprises have a good start in the near future, less maintenance, good inventory supplement and guaranteed supply. At the same time, new production capacity is being released. At present, the relationship between supply and demand is relatively balanced. As long as the upstream and downstream production and procurement are normal, there will be no serious shortage, and there will be surplus with the release of new capacity. If the new production capacity goes smoothly, it is expected to be put into the market in the second quarter. Bing dwen dwen, which is seriously short, has begun to take advantage of silicone for its shell. It will start to raise the organic silicon, but it will not be used. Even if it is produced in 10 million, 50 grams of silicone is needed, and 500 tons of silica gel is needed. At present, only a few hundred thousand tons of silicon are needed, and the demand for organic silicon will be tens of tons. Compared with hundreds of thousands of tons of silica gel, the market impact is minimal.






For silicone enterprises, especially downstream products enterprises, it is not to take the opportunity to hype the shortage and price rise, but to develop more silicone daily necessities and toys and expand the application of silicone through this opportunity.






At present, people who hold the attitude of price increase believe that the peak season of downstream demand is from March to April in previous years. With the increase of downstream demand, silicone will rise. However, the price increase in January this year has deviated from the normal range. At the beginning of January, the price of DMC was 25000 yuan / ton, and by the end of January, it has reached 31500 yuan / ton, an increase of more than 20%, which has overdrawn the subsequent increase. Therefore, in the short term, the power of price rise is limited, the possibility of price stability is high, and there is a certain possibility of downward adjustment. Moreover, the current price can maintain good profits for both upstream and downstream. Maintaining price stability is conducive to the whole industry, but there is a great possibility of long-term price downward.


During the period, all regions and central enterprises made efforts to stabilize coal production and supply and scientifically arrange production and sales. The daily output, supply and shipment of coal were higher than that in the same period of the lunar calendar, effectively ensuring the demand for coal for festivals. Since the third day of the first month, coal production in various regions has rebounded rapidly, and has basically returned to the pre holiday level. The coal storage of national unified dispatching power plants has remained above 165 million tons, an increase of more than 40 million tons over the same period last year. With the accelerated recovery of coal production, the demand for coal in superimposed heating season has decreased, and the guarantee capacity of coal supply will be further enhanced.






The U.S. Department of Commerce included 33 Chinese entities in the so-called "unverified list": according to U.S. media reports, the Biden government included 33 Chinese entities in the "unverified list" of the Department of Commerce on the 7th, imposed new restrictions on these entities' access to products from U.S. exporters, and asked U.S. companies that want to do business with these Chinese companies to conduct additional investigations. According to US media reports, most of the companies included in this list are electronic companies, but there are also optical companies, a wind turbine blade company, the National Laboratory of the University and other companies. After the 33 Chinese entities were included, the total number of entities on the list reached about 175. Other countries with entities on the list include Russia and the United Arab Emirates.






EU economic officials said 7 days, COVID-19, supply chain bottlenecks, high energy prices and other multiple factors, the EU economy is facing a high degree of uncertainty. Dong brofskis, executive vice president of the European Commission, said that at present, the EU's gross domestic product (GDP) has roughly returned to the pre epidemic level, and the labor market has improved significantly. However, the epidemic situation has deteriorated sharply in the past few weeks, which is expected to affect economic activities in the first quarter of this year.