organosilicon






Last week, the quotation of DMC rose slightly, the market demand increased, the supply and demand of DMC was unbalanced, and a large number of monomer factories were closed, mainly pre-sale orders; At present, the quotation of mainstream DMC is 32500 yuan / ton, and that of some manufacturers is 33000 yuan / ton. Affected by the price of raw material DMC, the quotation of 107, raw rubber and silicone oil increased slightly; 107. The downstream market demand has increased; The market demand of raw rubber has increased; Due to more exports of silicone oil, the downstream demand increases, and the domestic supply is relatively tight; Affected by market demand and resumption of work after the festival, the silicone market is expected to rise steadily in the short term.








Silicon gas






Chinese fumed silica enterprises have made offers one after another, and the quotation is explored as a whole. In terms of raw materials, the prices of silicon chloride and methyltrichlorosilane remained stable on Thursday. The overall supply remained stable due to the postponement of the production of new projects; In terms of demand, the downstream silicone rubber enterprises resumed production in an all-round way, the price rose, and mainly made up the warehouse for gas silicon; The price of raw materials is temporarily stable and the cost support is stable; It is expected that the market of fumed silica may continue to explore slightly in the short term.






Metal silicon prices rose slightly. On the demand side, with the commencement of downstream silicone, polysilicon and aluminum alloy after the festival, the inventory consumption of enterprises in the early stage is obvious, and the replenishment inquiry purchase begins to increase; On the cost side, the electricity price in various domestic production areas has increased to varying degrees, and the price of petroleum coke has increased significantly recently. Recently, some silicon plants in Sichuan and Yunnan are in the maintenance stage, the supply is expected to decline, the downstream demand is good, and the price of industrial silicon is expected to continue to rise slightly in the short term.


polysilicon






Polysilicon prices remained stable and rose slightly, mainly because the supply increment of silicon materials in February was still less than the demand increment, the overall market supply of silicon materials was relatively short, and the price rise was supported by power; The price increase narrowed slightly this week, mainly because the number of new orders decreased significantly this week, and one of them had long orders, so the price increase was slightly limited. In terms of demand, the operating rate of silicon wafer enterprises will remain stable or increase slightly, and the new production capacity will continue to be released steadily.


Many projects across the country have been started after the year, covering many fields such as science and technology, transportation and so on






Years later, many projects in China started one after another. On the 19th, the centralized commencement ceremony of construction projects was held in the New Lingang area of Shanghai free trade zone. The 14 projects under centralized construction have a total construction area of 1.08 million square meters and a total investment of 18.742 billion yuan. The project covers cutting-edge industries such as new energy vehicles, biomedicine and civil aviation, as well as housing, municipal transportation, ecological environment and other fields. Recently, 1428 major projects in Hunan Province have been started one after another. Major projects in Gansu Province in the first quarter of 2022 started on the 19th.






In January, China's automobile sales increased steadily, and the sales of new energy vehicles increased by 1.4 times year-on-year: according to the data released by China Automobile Industry Association on the 18th, China's automobile production and sales in January reached 2422000 and 2531000 respectively, with a month on month decrease of 16.7% and 9.2% respectively, and a year-on-year increase of 1.4% and 0.9% respectively. The automobile production and sales showed a steady and slight growth.






Strong power to release the potential of consumption heat: in 2021, China's final consumption expenditure will drive the economic growth by 5.3 percentage points, and its contribution rate to economic growth will reach 65.4%, which is the main engine for stabilizing economic growth. This year, the consumer market is expected to run faster, making the driving force of China's main engine of economic growth stronger.