Yesterday, the DMC quotation of mainstream manufacturers fell sharply, but there is still a certain gap between the current quotation and the spot quotation. Raw rubber and room temperature rubber fell at the same time. This round of price correction is likely to mean the end of the super profit cycle of silicone upstream, which has lasted for several years. With the continuous release of new capacity, it will enter a new round of overcapacity and de capacity stage.






At present, the downstream demand side is shrinking, and the export side is also decreasing year-on-year. The downstream continues to wait and see to fall. The transaction of new orders is general. It is expected that the quotations of mainstream manufacturers will further fall. At present, the spot DMC has fallen by 8000 yuan, and the current quotation is 31000 yuan / ton, which may continue to be reduced. It is expected that the price will fluctuate by 30000 yuan / ton in the short term, and there is still some room for decline in raw rubber and 107 rubber. At present, the procurement is still based on just needed procurement. At the same time, it is necessary to avoid the situation of too fierce price reduction and violent rebound years ago.


The price of silicon material has risen for 9 weeks. Insiders: it may ease in the second half of the year: the off-season of photovoltaic industry is not light, and the prices of related products in the industrial chain have also increased. According to the data of China photovoltaic Association, the silicon material increased by 224% in 2021. Although it decreased at the end of the year, it still increased by 177% compared with the beginning of the year. Since this year, under the high demand, the price of silicon material has continued to rise. On March 16, the silicon branch of China Nonferrous Metals Industry Association announced the latest silicon material price. The average transaction price rose for nine consecutive weeks, with the latest increase of about 0.5%. Industry insiders believe that the progress of silicon material production expansion has accelerated, but it is still in the climbing period of new production capacity, and the overall supply shortage may be alleviated in the second half of the year.






National Development and Reform Commission: by 2025, the annual comprehensive production capacity of domestic energy will reach more than 4.6 billion tons of standard coal: the national development and Reform Commission has issued the "14th five year plan" for modern energy system. The plan proposes that by 2025, the annual comprehensive production capacity of domestic energy will reach more than 4.6 billion tons of standard coal, the annual output of crude oil will rise and stabilize at the level of 200 million tons, the annual output of natural gas will reach more than 230 billion cubic meters, the total installed capacity of power generation will reach about 3 billion kilowatts, the energy reserve system will be improved, and the independent supply capacity of energy will be further enhanced. The power emergency security guarantee ability of key cities, core areas and important users has been significantly improved.






TEPCO said that the power supply was tight, and the power demand reached 106% of the supply: TEPCO said on March 22 that the "utilization rate" of demand and supply reached 106% at about 13:00 on the same day, and the power supply was in a "very severe" situation. Japan's Ministry of economy, industry and trade believes that if electricity is not saved, there may be some power outages in the evening within the jurisdiction of Tokyo Electric Power, and calls for further power conservation.