Yesterday afternoon, many DMC manufacturers reported that the device was shut down for maintenance. The enterprise said that according to the characteristics of the production process of the silicone enterprise, in order to ensure the safe and effective operation of the production device, according to the annual maintenance plan, the DMC device will be shut down for maintenance on October 13, 2022, and the maintenance is expected to take about 45 days. This shutdown maintenance is a routine maintenance carried out according to the annual plan, which will not affect the production and operation of the enterprise. The industry believes that the supply side may be reduced by about one-third.


Traditionally, the current price is quite attractive. The monitoring data shows that the domestic silicone market is narrow, the market price of DMC mainstream brands has stopped falling, and the number of inquiries has increased. The ex factory price is close to the market, giving some support to the spot. The traders are not willing to give up profits at high costs, and the spot price is firm. The industry believes that the continuous rise in the raw silicon and transportation prices of monomer plants has led to the continuous losses of upstream enterprises, which means that monomer enterprises may start appropriate increase operations.


Buy! Big families buy quietly! The fluctuation of large households affected by the economic environment is also different. Compared with ordinary manufacturers, the demand of large households is relatively stable, and the demand of large households is rising. This year, new energy photovoltaic, consumer silicon products and exports are the most prosperous downstream large households of organic silicon. In September, the retail sales of new energy passenger vehicles reached 611000, an increase of 82.9% year on year and 14.7% month on month. The overall data of new energy vehicles in September was good. Considering the impact of policies and peak seasons, the high boom rate in the fourth quarter will probably continue. At the same time, CCCC predicted that the annual wholesale sales of new energy vehicles would reach 6.5 million this year, with the penetration rate of about 28%, which is the same as before. At present, it is generally expected that the level of next year will be 9 million vehicles. If the base number is 6.5 million, the growth rate will be about 30% next year.