On November 7, Global Organosilicon Network: In the annual outlook of many institutions, the medium and long-term global demand forecast for organosilicon has been improved. As an important strategic resource, metal silicon plays an important role in the global economy, and even becomes one of the barometers of the rise and fall of the chemical industry chain. Last week, all major maintenance devices returned to normal, and the capacity release increased! With the continuous release of raw material end capacity, the current price has shown signs of loosening, and DMC has dropped by 200! The lowest price is 17600 yuan/ton! The industry said that for the silicone industry chain, the release of raw material capacity at the supply side, and even the subsequent rebound in raw material prices, will further promote the supply of industrial chain.


Dragged down by "Y" situation, "Y" situation is everywhere, which is not optimistic, affecting the sharp decline in demand for raw materials in South China, and the price has dropped slightly. However, in addition to the high stock level on the floor, the demand of downstream factories has not yet recovered. The spot market did not trade well on Saturday, and various factors suppressed the rise of silicone products. At present, the domestic DMC market has declined partially, and the prices of some brands have dropped by 200 yuan/ton. At the beginning of the month, some mainstream manufacturers adjusted their ex factory prices. Today, the single brand manufacturers offered a very good price, and most traders maintained their sales at a very high price. The overall change was limited. Downstream customers were cautious in receiving goods. At present, public health events are repeated in many places, and procurement is just needed.


The supply and demand of organic silicon will improve from surplus to next year. In the current third quarter, when the supply and demand are not strong in the fourth quarter, most enterprises are basically full of production and sales. Therefore, it is expected that the supply and demand of organic silicon will not reverse significantly. In the first quarter of next year, when the demand is weak and the raw material capacity is released, the supply and demand will be from tight balance to loose. Based on this change, a subsequent core dimension is to look at the changes in supply and demand and prices in various links of the silicone industry chain. The more scarce the supply and demand, the more beneficial the downstream links will be.


The demand for special silicone for electric power may explode! From the perspective of the major planning, during the 14th Five Year Plan period, the State Grid planned to build an ultra-high voltage project "24 AC and 14 DC", involving more than 30000 km of lines, 340 million KVA of transformation and current conversion capacity, with a total investment of 380 billion yuan, a significant increase over the 13th Five Year Plan period. Among them, 13 UHV lines are planned to be started in this year, including "10 ACs and 3 DCs". The year with the largest number of UHV lines in history is 2015 and 2018, both of which are 6. The number of UHV lines to be started in 2022 will set a new historical record.