Today, the "communication travel card" is officially off the line. The tools that restrict people's mobility are being released one by one, and the horn of stabilizing the economy is sounding louder and louder. But for individuals, they will face a new round of challenges, and it will take some time to step into normalization.


This week, the organosilicon market stock keeping going, and the price is also cooperating with the negotiation step by step. However, last week's concentrated large profits stimulated a wave of rigid demand for stock. This week, the intensity of bidding eased slightly. The terminal demand is still in a weak position, and the big players who plan to stock up in batches are still playing games to hold down the price. At present, there is only a price difference of two or three hundred between individual plants, but there is a lot of room for choice in the middle and lower reaches, not only for price comparison, but also for service, billing period, quality and other aspects of evaluation. Therefore, when the price difference is not large, the individual plants receive orders in good and bad ways. Today, Shandong monomer plants raise 100 yuan, and DMC reports 16700 yuan/ton, The online market of the leading monomer factory fell by 500 yuan, and DMC and 107 glue quoted 17000 yuan/ton, but the actual transaction still remained at about 16700 yuan/ton, which was stable in both light and dark!


From the supply side, the southwest region is in a dry season, and the operating rate of metal silicon is low. However, due to the immersive de stocking of monomer plants, which has lasted more than two months of load reduction, the demand for metal silicon also continues to decline. According to senior insiders in the industry, although the external quotation of 421 # metal silicon is at the 20000 level recently, the transaction is the same as that of organic silicon, which is also a dark drop mode. At present, the actual transaction has dropped to about 19000 yuan/ton, For single plants that have been falling continuously, it is still high cost operation.


In terms of operating rate: at present, there are still single units parking in Shandong, Zhejiang and Inner Mongolia. It is understood that Zhangjiagang units are planned to restart, and the new capacity in Xinjiang is advancing step by step. This week, the operating rate of single units is temporarily maintained at 60%, and the capacity is expected to rise in the next ten days. In order to avoid accumulation in January and make a good start for 2023, there is still a long way to go before the end of the year.