Unblocked! I wish you good luck in 2023. In the past year, in addition to the impact of the energy crisis caused by the conflict between Russia and Ukraine, the decline of the global market environment has led to a decline in silicone demand and a sharp decline in global orders. It is the so-called "demand is demand". I hope that the production of the silicone industry chain will be on track in the new year. After all, it will be difficult to achieve without the skyrocketing demand (price increase in Zhejiang). The monitoring data shows that the current raw material end is still in a good layout period. With the gradual fading of the impact of the epidemic and the substantial recovery of the growth of the domestic silicone industry chain, the middle and lower markets are expected to welcome trendy investment opportunities this year. Some new applications are based on the prosperity degree and the direction of industrial policy support to grasp the main line of industrial upgrading and demand upgrading.



The industry said that the demand for epidemic prevention dropped rapidly. With the decline of futures, the support level was gradually broken. The large-scale outbreak of the epidemic in various regions has seriously affected the terminal consumption and factory commencement, restricted the enthusiasm of downstream procurement, and the spot transactions have weakened significantly. However, the new demand variable has slowed down to a certain extent. As the peak of infection has passed, urban terminal consumption has gradually recovered. The impact of the cold wave in North America has supported overseas prices. With the continuous decline of DMC prices, the demand for inventory replenishment is expected to be advanced.



The monitoring data shows that the orders of downstream factories at the end of the year are nearing the end, and the load is low due to insufficient new orders and lack of personnel. Middle and downstream factories have more holidays in succession, and the willingness to make up positions before the year is low. It is expected that the demand will continue to shrink in the near future. The macro policy has been favorable, but the industry has reached a consensus on de stocking. At the end of the year, the willingness of the middle and lower reaches to replenish stocks is low, and the market has entered a stalemate. It is expected that the market will continue to fluctuate slightly in the first quarter of 2023, and the overall situation will remain weak.