In the new year, organosilicon welcomes "a good start"! Since December last year, the contract prices of domestic organic silicon raw materials have rebounded to varying degrees. For example, the DMC main contract has risen by nearly 10% since December last year, and the mainstream spot price has continued to rise, which well reflects the market expectation of the stable improvement of the domestic organic silicon industry chain, and the industry has also ushered in a turnaround of comprehensive valuation and repair.


The industry said that as the domestic social and economic order returned to normal, the demand for organic silicon was significantly boosted, driving the profits of midstream and downstream manufacturers to improve, and the profit level was expected to rise. The market contract price signal in the first quarter of 2023 well reflected this trend. According to the statistical data, due to the shrinking consumption of multi-field industries such as terminal silicone rubber in 2022, the processing profit level of mainstream monomer enterprises such as DMC continued to remain negative, ranging from - 100 to - 200 yuan/ton. The weakening of the contract price difference reflects the signal that the market trend may tend to be stable this year and the confidence of the middle and downstream manufacturers will be boosted.


The monitoring data shows that the mainstream price in the domestic DMC market has increased tentatively, and the market price of the mainstream brand has increased by 100-300 yuan/ton. There is no futures guidance in the market today, and the expectation before the holiday is continued; The market's expectation for the future domestic economy is good, and the market mentality is improving; The upward price of the major raw materials at the end of the factory gave strong support to the market. Traders offered to lock in profits, and the price center moved up. Most of the factories have not been reworked, the intra-field traffic is not smooth, and the source of goods is concentrated in the midstream traders.


A few days ago, the contents of the local two sessions have important reference significance for the prospect of the national two sessions: GDP: mostly above 5.5%. Based on the provincial goals, it is estimated that the bottom line of the national GDP target in 2023 should be around 5%, more likely to be set at more than 5%. (The growth rate of domestic GDP in 2022 is 3%) Steady growth: the main focus is to expand domestic demand, including promoting consumption, loosening real estate, expanding infrastructure, etc. Industrial policy: both development and security, food and energy industry chain security, digital economy. State-owned enterprise reform: nearly one third of provinces and cities will carry out a new round of state-owned enterprise reform.


Rural revitalization: 16 provinces emphasize the comprehensive promotion of rural revitalization.