A few days ago, a number of celebrities said that the silicone industry chain should speed up the pace of technological self-reliance and solve the "bottleneck" problem in the market; Comply with the general trend of industrial development and enhance the continuity and competitiveness of the development of organic silicon industry. The industry will move towards the goal of high-quality brand development, and the probability of large-scale price competition is small. It is expected that the overall price of silicone in the industry will remain relatively low and stable in 2023. After the release of the epidemic, the demand side will warm up and the production capacity of enterprises will be restored. It is expected that the single volume growth rate of the entire silicone industry will rebound significantly in 2023. He also believes that the price rise after the festival itself belongs to "atmosphere speculation". As we all know, there is a law in the organic silicon circle that "every festival will rise". After a short and long holiday, and the monomer factory will try to push up the price, the spot price will naturally rise. The price rise that breaks away from the logic of the demand side is originally a loft in the air. It is not ruled out that the silicone market will play a "roller coaster", so we must always pay attention to the recent fluctuations in silicone prices.


Monitoring data shows that DMC fell slightly today! The actual transaction price of mainstream manufacturers fell by about 100-200 yuan, or was related to the insufficient purchase volume of large customers. According to the Silicon Industry Branch of China Nonferrous Metals Industry Association, in the first week after the Spring Festival, the price of domestic polysilicon continued to stabilize and rise before the festival. This week, the price of various categories of silicon materials increased by about 31% compared with two weeks ago. The mainstream transaction price of single crystal dense materials was between 20.8-22 million yuan/ton, and the highest price reached more than 230000 yuan/ton. This week's price fluctuation is the result of cross-week calculation. The increase seems to be large, but it is actually the cumulative increase of two weeks' price.


Domestic commodity futures: as of the closing of the afternoon on February 1, the decline was more or less. Coking coal and coke fell by more than 3%, ferrosilicon and hot roll fell by more than 2%, urea and soybean oil fell by more than 1%, and PP and ethylene glycol fell slightly; Apple and Shanghai Aluminum rose more than 1%, while jujube and sugar rose slightly.