At present, organosilicon is generally stable and improving, but the recovery foundation is still not solid. This needs to further improve the quality and efficiency of enterprise brand products, give priority to the expansion of traditional demand and innovative applications, and provide key impetus for accelerating the recovery of the follow-up industrial chain. According to the Association, the market with large volume of organic silicon is the basis for breeding a strong domestic brand. Last year, the domestic market sales of self-owned brand silicone products accounted for 81.6%, up 8.75 percentage points year-on-year. The key to improving the competitiveness of silicone products lies in four words - scientific innovation+brand. The person in charge of a factory in Jiangxi said that the enterprise has the advantages of early start, strong R&D ability and high market share in science and technology innovation+brand. To sum up, to make overseas consumers pay, organosilicon enterprises need to rely on the hard power of scientific innovation+brand. Looking forward to 2023, we can still not be blindly optimistic about the results of the whole year's sailing. First, the risk of stagflation may occur in the international economic environment, and consumer demand will be hit; Second, international geopolitics may lead some countries to adopt protectionist policies to hinder the export of silicone products.






The monitoring data shows that the price of organic silicon in February rebounded due to the expected fluctuation of demand caused by the internal game of the industry. After February, the leading enterprises in the upstream and downstream of the organic silicon manufacturers ushered in a "good start" and recently started batch order delivery. The industry said that with the expected increase of domestic infrastructure and real estate recovery, and the continued strong overseas demand, the prosperity of the silicone industry is expected to rise. For many organosilicon enterprises, only "scientific innovation+brand" is the way out, and solid progress with good products and good marketing strategies is the correct progress strategy. He also believes that the key to the current upward trend is that the industrial data shows that the production scheduling of the industrial chain has rebounded, which means that the organic silicon industrial chain has ended waiting and demand has begun to recover, and the market has raised the demand expectation for the first quarter, so the organic silicon spot price has continued to rebound.






The growth rate of organic silicon this year is going up on a month-on-month basis, so on the one hand, look at the industrial chain volatility opportunities brought by the phased increase in demand in the first half of the year, and on the other hand, look at the 0-1 growth opportunities brought by the new product iteration. The reason for the current price increase is mainly due to the export demand of photovoltaic grade silicone rubber and silicon products, although the terminal factories mainly digest the early supply,


However, the single manufacturers have raised prices to support the market, and the bidding source of goods has been increasing. The good news brought by the demand side makes the market rise difficult to stop. Due to the booming market, the construction of organosilicon industrial chain factories has been gradually improved recently. It is understood that in February, the average operating rate of production devices of domestic DMC enterprises reached 89.3%, which is at a high level. Many upstream mainstream enterprises said on the interactive platform that the enterprise's various organosilicon products kept full production and sales, and the inventory level was low. The highest quotation of DMC reached 17800 yuan/ton, and the transaction was smooth.






The bearers pointed out that the current price increase may not be sustainable. At present, enterprises in the industrial chain are optimistic about the price of various organosilicon products. However, from the current price, most organosilicon products are difficult to predict due to the influence of mainstream and upstream product prices. Therefore, if DMC 107 raw rubber increases unilaterally too fast, downstream enterprises will certainly not be able to accept it.






Silicon Industry Branch of China Nonferrous Metals Industry Association: The actual turnover of silicon materials has increased significantly this week. The number of enterprises with new orders has exceeded 10, and the market activity has increased significantly. The industry said that after the second quarter, silicon materials and silicon wafers will be in a state of oversupply as a whole. With the gradual release of silicon material capacity, the pricing power of several PV upstream leading enterprises will gradually weaken. The current silicon material price rise is only a staged back-pumping correction, and this year will still be in the decline channel.