New opportunities! It is reported that this year China will hold the first "China+Five Central Asian Countries" Summit and the third "the Belt and Road" International Cooperation Summit. In 2022, the proportion of import and export trade between China and the countries along the "the Belt and Road" will increase significantly, and the countries along the "Belt and Road" will become the main battlefield of China's foreign contracting projects. The market has expected that more intergovernmental project cooperation is expected to be implemented this year, especially in the Middle East, Southeast Asia and other key regions. For the silicone industry, it is beneficial for the construction adhesive enterprises to expand the overseas market and increase the order volume. In addition, the two sessions have closed, the main tone of the country has been set, and economic development has been vigorously restored, and the overall macro expectations remain unchanged. Despite the current difficulties, we still need to keep certain expectations for the future!


Back to today's market, how to stabilize the order reception is still a big problem. The upstream and downstream are in a situation of slight profit or loss. It has become an ideal state for everyone to enter and exit at the same time. How to survive the peer with less loss is the same goal. At present, the buyer and the seller are still deadlocked, and individual monomer plants in Shandong have been stable for 15 consecutive days! The price of other mainstream monomer plants is also mainly stable on the surface, and the DMC quotation remains at 16800~17000 yuan/ton, which is difficult to promote the transaction.


From the perspective of cost: at present, with the continuous promotion of production capacity in Xinjiang and other regions, industrial silicon has maintained a relatively loose pattern. In addition to the general demand of individual factories, the price depression is obvious. Yesterday, the price of 421 # metal silicon fell to 18000~18900 yuan/ton, a decrease of 50~100 yuan/ton. Shandong chloroform enterprises have continuously adjusted their quotations according to the order receiving situation, and yesterday they slightly increased to 2700 yuan/ton. The overall cost is stable and down, which forms a weak support for individual factories.

In terms of operating rate: although it fell to 71.1% this week, the operating rate is still high in the relatively weak demand side. In the future, in order to alleviate the inventory pressure, the situation of negative production reduction of individual plants will continue to rise.