The price of organic silicon has risen by more than 100% this year. The price of some DMC's 42000 yuan / ton bubble is very huge. The industry pointed out that factors like silicon metal speculation, capital raising price, low start-up efficiency and other factors make the imbalance between supply and demand of organosilicon basic materials increasing.


          Affected by the pressure of a sharp decline in downstream orders, it was reported that many other upstream companies planned to suspend any product price increase on Wednesday night. The author will follow up. The author believes that the current high frozen quotation of individual enterprises seems to be damaged in the short term, but in fact it benefits from long-term interests, which can not only effectively avoid the risk of significant decline in the high level in the later stage, but also provide chips for the medium and long-term order negotiation of large strategic players in 2022.


         Optimists said: since this year, the top 10 single enterprises have increased their prices. For the reasons for the rise of silicone, a silicon head said in the recent investor relations activity record that the rising cost is the leading factor driving the rise of silicone price, and the prices of main raw materials such as metal silicon have increased greatly. Secondly, the domestic market demand continues to improve, the foreign market is still affected by the epidemic, the production capacity devices have not returned to normal, and the export volume of the company's products has increased.


        Securities institutions believe that considering that the consumption growth of silicone is closely related to GDP, with the gradual recovery of the global economy, the demand for silicone will continue to increase, and the industry business cycle is expected to continue. The agency believes that at present, the overseas effective capacity of silicone shrinks slightly, the supply increment in China is limited, and the demand side is optimistic about the strength and sustainability of the silicone business cycle under the background of the gradual recovery of major global economies.


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