Market Overview: Today, the domestic DMC market prices are operating in a weak steady state, with an average market price of 12650 yuan/ton, which is the same as the average price of the previous working day. A production enterprise in Shandong has lowered its quotation by 200 yuan per ton. Downstream enterprises have basically completed their pre holiday procurement, with a small amount of essential replenishment, and the transaction atmosphere is relatively weak. On the raw material side, the price of silicon metal remains weakly fluctuating. Supply side: The average operating load fluctuation of individual factories is relatively small. Demand side: The pre holiday procurement work is basically completed, and a small amount of essential needs are replenished at low prices.
On January 22nd, Evonik announced the strategic merger of its silica and silane business lines into Smart Effects. Starting from January 1, 2025, Evonik has established Smart Effects, a new company formed by the strategic merger of its silica and silane business lines, with 3500 employees worldwide. Smart Effects is part of the "Advanced Technologies" business segment within the new company organization after Evonik announced a large-scale restructuring of its business. This merger utilizes the expertise of two business lines to provide innovative solutions that benefit both customers and the planet. The new business line is a strategic step taken by Evonik to strengthen its financing capabilities for complementary silane, precipitation, and gas-phase silica technology platforms, "said Lauren Kjeldsen, President of Evonik's Intelligent Materials Division. By combining our expertise in molecular silane chemistry and silica particle design, we can provide differentiated solutions that add value to our customers through a tailored product portfolio approach
Emmanuel Auer, head of the Smart Effects business line, said, "Chemistry is about building the right connections and combinations. This merger not only enhances our customer relationships, but also enables us to drive sustainable development in key markets. Smart Effects will target key markets including the automotive and tire industry, electronics, consumer health and nutrition, and building protection. In the tire industry, the combination of silica and silane has been proven successful, especially in the production of green tires that improve fuel efficiency and safety. This integrated approach will continue to drive advancements in the combined application, technological processes, and asset networks of silica and silane. In the electronics field, Smart Effects will provide high-purity silicon dioxide, metal oxides, and silane necessary for lithium-ion batteries, semiconductors, displays, and other components, supporting the industry's green transformation. Yingchuang is still exploring and innovating, such as new adsorbents for direct air capture (DAC) technology. The system uses a surface modified silica carrier with amino silane to effectively remove carbon dioxide from the atmosphere, demonstrating Winchuang's commitment to intelligent and sustainable solutions. These measures highlight Winco's dedication to innovation and sustainable development. Smart Effects will provide support to customers in over 100 countries/regions through local sales teams and regional technology centers. The unique asset network spanning six continents ensures secure supply and exceptional value delivery. Through Smart Effects, our goal is to surpass the industry, "Auer concluded. Our goal is to provide value to customers through innovative and complementary technologies based on molecules and particles, driven by sustainable effects in circular solutions and applications
Jin Yinhe (300619) released its performance forecast on the evening of January 21, expecting a net profit loss of 68 million to 88 million yuan attributable to shareholders of the listed company in 2024, a year-on-year shift from profit to loss. The main reason for the performance change is that during the reporting period, due to market influence, the growth rate of the new energy industry has relatively slowed down, and the market demand for lithium battery production equipment has decreased, resulting in a corresponding decrease in orders during the reporting period. Some lithium battery production equipment customers' project construction plans have been adjusted, resulting in delayed delivery of some projects. This has led to a significant decrease in the revenue scale of battery production equipment in 2024 compared to the same period last year, thereby affecting the overall decline in operating income. The company will continue to strengthen technological innovation, launch more new products, enhance market competitiveness, and better meet the equipment needs of domestic and international customers. At the same time, the company will continue to pay attention to the national industrial policies in the fields of new energy, low altitude economy, solid-state batteries, robots, etc., seize new opportunities in related fields, and respond to increasingly fierce market competition and constantly changing customer demands.