Daily AI news recently, an investor asked Dongyue silicon whether it is affected by the national environment and whether there is a phenomenon of power and production restriction due to power restriction. What is the impact on your company? Does it affect existing orders?


Dongyue silicon material reply: up to now, the company has not received the relevant documents and notices of power restriction issued by the government departments, and the production and operation are normal. Product order saturation is high. At present, the company has built and operated two sets of silicone monomer production units, with an annual production capacity of 300000 tons of silicone monomer (equivalent to about 141000 tons of polysiloxane), and now it is basically in full production.


Previously, in the teleconference minutes of Dongyue Group, relevant leaders said that power rationing began on September 12, but there is an index to limit the power consumption of the group according to what percentage. The actual situation is that most of the power consumed by the group is mainly produced by raw materials, such as the production of methane chloride. Therefore, the group will reduce the load of methane chloride a little more, which is enough to meet the power restriction requirements of the whole group. The decrease of this load will not affect the decrease of product production load, and the products are basically full production and full sales. Methane chloride can be purchased more from outside, which will increase the cost, but basically has no impact.


Dongyue Group has 280000 tons of supporting chloromethane, which is basically self-sufficient. After reducing the load, it needs some external mining. That is, you can be self-sufficient when there is no power restriction, and you need to take part of it out after power restriction.