With the surge of resumption of work after the new year, the organic silicon market has also ushered in a new year. The news of a successful start to a major project has injected new vitality into the entire industry. This week, as the first week of resuming work after the New Year, the silicone market has performed steadily, but there are hidden currents surging behind it, waiting for new opportunities.
In terms of individual factories, the resumption of work after the holiday is good, and most of the devices have started operating normally. Due to sufficient pre-sale orders, there is not much pressure to reduce inventory. However, the demand side is somewhat lackluster. Most companies have just resumed work and have not yet entered the state of stocking up. But with the comprehensive start of construction by upstream and downstream enterprises next week, it is expected that the first round of market trend after the holiday may take place. This will bring new development opportunities to the silicone market.
On the cost side, the industrial silicon market presents a weak supply-demand pattern. After the holiday, both supply and demand sides resumed work, but the overall level of construction is still relatively low. Downstream demand for polycrystalline silicon is relatively low, leading to increased pressure on total inventory and warehouse receipts. However, prices have shown a trend of low-level fluctuations. The closing price of the main contract is hovering around the cost line. In the future, the downward space for spot and futures prices is limited. Under the call of "anti internal competition" in the overall environment, the market may experience some slight fluctuations. This will bring new variables to the silicone market.
In terms of the precipitated white carbon black market, the raw material sulfuric acid market has gradually recovered, but the transaction atmosphere has not improved yet. The soda ash market is also running smoothly overall. In terms of demand, most downstream rubber mixing manufacturers have not yet started production, and market trading is weak. This leads to insufficient positive news for the precipitated white carbon black market. However, with the gradual resumption of work by downstream enterprises and the recovery of the market, it is expected that the market will improve in the short term.
The market for gas-phase white carbon black also shows a stable operation trend. The first tier market for raw materials remains stable, while downstream demand is average. In terms of orders, the silicone rubber market has not fully recovered, and there is a strong wait-and-see attitude. But there are sufficient pre-sale orders from silicon gas companies, and core orders from large factories continue to be stable. This provides solid support for the market of gas-phase white carbon black. It is expected that the market will continue to operate steadily in the short term, but with the gradual recovery of the market and the increase in demand, it is expected to usher in new growth points.
Overall, although the current performance of the silicone market is stable, there is unlimited potential hidden behind it. With the comprehensive resumption of work by enterprises after the holiday and the gradual recovery of the market, the organic silicon market may usher in new development opportunities. Investors should closely monitor market dynamics and policy changes, seize market opportunities, and achieve their investment goals.