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As for the potential negative factors, they mainly focus on the new capacity, but the release is mainly considered in the fourth quarter of 2021, which is expected to have a significant impact on the market next year.
Guosen securities believes that, unlike organosilicon prices in the fourth quarter, the organosilicon price is based on the traditional peak season demand, the global economic recovery gradually clear, and be supported by tight domestic supply of the background, so the organic silicon price quotation last time or will exceed expectations, product prices to maintain high profit or will last a long time.