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Silicone market through the whole year? Is there a reversal possible? The above issues become the focus of the market. The Reporters of cailianpress learned that the industry is generally optimistic about the market in the second half of the year, that the current silicone prices are relatively healthy, strong sustainability, the market is difficult to reverse.
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.
Both Gong Simin, an analyst at Bicheon, and Ye Chengfei, CEO of Global Organo.com, said that the price of a single unit of 27,000 yuan to 30,000 yuan per ton is within the range acceptable to both upstream and downstream, and that the probability of a sharp rise or fall is not large. Another industry also pointed out that after last year's Q4 surge, the downstream of the current price acceptance is relatively high.
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.