DMC exceeded expectations! The rebound is expected!

The monitoring data shows that DMC has gone down for more than a year, which is more than expected! The prevention and control policies in some domestic regions were further optimized. From the perspective of the pace of the optimization of overseas prevention and control policies, the impact on the economy will be first restrained and then increased. For example, the consumption growth rate in Southeast Asia will fall back within a month or two of the policy optimization, but then it will soon usher in an explosive rebound. At present, we are looking forward to getting back together! The year 2022 is destined to be a year worthy of the hard memory of silicone people. It is not only difficult at home, but also the three overseas giants Dow, Xinyue and Wacker are also facing the pressure of high costs and sharp decline in orders. Since last week, the high price of oil and gas energy has driven the price of raw materials, transportation costs and labor costs to rise, which has brought serious cost pressure to Japanese chemical enterprises. Chemical enterprises, including Sumitomo Bakelite, Sumitomo Chemical, Asahi Huacheng, Priman, Mitsui Kemu and Celanese, have announced price increases.

Recently, the domestic silicone market rose by a narrow margin. After the market rose today, the horizontal market was mainly reorganized. The market transaction enthusiasm was average, and the offer was firm without yielding profits. The shipping atmosphere in the North China market was fair, and the East China and South China markets shipped normally. The spot market is dominated by the rise, which is pushed by traders on a trial basis, but it is difficult. Downstream replenishment is on demand, and downstream commencement is weakened.

Some people believe that since this year, there has been considerable downward pressure on the global economy. Many factors, such as the spread of global inflation, repeated interest rate hikes by the Federal Reserve, repeated epidemics and geopolitical conflicts, have had a huge impact on the technology industry, and a wave of layoffs has arisen in American technology enterprises. In the past two years, the technology industry has been an important engine of the American economy and even the global economy. Now the entire technology industry is facing structural adjustment. Some people worry that the cold winter in Silicon Valley will turn into a great recession.