After DMC hit a "new low", pay attention to rebound

  This week, the price of organic silicon approached the cost line, which triggered the explosion of demand in the middle and lower reaches, directly driving the boom of "DMC  107  raw rubber  silicone oil". The resonance of the entire organic silicon industry chain was obvious, and April started well! The performance growth in the first quarter was clear, especially the performance of upstream enterprises in the first quarter showed explosive growth.

  According to the industry, the investment opportunities of new silicone materials in the future mainly come from the continuous mismatch between the continuous diversified demand brought about by the global economic stability and the limited supply brought about by the upgrading of industrial structure. At present, the value of raw materials is obviously falling. Therefore, from this week, it is suggested that the middle and lower reaches should still be suitable for strategic inventory replenishment on bargain hunting, especially the possibility of market rebound after the Tomb Sweeping Day.