CITIC Securities: the supply and demand pattern is tight, and the high outlook of silicone industry is expected to continue
Financial Associated Press, September 11 - CITIC Securities Research Report said that last week, the DMC price exceeded 37500 yuan / ton, and the price continued to run at a high level. Compared with the price increase cycle of Q4 in 2020, this round of price increase has the characteristics of long cycle and strong demand support. It is expected that the prosperity will be more sustainable. In terms of the whole year, under the disturbance of many factors such as the price rise of raw materials, the epidemic situation, maintenance and the uncertainty of new production capacity, with the advent of the peak demand season, the high outlook of the silicone industry is expected to continue. It is suggested to continue to pay attention to plate opportunities, focusing on the "invisible champions" of the whole industrial chain leaders and downstream segments.
This text is a result of machine translation.
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