Organosilicon concept stocks have risen strongly, and institutions: the downstream market of silicone will usher in a multi-field explosion in the next three years

In early trading on June 17, silicone concept stocks were among the top gainers. As of press time, many stocks such as Xinya Process, Jitai Co., Ltd., Zhongqi New Materials, and Heyuan Gas have daily limits, and many stocks such as Huitian New Materials and Runhe Materials have followed suit.

On the news side, on June 16, the National Energy Administration released the national power industry statistics from January to May. As of the end of May, the national installed capacity of power generation was about 2.42 billion kilowatts, a year-on-year increase of 7.9%. Among them, the installed capacity of solar power generation was about 330 million kilowatts, a year-on-year increase of 24.4%.

According to the data of the business society, as of June 16, the reference price of silicone DMC in mainstream areas was 21,120 yuan/ton. Compared with the reference price of 22,080 yuan/ton on June 10, the price was reduced by 960 yuan/ton, or 4.35%. .

Sinolink Securities pointed out that emerging markets such as new energy vehicles and photovoltaics have unlimited potential, which will drive the rapid growth of organic silicon demand in the corresponding fields. Electronic appliances and new power energy are the second and third demands of the silicone terminal consumer market, respectively. The corresponding new economic fields include 5G base stations, chip semiconductors, UHV, new energy vehicles, and photovoltaics, and many other segments with great growth potential. market. Among them, new energy vehicles and photovoltaics have the highest growth certainty.

Guotai Junan predicts that in the next three years, the downstream market of silicone will usher in a big explosion in many fields. In 2022, the scale of China's silicone market will be about 66.7 billion yuan. It is expected that by 2025, the related market will reach 94.5 billion yuan. Consumption upgrades will be the source of new growth in the silicone industry in the future.