Silicon metal rises again

Recently, a number of provinces announced the late "double control" policy, which has a great impact on the whole raw material production field. Currently, there are published relevant policies as follows:

Yunnan: industrial silicon, yellow phosphorus industry reduced production by 90%

Jiangsu: soda enterprises operating rate drop or 20%

Guangdong: suspension of energy conservation review for "two high Schools" projects

Inner Mongolia: no more approval of PVC, methanol, ethylene glycol and other new capacity projects

Sichuan: Interviewed red alert areas and put forward rectification requirements

Zhejiang: strictly control the scale of chemical production capacity, and promote the relocation of high-energy-consuming processes

Production of a variety of chemical products has been limited, and 10,000 chemical enterprises have been suspended

In addition to Yunnan, Jiangsu, qinghai, Ningxia, Guangxi, Guangdong, Sichuan, Henan, Chongqing, Inner Mongolia, Henan and other places began to control energy consumption double targets to limit electronic energy consumption measures.

At present, the price trend of organic silicon completely depends on the supply and price of silicon metal, and now the start of silicon metal is related to the double control policy, especially the policy of Xinjiang, Yunnan and Sichuan.We will continue to follow up the specific implementation plan and implementation time.