From early August to mid-October, DMC, 107 rubber and silicone oil all increased by more than 10,000 yuan/ton, reaching historic highs.
On the afternoon of October 23, at a press conference held by the News Center of the 19th National Congress of the Communist Party of China, Li Ganjie, Minister of the Ministry of Environmental Protection, responded to a question from the Central Environmental Protection Inspectorate. The Ministry of Environmental Protection is working hard to carry out the following four aspects of work.
The first is to fully summarize the first four batches of the first round. Sort out problems, summarize experiences, further improve relevant mechanisms and supporting measures, and prepare for the second round.
The second is to study and promote the formulation of regulations related to central environmental protection inspection, that is, to incorporate the effective mechanism for promoting this work into the legal system We should establish a standardized and standardized track to enable it to develop and persist in the long term.
The third is to prepare organizations to carry out mobile and point-based special inspections for key areas, key industries, and key issues. This Planning is underway, relevant measures may be introduced by the end of this year or early next year to carry out relevant special actions.
The fourth is to actively guide and urge local governments to establish a provincial environmental protection inspection system, with the national government overseeing provinces and provinces overseeing cities and counties. The national system and mechanism for supervising provinces has been basically perfected, and provincial, municipal, and county governments are rapidly advancing the system of vertical environmental management reform at the provincial and sub-provincial levels.
The above four points clearly plan the overall direction of future environmental protection inspections:
1. The next round of environmental protection inspections is on the way, and there will be new special inspection actions at the end of this year and early next year;
2. Environmental protection inspection will develop in a mechanized, systematic and long-term direction.
Since the launch of the fourth round of environmental protection inspections in early August, many provinces and regions, including Zhejiang, Shandong and other major silicone provinces, have successively carried out major inspections. Xin’an, Hesheng, and Dongyue have stopped their operations, and some small and medium-sized silicon companies have been suspended. shutdown. In the past few years, some production capacity has been eliminated and the market supply is far greater than the demand, which is close to being reversed. Organic silicon prices have been soaring span>, from early August to mid-October, DMC, 107 rubber and silicone oil all increased by more than 10,000 yuan/ton, reaching historic highs.
Regardless of factors such as speculation, the main reason for this price increase is the reduction in supply, and the supply End reduction is related to environmental protection and production reduction.
Considering that after the 19th National Congress, silicon companies such as Xin’an and Xingfa are about to start operations, it is unlikely that organic silicon prices will rise further; however, as environmental protection policies become increasingly strict, Some small and medium-sized silicon companies that have been shut down have little hope of restarting operations, and the entry threshold for the organic silicon industry has further increased.New production capacity will not increase significantly in the short term, market supply will float at the current level, and organic silicon prices will be difficult to return to the level before the price increase, High fluctuations may become a general trend!
