The industry believes that the market will mainly fluctuate at a high level. The policy of dual control of energy consumption is good for individual companies. The power curtailment from October will continue, but the intensity will be reduced, and it is very likely to be transmitted to mid- and downstream companies. From this point of view, as the intensity of electricity curtailment after the festival weakens, the start-up of monomer enterprises will resume one after another, while the downstream industries are affected by the surge in raw material costs and curtailment, and there is a high probability that the start-up will decline, and because the current silicone price is at a high level , The downstream also has a lot of resistance. If the relationship between supply and demand changes according to the above, the probability of an inflection point in the silicone market in mid-October will be relatively high, but the ultimate trend of the market will depend on whether the power-cut areas will continue to cut power and the situation of single companies signing large orders. !