Spring Mountain Everywhere Should Be Good, January To See Flowers To A Few Peaks

Spring mountain everywhere should be good, January to see flowers to a few peaks. After the festival, we officially entered the New Year, and we also ushered in the first wave of 2025 market outlook! From the perspective of the market, due to the approaching of the Spring Festival, the market stock sentiment has increased, but the performance of terminal orders is general, downstream enterprises are not smooth, and the market is still bearish after the holiday, and the winter storage state is not positive. In January, the operating rate of local monomer devices is expected to be reduced, along with the downstream replenishment, monomer plants are still stable in the state of mind, but the middle and downstream year-end stockpiles are still erratic, and whether the silicone market can stabilize and improve in 2025 depends on the small climax of stocking before the Spring Festival. From the downstream mentality, large quantities of stock still need a wave of profit incentives, but under the suppression of profits, the single factory finally reached a consensus of "anti-internal volume", and the profit operation is quite cautious. On the whole, the pre-holiday sentiment has been foreshadowed, can today's opening usher in a regular "opening", do you look forward to it?
The industry is not too concerned about whether 2025 can usher in a "good start", small rise and fall we can understand and accept, the end user's on-demand procurement is basically stable, the consumption is difficult to significantly increase before the year, the downstream storage is relatively low compared with previous years, but the winter storage will not disappear. The market mentality of upstream and downstream enterprises is relatively stable, most of which are mainly based on order delivery, but it is not ruled out that some enterprises open the last wave of profit promotion for the core large customers to layout the market after the year, and may lead to the arrival of the small peak of winter storage. In short, the key to the game in January, winter storage!