Mr.Sm Invest123

LiimInvest | Joined since 2018-07-13

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Stock

2021-11-16 23:09 | Report Abuse

Accumulating now & wait over 0.60 cent huat huat huat huat !!!!!!!!!!!!!!!!!!!!!

Stock

2021-11-16 23:07 | Report Abuse

wait convert to Main Board

Stock

2021-11-16 18:13 | Report Abuse

good prospects

Stock

2021-11-16 17:19 | Report Abuse

accumulating WB

Stock

2021-11-15 12:53 | Report Abuse

New994 @ heard VS got more orders from Dyson

Stock

2021-11-15 12:35 | Report Abuse

some orders switching to VS. Buy VS

Stock

2021-11-14 09:49 | Report Abuse

上升股:齐力科技 阻力RM14.40

Author: Tan KW | Publish date: Sat, 13 Nov 2021, 7:45 AM



齐力科技(PMBTECH,7172,主板工业股)的日线交投走势,于11月12日闭市时收13.40令吉,按日涨1.00令吉或8.06%,短期上升阻力或会处于13.42-14.40令吉水平。

Stock

2021-11-14 09:48 | Report Abuse

上升股:齐力科技 阻力RM14.40

Author: Tan KW | Publish date: Sat, 13 Nov 2021, 7:45 AM



齐力科技(PMBTECH,7172,主板工业股)的日线交投走势,于11月12日闭市时收13.40令吉,按日涨1.00令吉或8.06%,短期上升阻力或会处于13.42-14.40令吉水平。

Stock

2021-11-14 09:48 | Report Abuse

PMBTECH Go! go! go !

Stock

2021-11-13 20:45 | Report Abuse

PMBTECH Go! go! go !

Stock

2021-11-13 16:17 | Report Abuse

if above 13.50, please ask her to get out from this group.

Stock
Stock

2021-11-13 14:28 | Report Abuse

we hold tight for long term

Stock

2021-11-13 11:53 | Report Abuse

next week TP RM14.40

Stock

2021-11-13 11:53 | Report Abuse

we don't greedy, Target price up RM1 next week

Stock

2021-11-13 11:51 | Report Abuse

MONDAY HUAT AAAAAAAAAAAAAAAAAAAAA !! fly fly fly

Stock

2021-11-13 08:43 | Report Abuse

上升股:齐力科技 阻力RM14.40

Author: Tan KW | Publish date: Sat, 13 Nov 2021, 7:45 AM



齐力科技(PMBTECH,7172,主板工业股)的日线交投走势,于11月12日闭市时收13.40令吉,按日涨1.00令吉或8.06%,短期上升阻力或会处于13.42-14.40令吉水平。

12/11/21行情

闭市:13.40令吉

起落:+1令吉

成交量:2,349宗

最高:13.40令吉

最低:12.28令吉

本益比:121.157倍

毛周息率:0.075%

52周最高:16.30令吉

52周最低:3.25令吉





https://www.enanyang.my/行家论股/上升股齐力科技-阻力rm1440

Stock

2021-11-13 08:42 | Report Abuse

上升股:齐力科技 阻力RM14.40

Author: Tan KW | Publish date: Sat, 13 Nov 2021, 7:45 AM



齐力科技(PMBTECH,7172,主板工业股)的日线交投走势,于11月12日闭市时收13.40令吉,按日涨1.00令吉或8.06%,短期上升阻力或会处于13.42-14.40令吉水平。

12/11/21行情

闭市:13.40令吉

起落:+1令吉

成交量:2,349宗

最高:13.40令吉

最低:12.28令吉

本益比:121.157倍

毛周息率:0.075%

52周最高:16.30令吉

52周最低:3.25令吉





https://www.enanyang.my/行家论股/上升股齐力科技-阻力rm1440

Stock

2021-11-12 23:41 | Report Abuse

Q4. LKFM announced recently that it has entered into three share sale agreements to
acquire the entire equity interest in three companies (ASV Jaya Resources Sdn
Bhd, SAM Jaya Plantation Sdn Bhd and Hijau Ria Solution Sdn Bhd), whose
principal activities are logging and trading in timber logs, for a cash consideration
of RM3.7 million (“Proposed Acquisition”).

It was mentioned in the announcement that the Proposed Acquisition would give
LKFM the rights of use for over 1,744.5 acres land from the Kelantan State for the
purpose of plantation. What are the Company’s plan for this land?

The proposed land acquisition is part of the company’s plan to venture into forest
plantation industry to meet the increasing demand for wood-based upstream products in
local and international market. Further development will be announced to bursa securities,
if required.

Stock

2021-11-12 23:41 | Report Abuse

Q4. LKFM announced recently that it has entered into three share sale agreements to
acquire the entire equity interest in three companies (ASV Jaya Resources Sdn
Bhd, SAM Jaya Plantation Sdn Bhd and Hijau Ria Solution Sdn Bhd), whose
principal activities are logging and trading in timber logs, for a cash consideration
of RM3.7 million (“Proposed Acquisition”).

It was mentioned in the announcement that the Proposed Acquisition would give
LKFM the rights of use for over 1,744.5 acres land from the Kelantan State for the
purpose of plantation. What are the Company’s plan for this land?

The proposed land acquisition is part of the company’s plan to venture into forest
plantation industry to meet the increasing demand for wood-based upstream products in
local and international market. Further development will be announced to bursa securities,
if required.

Stock

2021-11-12 23:40 | Report Abuse

MONDAY HUAT AAAAAAAAAAAAAAAAAAAAA !!

Stock

2021-11-12 23:39 | Report Abuse

Aaron_tan @ mana pi ?????

Stock

2021-11-12 23:38 | Report Abuse

psd57@ please don't worry us.haha

the good QR result is coming soon.

Stock

2021-11-12 22:55 | Report Abuse

TP Penta soon > RM10

Stock

2021-11-11 23:15 | Report Abuse

WAIT Next QR | Est. Ann. Date: 26-Nov-2021

Stock

2021-11-11 09:32 | Report Abuse

Patience only PMBTECH

Stock

2021-11-10 13:10 | Report Abuse

Insas set continue uptrend momentum, says RHB Retail Research
Surin Murugiah

theedgemarkets.com

November 10, 2021 07:18 am +08

KUALA LUMPUR (Nov 10): RHB Retail Research said Insas Bhd is set continue its uptrend momentum after breaking past the immediate resistance of RM1.09 on high trading volume yesterday – printing a “higher high” bullish structure.

In a trading stocks note today, the research house said if the stock manages to stay above that level, the bulls may drive the stock towards the immediate resistance of RM1.20, followed by RM1.30.

“Conversely, falling below the RM1.04 support level – forming a “lower low” pattern – will cancel this expectation,” it said.

行家论股
英莎反弹试叩RM1.23/敏源
2021年11月10日

Stock

2021-11-10 08:45 | Report Abuse

Insas set continue uptrend momentum, says RHB Retail Research
Surin Murugiah

theedgemarkets.com

November 10, 2021 07:18 am +08

UALA LUMPUR (Nov 10): RHB Retail Research said Insas Bhd is set continue its uptrend momentum after breaking past the immediate resistance of RM1.09 on high trading volume yesterday – printing a “higher high” bullish structure.

In a trading stocks note today, the research house said if the stock manages to stay above that level, the bulls may drive the stock towards the immediate resistance of RM1.20, followed by RM1.30.

“Conversely, falling below the RM1.04 support level – forming a “lower low” pattern – will cancel this expectation,” it said.

行家论股
英莎反弹试叩RM1.23/敏源
2021年11月10日

Stock
Stock

2021-11-09 00:13 | Report Abuse

Greatech Technology Bhd, Pentamaster Corp Bhd and UWC Bhd have announced they are collectively taking up 14.0-ha of land valued at RM520.0m in the Batu Kawan Industrial Park in a press conference with the Penang State government. The projects are expected to commence in 1Q22 and will create up to 1,300 jobs for the locals when completed and fully functional. (The Edge)

Stock

2021-11-06 15:15 | Report Abuse

PMBTECH=PMETAL

Stock

2021-11-06 15:14 | Report Abuse

Fundamental,

Most of PMETAL Directors also sits on the board of PMBTECH, which included their CEO, Executive Director, Executive Vice Chairman, and more.

Stock

2021-11-06 13:55 | Report Abuse

Agree. True. Buy and hold for long term.

FYI, I never read that cibal lang Aaron Tan messaged. IGNORED

Stock

2021-11-06 07:44 | Report Abuse

热门股:齐力科技 上挑RM13.18 - https://www.enanyang.my/行家论股/热门股齐力科技-上挑rm1318 (Share from StockHunter)

Stock

2021-11-06 07:43 | Report Abuse

热门股:齐力科技 上挑RM13.18 - https://www.enanyang.my/行家论股/热门股齐力科技-上挑rm1318 (Share from StockHunter)

Stock

2021-11-04 20:28 | Report Abuse

Finally U bought they sold

Stock

2021-11-04 20:28 | Report Abuse

3 They gave u TP RM40 RM50. Haha pity those follow These lives

Stock

2021-11-04 20:28 | Report Abuse

They gave u TP RM40 RM50. Haha pity those follow These lives

Stock

2021-11-04 20:26 | Report Abuse

Why recently some popular Facebook live got few doctor one stopped open live already ?.
Hahahahaha pls proceed to trust them. Hahaha finally u all died

Stock

2021-11-04 20:25 | Report Abuse

Why recently some popular Facebook live got few doctor one stopped open live already ?.
Hahahahaha pls proceed to trust them. Hahaha finally u all died

Stock

2021-11-04 20:20 | Report Abuse

Why recently some popular Facebook live got few doctor one stopped open live already ?.
Hahahahaha pls proceed to trust them. Hahaha finally u all died

Stock

2021-11-04 18:58 | Report Abuse

hold and hug tight

Stock

2021-11-04 18:57 | Report Abuse

The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.

The silicon metal prices will remain in an upward trend under the dual carbon policy, and the pricing logic of resource-based commodities will be changed. The silicon metal prices may rebound in November amid the shrinking supply, the recovering demand of aluminium alloy, and the overseas restocking before the Christmas holiday. However, the prices may decline in December as the silicon plants will reduce their stocks. The silicon prices will stay high until the rainy season in June 2022, and the upward trend of the prices may extend until 2023. The delayed commissioning of the silicone and polysilicon capacities, the shrinking consumption of the silicone after the pandemic, and the new capacities to be put into production may bring risks to the market.

The shortage of production capacity will suppress the silicon output, and the low grade of raw materials may drag down the output of high-grade silicon. The silicon supply is expected to remain tight in the short term. Most of the silicon metal consumption was in the silicone and polysilicon sectors, while the consumption in the aluminium alloy and export sectors declined. The tight supply has weakened the profits of the silicon metal users, and the upstream companies in the silicon industry started to profit.

Stock

2021-11-04 18:57 | Report Abuse

Oct 28,2021 14:04CST
Source:SMM

From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

SHANGHAI, Oct 28 (SMM) – From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

The insufficient power supply will inevitably lead to a decline in the output in Q4. The impact of the dual control of energy consumption is more significant on the supply of silicon. The major silicon metal producing regions including Yunnan, Xinjiang, Sichuan will have to cut the production, where the silicon plants cannot maintain the normal production from September to November. The power shortage also restricts the production. The downstream production in the major silicon consumption areas in east and south China has been mostly resumed after the short-term production restrictions.

The silicon metal production in Yunnan and Sichuan will decline in Q4 due to the upcoming dry season. The large plants in Xinjiang will also lower the operating rates due to the power shortage and the control of energy consumption. China’s output of silicon (Si content ≤ 97%) and secondary silicon totalled 240,000 mt from January to September 2021, which will supplement the shortage in the silicon metal supply. The lower overseas prices encouraged the imports. The total silicon import volume reached 4,000 mt from January to September 2021, up 782% on the year.

The seasonal increment in the silicon metal inventory in end 2021 will be far lower than the 10-year average

The higher domestic demand and declining exports will lead to the lower port inventory of silicon metal. The increment in the silicon metal inventory is lower than the 10-year average level in 2021, and a new inventory cycle has started. The total social inventory in end-2021 is expected to stand at around 70,000 mt, down 13%.

Prices of silicone and polysilicon rise along with silicon prices

Siloxane: The strong demand has boosted the silicone prices to hit a record high, and the mainstream prices are correlated to the silicon raw raw material prices. The domestic supply continues to make up for the overseas supply gap. The DMC prices are expected to stand at 50,000-55,000 yuan/mt.

Polysilicon: The skyrocketing silicon metal prices have pushed up the polysilicon prices. However, the silicon prices may pull back due to the low downstream operating rates in November and December.

The surging silicon prices change the aluminium alloy pricing models

Secondary aluminium alloy: The power curtailment, supply shortage of aluminium scrap, high silicon prices, chip shortage for cars, and other factors affect the operating rates of secondary aluminium alloy plants.

Primary aluminium alloy: The prices of silicon, the major auxiliary material, have surged, and the primary aluminium alloy producers have suffered the losses. The aluminium alloy prices are settled based on the silicon prices.

The production and sales of automobile continue to grow. The production and sales from January to September 2021 increased by 7.5% and 8.7% respectively.

Profits of silicon metal export turn positive, the control on the foreign exchange affects the overseas quotations

The silicon metal exporter suffered significant losses from May to July, and the losses narrowed in August, then turned into profits in October.

China's silicon exports in September 2021 were 72,000 mt, up 6% month on month and 32% year on year. The exports totalled 605,000 mt from January to September, up 40% year on year.

The demand growth rate of silicon metal stand at 21% in 2021. The production of the new capacities of the silicone and polysilicon is worth attention.

There are 800,000 mt of new capacities of silicon monomer have been put into production in 2021, and the exports in 2021 are expected to be near 800,000 mt, up 29% year on year. The capacities of 140,000 mt will be put into production in Q4 2021. The total silicon material output is expected to reach 480,000 mt, up 22% on the year. The total output of cast aluminium alloy in 2021 may grow by 9% on the year. The annual growth rate of the total domestic and overseas demand of silicon metal is expected to be 21% in 2021.

Price forecast

There is basically no new capacity of silicon metal in 2021. The new capacities will be put into production intensively in the rainy season in 2022.

The new capacities of silicone monomer and polysilicon will be put into production mainly in Q4 2021- H1 2022.

The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity.

Stock

2021-11-04 18:55 | Report Abuse

The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.

The silicon metal prices will remain in an upward trend under the dual carbon policy, and the pricing logic of resource-based commodities will be changed. The silicon metal prices may rebound in November amid the shrinking supply, the recovering demand of aluminium alloy, and the overseas restocking before the Christmas holiday. However, the prices may decline in December as the silicon plants will reduce their stocks. The silicon prices will stay high until the rainy season in June 2022, and the upward trend of the prices may extend until 2023. The delayed commissioning of the silicone and polysilicon capacities, the shrinking consumption of the silicone after the pandemic, and the new capacities to be put into production may bring risks to the market.

The shortage of production capacity will suppress the silicon output, and the low grade of raw materials may drag down the output of high-grade silicon. The silicon supply is expected to remain tight in the short term. Most of the silicon metal consumption was in the silicone and polysilicon sectors, while the consumption in the aluminium alloy and export sectors declined. The tight supply has weakened the profits of the silicon metal users, and the upstream companies in the silicon industry started to profit.

Stock

2021-11-04 18:55 | Report Abuse

Oct 28,2021 14:04CST
Source:SMM

From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

SHANGHAI, Oct 28 (SMM) – From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

The insufficient power supply will inevitably lead to a decline in the output in Q4. The impact of the dual control of energy consumption is more significant on the supply of silicon. The major silicon metal producing regions including Yunnan, Xinjiang, Sichuan will have to cut the production, where the silicon plants cannot maintain the normal production from September to November. The power shortage also restricts the production. The downstream production in the major silicon consumption areas in east and south China has been mostly resumed after the short-term production restrictions.

The silicon metal production in Yunnan and Sichuan will decline in Q4 due to the upcoming dry season. The large plants in Xinjiang will also lower the operating rates due to the power shortage and the control of energy consumption. China’s output of silicon (Si content ≤ 97%) and secondary silicon totalled 240,000 mt from January to September 2021, which will supplement the shortage in the silicon metal supply. The lower overseas prices encouraged the imports. The total silicon import volume reached 4,000 mt from January to September 2021, up 782% on the year.

The seasonal increment in the silicon metal inventory in end 2021 will be far lower than the 10-year average

The higher domestic demand and declining exports will lead to the lower port inventory of silicon metal. The increment in the silicon metal inventory is lower than the 10-year average level in 2021, and a new inventory cycle has started. The total social inventory in end-2021 is expected to stand at around 70,000 mt, down 13%.

Prices of silicone and polysilicon rise along with silicon prices

Siloxane: The strong demand has boosted the silicone prices to hit a record high, and the mainstream prices are correlated to the silicon raw raw material prices. The domestic supply continues to make up for the overseas supply gap. The DMC prices are expected to stand at 50,000-55,000 yuan/mt.

Polysilicon: The skyrocketing silicon metal prices have pushed up the polysilicon prices. However, the silicon prices may pull back due to the low downstream operating rates in November and December.

The surging silicon prices change the aluminium alloy pricing models

Secondary aluminium alloy: The power curtailment, supply shortage of aluminium scrap, high silicon prices, chip shortage for cars, and other factors affect the operating rates of secondary aluminium alloy plants.

Primary aluminium alloy: The prices of silicon, the major auxiliary material, have surged, and the primary aluminium alloy producers have suffered the losses. The aluminium alloy prices are settled based on the silicon prices.

The production and sales of automobile continue to grow. The production and sales from January to September 2021 increased by 7.5% and 8.7% respectively.

Profits of silicon metal export turn positive, the control on the foreign exchange affects the overseas quotations

The silicon metal exporter suffered significant losses from May to July, and the losses narrowed in August, then turned into profits in October.

China's silicon exports in September 2021 were 72,000 mt, up 6% month on month and 32% year on year. The exports totalled 605,000 mt from January to September, up 40% year on year.

The demand growth rate of silicon metal stand at 21% in 2021. The production of the new capacities of the silicone and polysilicon is worth attention.

There are 800,000 mt of new capacities of silicon monomer have been put into production in 2021, and the exports in 2021 are expected to be near 800,000 mt, up 29% year on year. The capacities of 140,000 mt will be put into production in Q4 2021. The total silicon material output is expected to reach 480,000 mt, up 22% on the year. The total output of cast aluminium alloy in 2021 may grow by 9% on the year. The annual growth rate of the total domestic and overseas demand of silicon metal is expected to be 21% in 2021.

Price forecast

There is basically no new capacity of silicon metal in 2021. The new capacities will be put into production intensively in the rainy season in 2022.

The new capacities of silicone monomer and polysilicon will be put into production mainly in Q4 2021- H1 2022.

The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity.

Stock

2021-11-04 18:54 | Report Abuse

The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.

The silicon metal prices will remain in an upward trend under the dual carbon policy, and the pricing logic of resource-based commodities will be changed. The silicon metal prices may rebound in November amid the shrinking supply, the recovering demand of aluminium alloy, and the overseas restocking before the Christmas holiday. However, the prices may decline in December as the silicon plants will reduce their stocks. The silicon prices will stay high until the rainy season in June 2022, and the upward trend of the prices may extend until 2023. The delayed commissioning of the silicone and polysilicon capacities, the shrinking consumption of the silicone after the pandemic, and the new capacities to be put into production may bring risks to the market.

The shortage of production capacity will suppress the silicon output, and the low grade of raw materials may drag down the output of high-grade silicon. The silicon supply is expected to remain tight in the short term. Most of the silicon metal consumption was in the silicone and polysilicon sectors, while the consumption in the aluminium alloy and export sectors declined. The tight supply has weakened the profits of the silicon metal users, and the upstream companies in the silicon industry started to profit.

Stock

2021-11-04 18:53 | Report Abuse

Oct 28,2021 14:04CST
Source:SMM

From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

SHANGHAI, Oct 28 (SMM) – From January to September of 2021, the output of silicon metal increased by 39% year-on-year, and the annual output is expected to reach a record high of 2.78 million mt.

The insufficient power supply will inevitably lead to a decline in the output in Q4. The impact of the dual control of energy consumption is more significant on the supply of silicon. The major silicon metal producing regions including Yunnan, Xinjiang, Sichuan will have to cut the production, where the silicon plants cannot maintain the normal production from September to November. The power shortage also restricts the production. The downstream production in the major silicon consumption areas in east and south China has been mostly resumed after the short-term production restrictions.

The silicon metal production in Yunnan and Sichuan will decline in Q4 due to the upcoming dry season. The large plants in Xinjiang will also lower the operating rates due to the power shortage and the control of energy consumption. China’s output of silicon (Si content ≤ 97%) and secondary silicon totalled 240,000 mt from January to September 2021, which will supplement the shortage in the silicon metal supply. The lower overseas prices encouraged the imports. The total silicon import volume reached 4,000 mt from January to September 2021, up 782% on the year.

The seasonal increment in the silicon metal inventory in end 2021 will be far lower than the 10-year average

The higher domestic demand and declining exports will lead to the lower port inventory of silicon metal. The increment in the silicon metal inventory is lower than the 10-year average level in 2021, and a new inventory cycle has started. The total social inventory in end-2021 is expected to stand at around 70,000 mt, down 13%.

Prices of silicone and polysilicon rise along with silicon prices

Siloxane: The strong demand has boosted the silicone prices to hit a record high, and the mainstream prices are correlated to the silicon raw raw material prices. The domestic supply continues to make up for the overseas supply gap. The DMC prices are expected to stand at 50,000-55,000 yuan/mt.

Polysilicon: The skyrocketing silicon metal prices have pushed up the polysilicon prices. However, the silicon prices may pull back due to the low downstream operating rates in November and December.

The surging silicon prices change the aluminium alloy pricing models

Secondary aluminium alloy: The power curtailment, supply shortage of aluminium scrap, high silicon prices, chip shortage for cars, and other factors affect the operating rates of secondary aluminium alloy plants.

Primary aluminium alloy: The prices of silicon, the major auxiliary material, have surged, and the primary aluminium alloy producers have suffered the losses. The aluminium alloy prices are settled based on the silicon prices.

The production and sales of automobile continue to grow. The production and sales from January to September 2021 increased by 7.5% and 8.7% respectively.

Profits of silicon metal export turn positive, the control on the foreign exchange affects the overseas quotations

The silicon metal exporter suffered significant losses from May to July, and the losses narrowed in August, then turned into profits in October.

China's silicon exports in September 2021 were 72,000 mt, up 6% month on month and 32% year on year. The exports totalled 605,000 mt from January to September, up 40% year on year.

The demand growth rate of silicon metal stand at 21% in 2021. The production of the new capacities of the silicone and polysilicon is worth attention.

There are 800,000 mt of new capacities of silicon monomer have been put into production in 2021, and the exports in 2021 are expected to be near 800,000 mt, up 29% year on year. The capacities of 140,000 mt will be put into production in Q4 2021. The total silicon material output is expected to reach 480,000 mt, up 22% on the year. The total output of cast aluminium alloy in 2021 may grow by 9% on the year. The annual growth rate of the total domestic and overseas demand of silicon metal is expected to be 21% in 2021.

Price forecast

There is basically no new capacity of silicon metal in 2021. The new capacities will be put into production intensively in the rainy season in 2022.

The new capacities of silicone monomer and polysilicon will be put into production mainly in Q4 2021- H1 2022.

The shortage of the silicon metal supply in H1 2022 will depend on the power supply in the dry season in south-west China and the downstream production capacity.

Stock

2021-11-04 18:51 | Report Abuse

The downstream production expands rapidly amid the stagnated low supply, and the the shortage will intensify in 2022.

The silicon metal prices will remain in an upward trend under the dual carbon policy, and the pricing logic of resource-based commodities will be changed. The silicon metal prices may rebound in November amid the shrinking supply, the recovering demand of aluminium alloy, and the overseas restocking before the Christmas holiday. However, the prices may decline in December as the silicon plants will reduce their stocks. The silicon prices will stay high until the rainy season in June 2022, and the upward trend of the prices may extend until 2023. The delayed commissioning of the silicone and polysilicon capacities, the shrinking consumption of the silicone after the pandemic, and the new capacities to be put into production may bring risks to the market.

The shortage of production capacity will suppress the silicon output, and the low grade of raw materials may drag down the output of high-grade silicon. The silicon supply is expected to remain tight in the short term. Most of the silicon metal consumption was in the silicone and polysilicon sectors, while the consumption in the aluminium alloy and export sectors declined. The tight supply has weakened the profits of the silicon metal users, and the upstream companies in the silicon industry started to profit.