Silicone rubber demand side: after the holiday, the operating rate of construction projects around the country picked up, silicone rubber factory inventory gradually digested, and crosslinker, gas silicone goods tight price is high, silicone rubber production cost is still high. On Friday, the single plant showed signs of stopping the fall and bouncing back, and the dealer mentality that was originally bearish has reversed, and the suppressed demand for stock may be expected to be issued this week. Photovoltaic glue: the fourth quarter is the traditional peak season for installation, and the recent decline in silicon chip prices is conducive to alleviating the cost pressure of component enterprises. According to the optimistic forecast of the institution, the expectation of new photovoltaic installations in China this year has been raised to more than 170GW, an increase of about 25% compared with the expectation at the beginning of the year.
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