Huatai Securities: The profit of silicone may gradually show signs of improvement.
According to a research report by Huatai Securities, against the backdrop of a global economic recovery, the penetration rate of polyurethane and modified plastics traditional applications is expected to increase with the low prices of organosilicon. The downstream demand for organosilicon will maintain steady growth. With overseas enterprises such as Wacker, Dow, and Momentive gradually exiting high-energy-consumption production capacity, the industrys price competition situation will ease, and the profitability of organosilicon may show a gradual improvement trend.
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