According to a research report released by CITIC Securities, the silicon-based materials industry is presently navigating through a consolidation phase at the cycle's nadir. While supply growth has notably decelerated, the industry has managed to avoid substantial losses, thus complicating the process of natural market clearance. There's a prevailing expectation for forthcoming "anti-inner-roll" (Here, "anti-inner-roll" might be a specialized term or a mistranslation; in a more general context, it could imply policies aimed at preventing internal competition from undermining industry health, but for precision, further clarification from the original source would be ideal.) policies to disrupt the current stalemate. Presently, both industrial silicon and organosilicon intermediate prices are hovering at low echelons, a scenario that augurs well for downstream enterprises engaged in deep processing. Hence, it is advisable to keep a close watch on companies that are strategically expanding into burgeoning sectors such as lithium batteries, photovoltaic new energy, and semiconductor chips.
