Everbright Securities: Steady growth in downstream demand for silicone, industry supply and demand pattern is expected to improve
According to a research report by Everbright Securities, with the rapid growth of fields such as photovoltaics and new energy vehicles, the demand for corresponding silicone materials will also increase rapidly. At the same time, considering the enhanced performance requirements for materials due to product iterations in photovoltaics and new energy vehicles, the demand for high-end silicone materials will also grow in tandem, further expanding the market space for silicone materials in these emerging fields. It is recommended to pay attention to silicone producers such as Hoshine Silicon, Xingfa Group, Xin'an Chemical, SANYOU CHEMICAL, and Dongyue; and silicone application companies such as Huitian New Materials and GUIBAO TECH
