How difficult is the 2023 market? Look at the two traditional peak seasons of "gold, three, silver and four" and "gold, nine, silver and ten"..

October is coming to an end, heralding the end of this year's traditional peak season. Guanghua Jun found that this year's traditional peak season, in additionMore up and less down in SeptemberOutside,March, April and October all fell mainly, with April and October falling categories accounting for more than 70%,Silicone, bisphenol A, battery three giants are in the downward list.. Intuitive data show that this year's chemical market is extremely difficult, "peak season hopeless" seems to have entered the winter.

Since October, many factories have announced that they want to boost the market by cutting production due to maintenance, but the market response is general, and the following is still the main trend. It is expected that with the end of the "last" traditional peak season this year, the overall trend of commodities is basically a foregone conclusion, and it is difficult for the market to have a substantial upward space. Under the circumstances of continuous wars in the Middle East and Europe, production and operation in some regions have entered a semi-stagnant stage. Domestic chemical industry may have the opportunity to undertake some overseas orders. However, the global economic downturn is obvious and the impact of US dollar interest rate hike continues. It is expected that the overall demand will remain relatively sluggish. Follow-up needs to pay attention to the follow-up of Russia, Ukraine and Israel and Palestine, and pay close attention to the energy market.

Starting in the second half of 2022, the big factory giants have already smelled the potential crisis, in order to save costs, to achieve "cost reduction and efficiency", "open source savings" has been layoffs, from the year to the end of the year.

Some enterprises are overwhelmed and can only go bankrupt and liquidate, or even owe wages and debts.

In the case of the silicone sector, for example, in the third quarter of 2023,Global silicone market shrinks by nearly 10%The lowest level in a decade. A single plant was exposedThis year or loss of 1 billion yuan, so that a large silicone rubber factory was employeesDisclosures about wage arrearsAt present, the person in charge of the company said that it is actively resolving related disputes and will not send employees a penny. At present, everything is normal.

The lithium battery industry, which was once the same as the rising devil, also suffered extremely serious losses,Practitioners said that in the first half of the year, most of the net profits of lithium companies were "halved". Among them, lithium giantsGerman NanoIn the semi-annual results forecast, it is expected that the net return to the mother from January to June this year.Profit loss of 1.04 billion yuan to 1.17 billion yuan. Also showing a decline in performance,Longpan Technology, Fengyuan Shares,Jiangte MotorThe net profit of the first half of the year is expected to be respectively.Losses range from 0.628 billion yuan to 0.76 billion yuan, 93 million yuan to 0.123 billion yuan, and 40 million yuan to 60 million yuan.

As actual demand decreases, a large number of chemical and downstream companies declare bankruptcy and reorganization in 2023, and the industry seems to have entered a cold winter. According to the data of Bankruptcy Information Reorganization Network, from January 1 to October 25, 2023,There were 3370 cases of bankruptcy reorganization of chemical enterprises.Words such as bankruptcy, reorganization, and liquidation enveloped the chemical industry, and industries such as real estate, automobiles, furniture, and electrical appliances were not spared.

At present, the state has issued a number of economic policies and measures to encourage consumption and subsidize consumption, and the market is expected to improve. Please maintain confidence, purchase on demand, pay attention to policy developments, and survive the cold winter.