https://v.douyin.com/h2EYg7F/https://v.douyin.com/h2EFXjk/hope...

https://v.douyin.com/h2EYg7F/

https://v.douyin.com/h2EFXjk/

hope you can understand Mandarin.

from the analyst video, buyer are plan stock up before CNY (nearer to CNY, lower manpower and higher logistic
cost), and willing to bid higher. overall SiMn will be better than Fesi.

there will be some china EV car policy meeting (didnt remember when is it),which will boost the EV car sales in 2023, and push SiMn and silicon metal price (silicon future exchange launching also will boost silicon metal ASP)

from weibo, most of the staff had been called bck to office (factory should be too) to work immediately, post announcement of loosen covid control policy. all covid qr code had being removed from logistic related (MRT, border, etc)