After experiencing a period of bottom oscillation in the cycle, the silicone industry seems to be accumulating momentum for an upward trend. From the price increase of DMC (dimethyl carbonate), a product in the upstream of the organic silicon industry chain, to the production reduction operations of various monomer manufacturers, and to the recent intensive increase in ex factory prices by some production enterprises, the recovery of the organic silicon industry has begun to show signs of hope.

The industry generally believes that the current organic silicon industry is undergoing positive changes. The increase in ex factory prices by enterprises reflects a reversal in market supply and demand. In the future, with the advancement of market integration and the acceleration of industry technological innovation, the silicone industry is expected to gradually overcome its difficulties.
According to Shandong Zhuochuang Information Co., Ltd., recently, leading companies in the organic silicon industry such as Zhejiang Xin'an Chemical Group Co., Ltd. and Luxi Chemical Group Co., Ltd. have announced an increase in their DMC ex factory prices, ranging from 200 yuan/ton to 500 yuan/ton. According to monitoring data from Zhuochuang Information, as of the end of February, the domestic DMC market price has risen by nearly 10% compared to early February.
Analysts point out that the rise of the organic silicon industry from the bottom of the cycle is mainly due to the improvement of supply and demand. On the one hand, the growth rate of new production capacity of organic silicon monomers in China has significantly slowed down, coupled with the rotation of production cuts by monomer factories, resulting in a decrease in supply; On the other hand, with the arrival of the traditional peak demand season, domestic and foreign trade demand are expected to be released, coupled with the consumption of inventory in various links of the industrial chain, forming a positive feedback on the demand side.