The current supply side contraction in the organic silicon market mainly supports prices, and multiple individual factories have voluntarily reduced production to maintain profits after the new year. The production of raw material DMC has also decreased synchronously, leading to prominent inventory pressure on middle and downstream enterprises, and increasing market bullish expectations. The current mainstream quotation for DMC is stable at 14000-14300 yuan/ton, with some manufacturers in Shandong quoting 13500 yuan/ton (excluding shipping costs). The data shows that after the holiday, individual factories have sufficient orders, low inventory, and strong bargaining power. But the previous round of price increases has not yet been fully transmitted to end-users, and the middle and lower reaches are still mainly focused on digesting existing inventory. The industry expects a new round of price adjustments to focus on stabilizing small and medium price increases. Some manufacturers may further reduce
production, and market fluctuations may become apparent next week. The supply-demand game in mid March will become clearer. A single unit giant in Zhejiang Province predicted on Wednesday that global demand for organosilicon will bottom out in the first half of this year. The general manager of the company said, "The demand for organosilicon may reach its lowest point in the first quarter or the first half of the year, and the company plans to effectively adjust its investment plan." He also said, "Now is the time for organosilicon companies to fully prepare for the market rebound in the upcoming era of global innovative applications
This year's trend of organic silicon is quietly changing. Careful observers can easily see that since the beginning of the year, while actively reducing production and raising prices has made remarkable progress, another extremely important brand marketing has also received much attention. Organic silicon, as a high-performance new material, is widely used in fields such as construction, electronic appliances, photovoltaics, and new energy vehicles, and is known as the "industrial monosodium glutamate". Over the past decade, driven by policy support and market demand, China's organic silicon industry has achieved rapid development. However, with the concentrated release of a large amount of newly added production capacity and the slowdown in downstream demand growth, the supply-demand contradiction in the industry is gradually becoming apparent. Faced with challenges such as global demand slowdown and inventory backlog in the silicone industry, more and more industries are realizing that only by deeply optimizing product structure, supporting and strengthening enterprise brand marketing, can a solid business protection barrier be built, market position be stabilized, brand value be continuously improved, and strong market competitiveness and brand resilience be demonstrated. It is worth noting that the group of enterprises implementing precise brand strategies has shown unexpected market resilience - according to the 2024 annual operating data, the average sales profit margin of this group has increased by 12-28 percentage points year-on-year, and the contribution of brand premium to gross profit has exceeded the 20% mark for the first time. Behind this silent transformation lies the era logic of China's organic silicon transformation and upgrading: as the scale dividend gradually fades away, the "dual barriers of technology and brand" are becoming a key moat to cross the industry cycle. From laboratory innovation to market awareness construction, from production capacity advantages to brand potential transformation, will become the evolutionary trajectory of organic silicon enterprises in the future.