Recently, the domestic DMC (
dimethyl epoxy silane) market has experienced a sudden price storm. A monomer factory in Shandong announced a price increase of 400 yuan/ton for its DMC products and resumed free shipping services. The latest price has jumped to 13900 yuan/ton. This measure not only breaks the original price pattern of high in the south and low in the north, but also forces the mainstream market quotation to quickly approach it and stabilize at around 14000 yuan. This adjustment undoubtedly caused a huge uproar in the industry, with mixed reactions from all parties, especially for mid to downstream enterprises. Faced with flat demand and high inventory, they hold a cautious and optimistic attitude towards this price increase. Even some enterprises in southern China believe that although this adjustment is a nominal increase, the free shipping policy actually reduces the actual procurement cost. The market questions the motivation and sustainability behind this round of price increases.

Behind this price adjustment, there are both internal factors such as rising costs and raw material shortages, as well as external factors such as market competition patterns and upstream downstream linkage in the industrial chain. Upstream individual factories attempt to shift cost pressure and strengthen their market position through price increase strategies, while midstream and downstream enterprises choose to remain cautious and purchase cautiously in the context of uncertain demand and high inventory digestion pressure, avoiding blindly following the trend and leading to inventory backlog. In the future, the price trend of
DMC market will depend on the further evolution of supply and demand relationship, cost support strength, and changes in macroeconomic environment. Market participants need to closely monitor industry dynamics and flexibly adjust their business strategies.