Recently, there has been a sudden change in the domestic DMC (dimethyl epoxy silane) market. A monomer factory in Shandong announced a price increase of 400 yuan/ton and restored the policy of free shipping. The latest price has jumped to 13900 yuan/ton. This dynamic quickly became the focus of the market, breaking the original regional price differences and making the DMC market price system tend towards uniformity, with mainstream quotations maintained at around 14000 yuan. Behind this price adjustment are fundamental factors such as rising raw material costs and uneven
distribution of production capacity, as well as market expectations for future demand recovery. However, the response of midstream and downstream enterprises appears relatively calm. Based on the current situation of weak demand and inventory backlog, they hold a cautious and optimistic attitude towards price adjustments. Especially in the southern region of China, although prices have increased in name, the free shipping policy has actually reduced the purchasing burden, resulting in a phenomenon of "rising and falling". This undoubtedly raises subtle questions in the market about the determination of upstream enterprises to unanimously support prices. Middle and downstream enterprises generally adopt a strategy of watching more and taking less action, waiting for the market to further clarify.