The DMC price has been raised by 400 yuan/ton, but behind this seemingly simple number, there is actually a complex industry logic and market game. The rise in raw material costs, uneven distribution of production capacity, and expectations of future demand are intertwined with multiple factors, collectively driving this price adjustment. However, the reactions of market participants have shown significant differentiation. Upstream enterprises
unanimously choose to raise prices based on cost pressure and optimistic expectations for the future market; However, midstream and downstream enterprises, based on the reality of insufficient actual demand and high inventory pressure, adopt a cautious attitude towards price adjustments and generally adopt a wait-and-see strategy. In addition, the restoration of the free shipping policy has also to some extent alleviated the purchasing cost pressure of mid to downstream enterprises, making the actual impact of price adjustments more complex and variable. All parties in the market are searching for a balance point in the game, and the future price trend will depend on the further evolution of the supply and demand relationship and the interaction results between upstream and downstream enterprises.