The domestic organic silicon market has continued its upward trend recently. As of the latest quotation, the price of core raw material DMC has risen to the range of 14000-14300 yuan/ton. On March 7th, there was significant market volatility in a single day, with over 100 downstream companies raising their order prices, resulting in a 3% -5% increase in product prices, forming a short-term market pulse.
From the perspective of the current operation status of the industrial chain, the market presents the characteristics of "upstream and downstream game": although upstream individual enterprises maintain low load operation, some manufacturers still face inventory digestion pressure; Downstream enterprises mainly consume existing inventory, resulting in insufficient activity in new order transactions and a decline in the market's sustained upward momentum. It is worth noting that major individual production enterprises still hold a certain amount of undelivered orders, forming significant price support, and most manufacturers maintain a strong willingness to raise prices. As the traditional order delivery cycle approaches its end in mid to late March, the market's focus is shifting towards the start of a new round of stocking cycle. Industry analysis suggests that the current price fluctuations may be temporary consolidation, and after the upstream and downstream industries complete inventory structure adjustments, a new wave of supply-demand resonance market may emerge in the second quarter.
Industry insiders believe that the first quarter is likely to become a price depression for the whole year. Under the continuous production restrictions and cost transmission of upstream enterprises, it is expected that the supply side will show a marginal tightening trend in the second half of the year. Combined with the traditional "Golden September and Silver October" peak demand season, the supply and demand pattern of the organic silicon industry chain is expected to gradually tighten, and the industry's profit margin for the whole year may achieve significant recovery compared to 2024. Market participants suggest focusing on the pace of capacity release by major manufacturers and the strength of demand recovery in areas such as terminal construction and new energy.
Suddenly, there was a collective price increase! The 31st WINDOOR New Products Expo for Doors, Windows, and Curtain Walls has grandly opened in Guangzhou! A large number of well-known brand exhibitors of silicone adhesive have gathered to showcase over a thousand types of silicone adhesive products. There is a new change this year, as upstream individual enterprises such as Spark, Hesheng, Dongyue, Xingfa, Xin'an, and Zhongtian Dongfang have begun to focus on the downstream silicone rubber field. Monitoring data shows that after traditional silicone rubber manufacturers in Sichuan, Guangdong, Zhejiang, Shandong and other places announced their price increase decisions one after another, new expectations of silicone rubber price increases emerged one by one at yesterday's exhibition.