On April 1, 2025, in Shanghai, the performance of the organic silicon sector in the A-share market was impressive, with Jin Yinhe's stock leading the way with a rise of over 12%, attracting widespread market attention. At the same time, stocks such as Yuanxiang New Materials, Silicon Treasure Technology, Yian Technology, and Sanfu Co., Ltd. also rose one after another, showing the market's optimism for the organic silicon industry.
Analysts point out that the strengthening of the organic silicon sector is mainly due to the improvement of the industry's supply and demand structure and the expected growth in future demand. With the increasing production reduction efforts of domestic silicone enterprises, the market supply continues to tighten, while downstream demand maintains steady growth, which supports the prices of silicone products and is expected to further increase.
In addition, the government's policy support for the new materials industry also provides strong guarantees for the development of the organic silicon industry. In recent years, the government has continuously increased investment and support for the new materials industry, promoting technological innovation and industrial upgrading in the industry. In this context, the organic silicon industry, as an important component of the new materials industry, will usher in broader development prospects.