Against the backdrop of the global trade war, the exemption of organosilicon undoubtedly brings a glimmer of hope to related industries. The US tariff exemption list clearly lists primary forms of polydimethylsiloxane (the main component of organosilicon), which quickly attracted widespread attention in the market. However, for the domestic DMC market, this has not changed the current situation of price decline.
Currently, the domestic DMC market price has fallen to 13350 yuan/ton, a decrease of 250 yuan from the previous working day. The decline in the price of silicon metal on the raw material side, as well as the rise in downstream companies' price suppression sentiment, have jointly driven the sustained decline in DMC prices. In the context of weak market supply and demand, enterprises have adopted destocking strategies to cope with potential market risks in the future.
However, the exemption of organosilicon has also brought new opportunities to the industry. With the continuous changes in the global trade environment, the supply stability of key raw materials such as organosilicon has become particularly important. The implementation of exemption policies undoubtedly provides more market space and development opportunities for relevant enterprises.
But at the same time, challenges also exist. The trade game between China and the United States continues to escalate, and the uncertainty of tariff policies has brought many variables to the development of the industry. Enterprises need to actively respond to challenges, strengthen technological innovation and market expansion while seizing opportunities, in order to cope with potential market risks in the future.