The latest industry data shows that with the rapid development of the humanoid robot industry, the demand for functional silicone materials increased significantly in the first quarter. A downstream giant, Mr. Li, stated that robot technology is currently in a rapid development stage, and the forms, materials, and manufacturing processes of its biomimetic skin, tactile sensing, and flexible joints are still in a continuous iteration process. The company is actively exploring the application of silicone materials and processes in emerging fields such as robotics, based on its leading technological level in the manufacturing of liquid and solid silicone gel. Currently, the order volume has increased by 300% year-on-year. Industry insiders believe that we are currently at a resonance point between the fundamental and emotional aspects of functional silicone, with a central increase in the price of functional silicone, while the equity side has not been fully reflected. At the same time, the explosive growth of the humanoid robot market is expected to bring broad incremental space to the functional silicone industry. In the future, with the combination of materials science and AI technology, functional silicone has great development space in areas such as biomimetic skin, tactile sensing, flexible joints, expression simulation, and biocompatibility.
After the holiday, there were two changes in the organic silicon market from top to bottom for DMC. Change 1: Two major indicator companies have stopped falling and rebounded, although the increase is not significant, it cannot be denied that upstream individual companies have a clear attitude of care, indicating a consistent positive attitude. Change 2: The trading volume is severely differentiated, and the short-term order volume of small and medium-sized individual factories cannot be too optimistic. The DMC boom cycle from 2020 to 2021 is full of ups and downs, making it even more difficult at present. Therefore, small and medium-sized individual factories cannot be overly optimistic in the short term. The industry believes that the starting point for short-term easing of emotions is often the short-term low point of expected inventory replenishment in the middle and lower reaches. Currently, the DMC is reported at 11500-12700 yuan/ton, and it is expected that major companies will stabilize their trading volume in the short term.