News from Guoshi Express: Labubu, a subsidiary of Bubble Mart, has exploded in popularity with a second-hand market price of over a thousand yuan, which is favorable for 3D printing. In the iteration of Labubu, 3D printing technology has been widely adopted, significantly reducing the cost of product iteration. In addition, some people earn over 100000 yuan by 3D printing Labubu models, but profiting from 3D printing the model may be illegal. Industry insiders believe that currently, silicone materials have entered the stage of large-scale application in the field of 3D printing, and its core breakthrough lies in successfully overcoming the printing adaptability problems of key parameters such as material viscosity and softness. As an important basic material in the industrial field, the global application market size of silicone has exceeded 10 billion US dollars, mainly covering the following areas: 1 Traditional application areas (manufacturing of food grade contact devices, biomedical devices and implants, aerospace sealing components); 2. Emerging technology applications (flexible electronic sensor arrays, intelligent driver systems, wearable health monitoring devices, soft robot actuators, flexible circuit substrates). Silicone materials have demonstrated significant advantages in cutting-edge fields such as flexible electronics and biomimetic technology due to their unique biocompatibility, elastic modulus, and environmental stability. With the continuous optimization of 3D printing technology, silicone materials are breaking through the limitations of traditional manufacturing, providing innovative solutions for rapid prototyping of complex structured flexible devices, and their application prospects continue to expand.
Observation of the organic silicon market on Wednesday: DMC prices have deeply adjusted and fallen below psychological barriers, accelerating value restructuring in the industry. According to the latest monitoring data on June 17th, the DMC quotation of Shandong's leading production enterprise has dropped to 10400 yuan/ton, a daily decrease of 100 yuan; The quotation range of other individual enterprises has been lowered to 10800-11500 yuan/ton, with a synchronous decrease of 100-200 yuan. It is worth noting that the market transaction price has fallen below the key psychological price of 11000 yuan/ton for several consecutive days, and the year-on-year decline continues to narrow. Compared to the price benchmark of 12900 yuan/ton at the beginning of the year, the cumulative decline during the year has reached 19.3%, setting a record for the largest price drawdown in nearly three years. Market analysis shows that the current price breakthrough has symbolic significance: on the one hand, it reflects that the industry is completely bidding farewell to the irrational upward trend of 2020-2021, and on the other hand, it marks the entry of the entire range of organic silicon products into the value revaluation cycle. From the perspective of supply and demand pattern, the inventory turnover days of mainstream enterprises are still higher than the historical average. It is expected that the destocking process will continue into the traditional peak season in August, and short-term prices may continue to decline to the range of 10100-11000 yuan/ton.
The trend of product differentiation is evident: (DMC6-July is expected to maintain a sideways consolidation;); 107 glue has strong short-term price resilience; The supply and demand of raw rubber are relatively balanced, and the price remains stable; After the pressure correction of silicone oil in June, Q3 is expected to stabilize. Industry experts point out that this round of deep adjustment is driving the transformation of the industrial chain: 1 The approval for new production capacity of individual units is becoming stricter, and enterprises are shifting from simple expansion to differentiated layout. 2. The proportion of downstream high-end applications (new energy, medical, etc.) has increased to 38%. 3. The R&D investment of top enterprises increased by 22% year-on-year, and the gross profit margin of customized products remained above 25%. The current market is undergoing a paradigm shift from scale competition to value creation, "a person in charge of a listed company recently told me. With the arrival of the peak season for overseas demand in the fourth quarter, coupled with the continuous increase in domestic industries such as photovoltaics and new energy vehicles, the industry is expected to usher in a new round of business cycle in Q4. But in the long run, only enterprises that build product barriers through technological innovation and deepen customer stickiness through branding and service upgrades can win sustainable development space in the new cycle.