The domestic DMC market price remains stable, with an average market price of 10400 yuan/ton, unchanged from the previous day. Driven by the upward trend in the futures market, the spot price of the main raw material metal silicon has risen, which has provided some support for individual factories to raise prices. Therefore, the focus of today's negotiations continues to maintain stability. On the downstream side, the bearish sentiment of wait-and-see continues to exist, and procurement behavior is still mainly based on moderate demand. Raw material side: The spot price of the main raw material metal silicon has rebounded and continued to rise. Supply side: Single unit construction is expected to increase in July. On the demand side, downstream bearish sentiment still exists, with a focus on purchasing in moderation according to demand.
On July 2nd, Silicon Treasure Technology announced the progress of its outward investment. According to the announcement, SiBao (Shanghai) New Materials Co., Ltd., a wholly-owned subsidiary of Chengdu SiBao Technology Co., Ltd., recently won the bid for the "Minhang District Xinzhuang Industrial Zone MHPO-0501 Unit 61A-06A plot (Zhuanqiao Town Gong-368)" listed for sale by the Minhang District Planning and Natural Resources Bureau of Shanghai, and signed the "Shanghai State owned Construction Land Use Right Transfer Contract" with the Minhang District Planning and Natural Resources Bureau of Shanghai. According to the "Transfer Contract", Silicon Treasure (Shanghai) has paid the full price for the transfer of state-owned construction land use rights on July 2, 2025. The land area involved in this transaction is 10700 square meters, with a lease term of 20 years and a land parcel number of 202512609208018209. The total investment for this project is 150 million yuan, aimed at building advanced research and industrialization projects for organic silicon materials, including the Silicon Treasure Shanghai R&D Center and a 5000 ton/year electronic and optical packaging material production line. This transaction is beneficial for the company to accelerate the construction of advanced research and industrial development projects for organic silicon materials, and to utilize Shanghai's internationalization advantages to attract high-end talents, solve the technical problems of high-end materials in the organic silicon industry, enhance the company's technological research and development capabilities, strengthen the company's core competitiveness, and meet the company's strategic planning and business development needs.
On the evening of July 2nd, Tianci Materials announced that its wholly-owned subsidiary Jiujiang Tianci High tech Materials Co., Ltd. (hereinafter referred to as "Jiujiang Tianci"), as the plaintiff, has filed a civil lawsuit with the Jiangxi Provincial High People's Court regarding a trade secret infringement dispute, with an expected economic loss of 887 million yuan and lawyer fees of 1.15 million yuan. The defendants involved in the case include Zhejiang Yongtai Technology Co., Ltd. (referred to as "Yongtai Technology"), Shaowu Yongtai High tech Materials Co., Ltd. (referred to as "Yongtai High tech"), etc. The plaintiff believes that the defendant has obvious infringement intent and should bear joint and several liability for compensation. The litigation matter is not expected to have a direct negative impact on the company's current profit and loss, but the case has not yet been heard in court, and the final actual impact will be determined by the court judgment.