Today, the domestic DMC market prices remained stable, with an average price of 10800 yuan/ton in the Chinese market, unchanged from the previous working day. Today, the mentality of both buyers and sellers remains deadlocked, and downstream confidence is weak due to the impact of off-season demand. The enthusiasm for stocking is not high, and the intention to lower prices still exists. The pressure of losses for individual factories has intensified, and further profit margins are limited. The overall market quotation tends to be stable, and actual transactions tend to be low. The main factories in Shandong have reserved order space today, and the transaction situation is good.
Raw material side: The price of raw material silicon metal fluctuates widely.
Supply side: A plant in Zhejiang is scheduled for maintenance, and the operating load in the southern region will decrease.
Demand side: Low demand season affects downstream confidence.
On August 22nd, Luxi Chemical disclosed its semi annual report for 2025. The company achieved a revenue of 14.739 billion yuan in the first half of the year, a year-on-year increase of 4.98%; The net profit attributable to the parent company was 763 million yuan, a year-on-year decrease of 34.81%; After deducting non recurring expenses, the net profit was 687 million yuan, a year-on-year decrease of 43.02%.
The company mentioned in its semi annual report for 2025 that its main businesses include new chemical materials, basic chemicals, fertilizer products, etc. During the reporting period, the company faced fluctuations in raw material prices and intensified market competition in the chemical new materials industry, particularly affecting the profitability of the polycarbonate and nylon 6 industries. In addition, downstream demand in the polyol industry has fluctuated due to the downturn in the real estate and infrastructure industries, leading to a decline in product prices.
In the field of basic chemical engineering, the methane chloride industry has also experienced the release of new production capacity and increased supply, leading to a low price of chloromethane. Overall, the market risks and fluctuations in raw material prices faced by the company have had a significant impact on production and operation, and the management is concerned about this.