The State Administration for Market Regulation announced the release of the first batch of 21 cross regional quality strong chain linkage projects, promoting cross regional division of labor and cooperation in the industrial chain and supply chain. This collaborative project covers multiple industrial chains such as robots, brain computer interfaces, textiles and clothing, and coal chemical industry, aiming to promote the implementation of a batch of "small and beautiful" quality cooperation projects and accurately solve a batch of "small incision" quality problems. This measure is regarded by the industry as a clear signal for the ecological and large-scale development of organic silicon material applications. These fields not only involve high-end manufacturing and consumer goods, but also the key layout direction of downstream applications of organosilicon in the new materials strategy, which is expected to form a demonstration effect under the dual drive of policies and markets. These fields are all important application directions for organic silicon materials in the future, and their technological breakthroughs and industrial synergy are expected to further expand the application scenarios of organic silicon in high-performance materials and high-end manufacturing, injecting innovative power into the industrial chain and having broad market prospects and development potential.
The author has noticed that the recent "anti involution" policy has cooled down the bullish sentiment in the silicone market. Last week, the domestic silicone market continued to fluctuate, and the stock prices of major listed companies fluctuated across the board. Luxi Xinxing rose, while Hesheng Dongyue Sanyou Xingxing's stock price stabilized. Downstream demand remained generally stable, but the supply and demand structure still showed weakness. Most raw material product quotations continue to decline, and actual transaction prices continue to be negotiated and adjusted, putting overall pressure on the market.
From the supply side, most individual units have maintained stable operation, and multiple mainstream enterprises have successively released news of normal production capacity deployment. The market supply is relatively abundant. However, some large downstream enterprises generally believe that the current profit sharing market has not yet bottomed out, and they continue to suppress price inquiries, leading to intensified competition among individual factories and prominent bidding for orders. According to market feedback, some large factories have experienced "price fluctuations", and the actual transaction price of DMC, a core major player, has dropped to 10500-10700 yuan/ton, a further decrease of about 300 yuan/ton compared to the previous week. Some middle and downstream enterprises have started to buy at the bottom and stock up appropriately.
In terms of price, as of last weekend: the mainstream quotation for DMC has fallen back to 10800-12300 yuan/ton; 107 glue quote 12500-13000 yuan/ton; Raw rubber price ranges from 13000 to 13300 yuan/ton; The mainstream price of silicone oil is between 13700-14300 yuan/ton. The transaction center of various products has shown a slight downward shift.
From the perspective of the spot market, although mainstream individual factories attempted to stabilize prices at the beginning of last week, their support for market sentiment was limited. Upstream raw material prices continue to decline, and there is no sign of short-term supply contraction of organosilicon. Coupled with continued weak terminal demand, spot trading is light, making it difficult to have significant volume increases. Holders of goods generally maintain a bearish sentiment, with a further shift in the focus of quotations, low downstream purchasing willingness, and a quiet market negotiation atmosphere.