The list of "2025 Kantar BrandZ's Top 100 Most Valuable Chinese Brands" has been released. The total value of the 2025 Top 100 Brands list is as high as $1.21 trillion, achieving a breakthrough growth of 25% compared to last year. Tencent's brand value is as high as 197.991 billion US dollars, firmly defending its title on this year's Top 100 Brands list. Alibaba achieved a brand value of 84.352 billion US dollars with a growth rate of 23%, regaining its runner up position. Baijiu giant Moutai ranked third with a brand value of US $80.023 billion, and the brand value of Tiktok soared 34% to US $76.20 billion, maintaining fourth place. Huawei's brand value increased by 56% year-on-year, reaching 64.152 billion US dollars, firmly ranking fifth on the overall list. Currently, the domestic silicone industry is undergoing profound changes, with the global market environment becoming increasingly complex and uncertainty significantly increasing. Industry experts point out that in the challenging global landscape, brands relying solely on traditional brand awareness are no longer able to sustainably lead the market. To achieve long-term healthy development, organic silicon enterprises - whether they are upstream raw material suppliers or downstream product brands - must build differentiated core competitiveness with real value.
In this context, shaping brand hard power with excellent functionality, emotional resonance, and high cultural fit has become a common strategic choice for leading brands in the industry. Specifically, it is necessary to focus on the following three directions: 1) accelerate the layout of AI driven consumer insight systems, achieve precise demand forecasting and product development through big data and artificial intelligence, and improve market response speed; 2) Deepen the practice of user co creation, incorporate users into the research and innovation process, build a collaborative ecosystem from demand to product, and enhance brand stickiness and trust; 3) The system creates unexpected quality and experience, comprehensively upgrading from material innovation to application scenarios, surpassing traditional performance indicators, and providing users with safer, more environmentally friendly, and emotionally valuable comprehensive solutions. These three strategies not only echo the development trend of high-tech and high added value in the silicone industry, but also point out the path for core brands to win key competitive advantages in the future market.
On Wednesday, the DMC quotation of benchmark enterprises in Shandong region was 10800 yuan/ton, which was further increased by 100 yuan/ton compared to the previous day. The overall DMC contract quotation of most individual enterprises stabilized in the range of 10800-12300 yuan/ton. The current market price trend reflects that market sentiment and fundamentals are seeking a new balance.
From the perspective of industry fundamentals, the resumption of work for some individual units in Zhejiang may be delayed, and the current supply-demand situation remains tight. Although the pace of supply recovery has accelerated compared to previous expectations, the overall inventory of the industry is still in a destocking channel, indicating that the current market is still in a state of oversupply. Against the backdrop of profit recovery, the sales performance of individual enterprises continues to rebound, coupled with the traditional peak season effect. The willingness of downstream large enterprises to replenish inventory remains positive, providing strong support for current prices.
Industry insiders point out that the current stable operation of organic silicon prices is the result of the combined effect of supply disturbance expectations and downstream replenishment demand. Looking ahead to the future, DMC、 The prices of major products such as raw rubber, 107 rubber, and silicone oil may show a range oscillation trend. Even if there is a price correction, terminal demand will still support the market, and coupled with the uncertainty of the supply side of large production enterprises in Xinjiang, it is expected that the downward space for prices will be limited.
However, we need to be alert to the potential risk of demand peaking and falling back. The current market may have reached a critical point of demand saturation, and there is still disagreement on whether demand can continue to improve in the future, which will become the main bearish variable in the market. In addition, although the plan of multiple mainstream enterprises to jointly reduce production by 10% has not yet been finally implemented, this news has sent a signal to the market to promote the resumption of production, which has also suppressed the market mentality to some extent and may exacerbate price fluctuations.
Overall, the current organic silicon industry is still in a seasonal destocking cycle, but the fundamental contradictions are not prominent. The market has basically digested the existing news and focused on the pricing strategies and production dynamics of leading enterprises in Xinjiang and Shandong. If the actual production situation deviates from market expectations in the future, prices may usher in a new wave of driving force, and it is expected to maintain a low volatility pattern in the short term.
On the other hand, as peak season orders gradually land, the mentality of downstream enterprises has shifted from "hoarding and watching" to considering cost pressure, and some enterprises have slowed down their procurement pace. The industry's expectation of an increase in operating rates in late September has weakened, but the mainstream single factory's stable price mentality remains firm, and the possibility of a significant short-term market price drop is expected to be low.