In the first half of 2025, the shipment volume of China's smartphone market reached 140.6 million units, accounting for about 23% of the global market share. In the high-end market (price range of 4000-6000 yuan), Huawei, Xiaomi, and Vivo together account for over 60% of sales, forming a dominant pattern. Among them, vivo became the only brand in the top three in this price range with positive sales growth, and its high-end market share increased significantly by about 59 percentage points year-on-year, demonstrating strong growth momentum. As the world enters a new cycle of phone replacement, the silicone based mobile phone accessories market is showing a significant linkage effect. According to data from multiple silicone product manufacturers in Guangdong, orders for silicone phone cases have shown a continuous growth trend this year, with a 30% increase in exports to European and American markets, with matte color series becoming the mainstream demand. This data reflects that the recovery of the terminal market is effectively transmitted to the upstream parts supply chain, forming a coordinated growth of the overall ecosystem. In the first week after the holiday, the domestic silicone market welcomed a "good start" as scheduled, with product prices rising across the board. The mainstream quotation of DMC has risen to 11100-12300 yuan/ton, and the prices of major downstream products such as 107 rubber, raw rubber, and ordinary silicone oil have also increased by 100-300 yuan/ton. With the arrival of the traditional peak demand season of "Silver Ten", the market transaction center has generally shifted upward, and some large factories have reported a significant increase in pre-sale orders and inquiries, achieving a "simultaneous increase in quantity and price". This upward trend is the result of the resonance of multiple factors in the upstream, midstream, and downstream of the industrial chain. 1) The support of raw material costs is stable, and the centralized supply of equipment maintenance is tightened. On the raw material side, the main raw material for organic silicon, metal silicon, has recently maintained a stable to strong trend. Under the expectation of environmental policies and rising costs during the dry season in Southwest China, the bottom support of silicon metal prices is strong, which lays a solid foundation for organic silicon from the cost side. Supply side: The core driving force behind this round of price increase comes from the centralized maintenance of upstream individual factories. In response to market changes, multiple single unit factories in Xinjiang, Shandong, and Hubei, where domestic single unit production capacity is most concentrated, have initiated proactive production cuts, planning to reduce overall operating loads by about 50%, which is expected to lead to a significant contraction in regional supply. At the same time, the pre-sale orders of "Golden Nine" in the early stage are currently in a concentrated delivery period, further squeezing the available spot resources in the market and exacerbating the tight supply situation. 2) The increasing discourse power of individual factories and the reshaping of the competitive landscape through the "anti internal competition" policy: Against the backdrop of current supply contraction, the discourse power of individual factories has significantly increased, successfully driving up prices and achieving a "simultaneous increase in quantity and price". The policy of "disorderly price competition" in industry governance is becoming effective, marking the transition of the industrial chain from the vicious cycle of "price war" to a new stage of "value competition". The "anti internal competition" policy is essentially guiding individual factories to carry out "supply side reforms", forcing enterprises to compete by improving product quality and operational efficiency rather than dumping at low prices. This helps to repair enterprise profits and promote the healthy development of the industrial chain. 3) The demand during peak season is moderately recovering, and procurement strategies are becoming cautious: downstream applications are widely used, including silicone rubber (used in construction, new energy, and home appliances), silicone oil (used in textile auxiliaries and daily chemical products), silicone resin (used in coatings and electronics), etc. At present, it is the traditional peak season of "Golden September and Silver October". The demand for downstream products such as building sealants and textile additives has indeed rebounded, but the overall recovery is still moderate and there has not been explosive growth. Therefore, the increase in procurement volume in this round is more based on the sentiment of "buying up, not buying down" and the expectation of supply tightening, which belongs to the stage replenishment behavior. The acceptance of high priced resources by downstream enterprises is still limited, and their procurement strategies tend to be cautious, which determines that the magnitude and sustainability of this round of price increases will be constrained. 4) Outlook for the future and key points of industrial chain transmission: Overall, under the triple effects of cost support, supply tightening, and policy support, the probability of the silicone market maintaining a strong trend in the short term is relatively high. In the future, it is necessary to focus on the following transmission nodes of the industrial chain: the trend of upstream large factories: the pricing strategy and equipment operation of core individual factories such as Xinjiang and Shandong, which will directly determine the price trend of midstream products. Sustainability of demand: The actual consumption capacity of silicone rubber in terminal fields such as real estate completion, new energy vehicles, photovoltaics, etc. will be the key to determining whether this round of price increases can be smoothly transmitted downwards. Changes in inventory structure: It is necessary to closely monitor the levels of social inventory and raw material inventory of middle and downstream enterprises. If the downstream replenishment cycle ends and the terminal demand fails to follow up in a timely manner, the market will face pressure from inventory backlog and price correction. Overall, the post holiday price increase this time is a "supply led" rise, rather than a "demand driven" reversal. The industrial chain is in a fragile process of rebalancing, with active upstream contraction and policy guidance attempting to pull the market out of the trough. However, the truly healthy operation of the industrial chain ultimately depends on the substantial and sustained recovery of downstream terminal demand. Suddenly! Big factory explosion triggers fire! On the afternoon of October 11, 2025, at around 17:00, the factory of XX Chemical Co., Ltd. located on Yanhuang Avenue in Huayang Industrial Agglomeration Zone, Baihe Town, Mengjin District, Luoyang, Henan Province, suddenly exploded and caused a large fire. The on-site fire was burning fiercely, with thick smoke and flames soaring into the sky! On the same day, Baihe Town, Mengjin District, Luoyang City, Henan Province, issued an official announcement: Around 17:00 on October 11, 2025, a fire broke out at XX Chemical Co., Ltd. on Yanhuang Avenue in Baihe Town, Mengjin District. After the fire broke out, the emergency response was immediately activated. The district emergency management bureau, fire rescue brigade and other departments rushed to the scene to carry out disposal. No one was trapped or injured on the scene, and the cause of the fire is being further investigated. According to sources, the factory is designed to have an annual production capacity of 30000 tons, with a large burnt area. The main organic silicon production equipment and factory buildings are severely damaged and scrapped, and production has been suspended for at least 6 months.