The next 20 years will be a critical period for the flying car industry to achieve leapfrog development. It is predicted that by 2030, the global market size of the flying car industry is expected to exceed 300 billion US dollars, and by 2050, this size will further climb to 9 trillion US dollars. In this process, China is expected to grow into the world's largest urban low altitude transportation market. At present, domestic companies such as Changan, Geely, Xiaopeng Motors and other vehicle manufacturers have successively announced the phased progress of their flying car projects, indicating that the industry is accelerating towards commercialization.
With the booming low altitude economy, organic silicon materials will face new market demands in various applications of flying cars due to their unique performance advantages. In the field of thermal management for aircraft, organic silicon materials are widely used in semiconductor packaging thermal conductivity, low-density encapsulation, and high-efficiency thermal interface materials, effectively ensuring the stable operation of electronic devices in high-altitude environments. In terms of lightweight and protection, organic silicone foam materials, sealants, and protective coatings not only help reduce the overall weight of aircraft, but also provide reliable sealing, vibration reduction, and weather resistance in complex low altitude environments, becoming one of the key materials supporting the safe and efficient operation of low altitude aircraft.
Last week, the organic silicon market continued its upward trend since the "Golden September", with major monomer factories continuing to maintain high prices. The mainstream price increase was concentrated at 100-200 yuan/ton, with only a few factories maintaining stable quotes. As of October 19th, the price quoted by wind vane enterprises in Shandong has reached 11200 yuan/ton, with a cumulative increase of 500 yuan/ton during the "Golden September and Silver October" period. In terms of supply, some facilities in Xinjiang, Jiangxi, and Hubei have gradually entered the designated maintenance period, which has to some extent supported the price increase.
However, from the actual trading in the spot market, although multiple individual factories worked together to raise prices after the holiday, the market response has clearly become cautious, and the pace of transactions has slowed down. The positive expectations brought by the early equipment maintenance have been basically released, coupled with the generally weak trend of related chemical products, leading to a shift in downstream mentality towards wait-and-see. Some cargo holders have chosen to offer discounts and fulfill profits in the face of unstable expectations, causing a shift in the focus of negotiations in major markets such as East China and South China.
On the demand side, the order situation in most downstream industries is still average, and terminal procurement is mainly based on essential needs. The overall transaction atmosphere in the downstream market is relatively cold. Industry analysis indicates that recent price trends in various industries reflect that the production capacity growth of the silicone industry has exceeded previous market expectations. Due to the long-term profitability of the industry in previous years, the single end production capacity has not been effectively reduced, and it is expected that the structural surplus of organic silicon will continue in the future. Even with the traditional demand support of "Silver Ten", prices are difficult to break out of an independent upward trend, and it is expected to maintain a volatile consolidation pattern in the short term.