The DMC market has changed! Last week, the DMC market situation turned again, from the previous trend of "more rises and less falls" to "more rises and more falls". With the resumption of production by multiple small and medium-sized individual enterprises, market supply pressure is gradually emerging, and the price trend of DMC is under pressure and declining. Yesterday, only three production companies raised their prices, while the number of companies offering discounts and accepting orders increased to five, reflecting a weakened market sentiment. However, overall, DMC is still in a range oscillation pattern and does not have the conditions for a significant increase in the short term.
On Monday of this week, a fire broke out at Jiangsu Chengxing Phosphorus Chemical Co., Ltd. located at 618 Meiyuan Street, Jiangyin, Wuxi. On site video shows waves of white mist rising from the factory area, with flames soaring into the sky. People's Daily Online learned from the Jiangyin Municipal Party Committee Propaganda Department that the fire did not cause any casualties, and the specific cause is currently under investigation. On site video screenshot of the company's official website shows that Chengxing Co., Ltd. is a chemical enterprise, mainly producing yellow phosphorus, phosphoric acid, sodium phosphate, potassium phosphate, calcium phosphate, and compound phosphate, which are widely used in industries such as food, medicine, and electronics.
Dongyue Silicon Materials Announcement: The third quarter report for 2025 will be disclosed on October 23rd. In the first three quarters, the company achieved a total operating revenue of 3.027 billion yuan, a year-on-year decrease of 24.76%; The net profit attributable to the parent company was 2.8567 million yuan, a year-on-year decrease of 96.78%; Deducting non recurring net profit of 11.8213 million yuan, a year-on-year decrease of 87.60%; The net cash flow generated from operating activities was 264 million yuan, a year-on-year increase of 35.94%; During the reporting period, Dongyue Silicon Materials had a basic earnings per share of 0.002 yuan and a weighted average return on equity of 0.06%. The main reasons are as follows: firstly, due to the impact of the market environment, the prices of organic silicon products have fluctuated downward, and the sales revenue and gross profit margin of the company's main products have decreased compared to the same period last year. Secondly, the suspension of production of related equipment caused by the fire accident on July 20, 2025, has had an adverse impact on the third quarter's operating performance, resulting in losses due to shutdown.
Announcement from Sanfu Corporation: On October 23rd, Sanfu Corporation disclosed its third quarter report, which showed that the company achieved a revenue of 1.547 billion yuan in the first three quarters of this year, a year-on-year increase of 15.2%; The net profit attributable was 64.1356 million yuan, a year-on-year increase of 26.92%. In the third quarter of this year, the company achieved a revenue of 540 million yuan, a year-on-year increase of 23.52%; The net profit attributable was 25.6772 million yuan, a year-on-year increase of 162.25%.
Regarding performance growth, Sanfu Corporation stated that it is mainly due to the increased profitability of potassium series products and silane coupling agent products. Sanfu Corporation's main products include trichlorosilane, silicon tetrachloride, high-purity silicon tetrachloride, silane coupling agent, potassium hydroxide, potassium sulfate, electronic special gas, gas-phase silicon dioxide, etc. The products are widely used in fields such as photovoltaics, optical fibers, fine chemicals, fertilizers, electronic chips, etc. The company's announcement shows that the sales volume of silicon series products in the first three quarters of this year was 40500 tons, with a sales amount of 209 million yuan; The sales volume of potassium series products was 163400 yuan, with a sales amount of 871 million yuan; The sales volume of silane coupling agent products was 33800 tons, with a sales amount of 423 million yuan.