In the new week, the organic silicon market continues to release signals of price increases. Under the two measures of upstream closure and limited quantity, the DMC quotation of Shandong monomer factory has risen to 13000 yuan/ton, with a cumulative increase of 2000 yuan compared to the transaction price at the beginning of the month. Although the middle and lower reaches are still not bullish, the news released from upstream and macro policies indicates that long-term loss competition is not advisable for both enterprises and the industry. This week's highly anticipated industry self rescue action is about to kick off, and an unprecedented meeting of actual controllers will be held to further consolidate the "anti internal competition" policy, clarify the reduction measures of more than 30%, and most importantly, to curb loss competition below cost price and guide the organic silicon industry to return to normal market value. At present, some middle and lower reaches are also taking advantage of the trend to rise, while low inventory holders are actively stocking up on essential needs. Individual factories are expected to further reduce production by 30%, and it is highly likely that the stable upward trend will continue from November to December. In the medium to long term, achieving a higher level of supply-demand balance requires both reducing production capacity and boosting demand. At present, the growth engine of demand for organic silicon has shifted from traditional buildings to the fields of new energy and electronics. At the same time, the rapid development of AI has high demand for electricity, promoting the formation of new industrial trends in energy storage, thermal management, and electricity. Organic silicon, as a key material, will maintain high-speed growth in these fields; In addition, the hot organic silicon leather in the past two years is not only widely used in home furnishings, car seat interiors, but also in public spaces such as airports and high-speed trains. Some companies are exploring the use of organic silicon leather for wall decoration. If promoted properly, the demand for organic silicon leather will rapidly increase! Although the traditional demand for organosilicon is shrinking, the demand in emerging fields is constantly expanding. In addition, the withdrawal of overseas production capacity and the suspension of tariff wars have led to a certain recovery in exports in recent times. From the perspective of overall demand, the consumption growth rate in the first three quarters of 2025 will reach 19.6%. However, in the context of overcapacity, price wars distort signals and lower industry expectations for demand growth. In short, with the contraction of domestic production capacity and the temporary relief of supply side pressure, the long suppressed organic silicon market has finally ushered in a wave of recovery. The industry hopes to firmly reduce production and raise prices, give some time for the middle and lower reaches to digest and accept, form a top-down upward trend, and promote the market to return to a normal development track .....