In the next five years, artificial intelligence will no longer be just a technological concept, but a core force driving the comprehensive restructuring of traditional industries. Under the wave of "AI+", every industry is worth reshaping with artificial intelligence. This deep integration will not only give birth to a trillion dollar emerging market, but also promote the coordinated evolution of various links in the industrial chain. In this highly specialized era, no enterprise can monopolize all aspects. Only by working together with the strongest partners in the field, complementing each other's strengths and capabilities, can we jointly promote the upgrading and leap of the entire industrial ecosystem.
As an important carrier in this process, humanoid robots are gradually moving from the laboratory to large-scale implementation. It is expected that in the next five years, we will witness the large-scale deployment of humanoid robots in various manufacturing factories, logistics and warehousing scenarios. They are no longer just substitutes for repetitive labor, but also key participants in flexible production and human-machine collaboration scenarios. Organosilicon is like a "panacea", with its strong permeability and adaptability, it will become one of the indispensable core raw materials in emerging industrial systems.
In this process, humanoid robots will also bring new growth opportunities for organic silicon related materials. As a high-performance material with excellent temperature resistance, flexibility, biocompatibility, and insulation stability, organosilicon will play an irreplaceable role in key areas such as sensor sealing, joint damping, skin coverage, and cable protection in robots. With the advancement of mass production of humanoid robots, the demand for high-performance organic silicon applications will increase synchronously, becoming an indispensable part of the industry chain and bringing sustained and considerable market growth to the upstream materials field.
Great rebound! The recent fluctuations in the silicone market have been significant. Since the strong rebound in prices in November, the overall contract quotes of major individual enterprises last week have tended to be stable, with companies maintaining high quote levels, cost support continuing to strengthen, and spot market prices remaining firm. Affected by the fundamental differences in supply and demand among various enterprises, the market has shown structural differentiation, with a slight increase in comprehensive quotations. The acceptance of high priced resources by essential customers has gradually increased.
From the perspective of mainstream product prices, the current quotation range for DMC is 13200-13500 yuan/ton, for 107 rubber it is 13700-13900 yuan/ton, for raw rubber it is 13900-14000 yuan/ton, and for silicone oil it is 14700-15700 yuan/ton. Compared to the beginning of the month, DMC has increased by nearly 21%, while silicone oil has increased by about 15%, indicating a significant upward trend. Multiple individual enterprises have stated that they will continue to promote the high-quality development of the domestic silicone industry in the future, and the entire industry chain is expected to benefit.
Driven by the rapid rise in prices, the overall sentiment of the industry chain has rebounded, with an increase in transactions and a significant growth in demand. At present, the top upstream and downstream enterprises are still negotiating long-term contract orders, and the price positions of both parties are firm, resulting in the delay of some signing activities. The prices of individual orders in the market fluctuate frequently and increase significantly. Some downstream enterprises enter the inventory digestion cycle after completing phased replenishment, and only a few customers with low inventory make appropriate purchases as needed. Due to the fact that the core orders of top enterprises have not been fully updated, the upstream and downstream are in a continuous game state, and the pace of market price increase has slowed down. Affected by the recent increase in terminal stocking activity, the delivery pressure of individual enterprises continues to increase.
In terms of supply, a certain enterprise in Shandong plans to restart its Phase III plant at the end of the month, but the emission reduction policy is expected to be strictly implemented in December. It is expected that starting from this week, some individual enterprises may gradually implement load reduction operations, adjust market supply by shrinking production capacity, and the overall industry operating rate is expected to drop below 70%. This move is also seen as an important support for the industry to break away from low price competition, promote capacity optimization, and expand overseas markets.
Currently, the number of organic silicon enterprises actively expanding into overseas markets has significantly increased. It should be noted that the market window period formed based on information gap is often short, usually one to two years, and the response speed and execution efficiency of overseas silicone enterprises will become the key to competition.
Industry analysis suggests that the core driving factors for the current increase in organic silicon prices are mainly the rapid rise in contract prices and the combined effect of industry collaboration in emissions reduction. As the end of the year approaches, it is expected that major organic silicon production enterprises at home and abroad will form a new round of consensus on price maintenance, further supporting market price sentiment.