Since February, the organic silicon industry has entered a stage of practical implementation with a "good start". On Monday, the domestic organic silicon market remained stable as a whole, with sufficient contract orders from individual enterprises in major production areas and a slight recovery in downstream procurement and replenishment demand. The market trading atmosphere improved compared to the previous period, and the pace of enterprise shipments generally accelerated. Some leading enterprises have driven prices up rapidly by controlling their sources of goods and shrinking their supply. The current DMC delivery price is reported in the range of 13500-13700 yuan/ton. Although the price increase of mainstream enterprises has narrowed, the overall market price is still showing an upward trend.
From the perspective of phased trends, the price of silicon metal remains stable, methanol prices fluctuate upwards, and cost support strengthens. The current organic silicon industry is undergoing a transition period from large-scale expansion in the early stage to the "second half" of capacity digestion and business format adjustment. During this process, the pricing mechanism gradually shifted from a "quantity based pricing" model to a pricing logic based on technological differences, application innovation, and value optimization. The current prices of some products are still under pressure, and the underlying reason is the structural contradiction of homogenized overcapacity or low product technology added value in related links. The overall market is in a critical stage of structural transformation and value reshaping.
Raw rubber market: The current market price remains stable. The main producers in Xinjiang, Hubei, and Shandong regions have sufficient orders, while the pre-sale orders of other rubber enterprises have performed averagely. With recent price increases, the overall profitability of the industry has improved. On the news front, the equipment previously affected by the fire has been basically restored and can achieve full load production on the entire line. The effective production capacity of raw rubber is expected to be fully released. However, some large enterprises have not yet planned to fully resume production due to their own business strategies, resulting in the market supply remaining in a "slightly tight" tight balance state. This week, the production of raw rubber still showed a slight decrease. It is reported that the current enterprise quotation has been raised to the range of 14500-15000 yuan per ton, and the transaction price of individual orders has also increased accordingly. The overall willingness of downstream acceptance is still acceptable, and the market transaction is active.
Rubber mixing market: The current rubber mixing market prices have rebounded comprehensively, and the operating rates of major enterprises in Guangdong and Zhejiang have rebounded. The cost of raw materials provides strong support for spot goods, and the overall market has risen by about 300-500 yuan/ton. Monitoring data shows that the mainstream price for conventional hardness mixed rubber is 13500-13800 yuan/ton, showing a general upward trend. In the channel stage, some merchants have shown reluctance to sell and actively hoarded goods. It is reported that the inventory of some silicon product companies is currently at a historical low, generally less than 4 weeks (the industry's healthy inventory is generally 8-10 weeks). Against the backdrop of continuous tightening of the supply chain, they are facing the pressure of "passive replenishment".