Industry data shows that traditional terminal manufacturers, Internet giants and automobile enterprises are breaking through the industry boundary one after another, setting off a wave of "cross-border terminal manufacturing". From mobile phones to wearable devices, from single functionality to scene integration, the terminal market is undergoing a deep restructuring. Behind this trend is the joint driving force of accelerated technological iteration, intense market competition, and continuous upgrading of user demands.
Under the dual influence of technological breakthroughs and market anxiety, the trend of "cross-border" continues to heat up. The latest data further reveals that the number of enterprises that enter the research and development, design, and production of terminal silicone products in a "cross-border" manner has increased by 20% year-on-year, reflecting the accelerated integration and innovation of materials and manufacturing links in the upstream and downstream of the industrial chain.
On the last trading day of this week, the domestic organic silicon market remained stable overall, with some products experiencing slight adjustments. Individual enterprises maintain a strong pricing mentality, and multiple individual enterprises have quoted DMC prices close to RMB 14000 per ton. Recently, some individual units have entered maintenance, while production capacity has also resumed operation. The overall operating rate of the industry is still lower than the same period last year. Thanks to the continuous delivery of pre-sale orders in the early stage, the inventory of enterprises is generally low, and the prices and negotiation focus of various links in the industry chain, from raw materials to downstream products, remain stable.
After experiencing severe fluctuations in prices and production capacity cycles, the silicone industry is undergoing a profound market restructuring, with the core manifestation being the transformation of order models driven by "long-term agreements". The current emerging trend of "long-term contract orders" presents new characteristics of larger scale, tighter supply and demand binding, more market-oriented pricing mechanisms, and a high emphasis on supply chain security and compliance. This not only marks a temporary repair and stabilization of the supply and demand relationship in the industry, but also indicates that a "moderate but sustained" industrial structural reshuffle is unfolding.
The current silicone market is experiencing a strong trend, with silicone ether showing particularly outstanding performance this week, becoming the new "price king". As one of the core raw materials for silicone oil production, the price of silicone ether has been rapidly rising recently, with some market quotes exceeding 24000 yuan/ton, showing significant increases over several days. Compared to the previous low point, the cumulative increase has exceeded 2000 yuan/ton.
The strengthening of silicon ether prices this time is mainly driven by factors such as rising raw material costs, tightening supply during industry maintenance, and a temporary recovery in downstream demand. Under the expectation of sustained tight supply, the prices of end products such as silicone oil, downstream anti sticking coatings, industrial solvents, and personal care products are also being transmitted. The market needs to closely monitor the subsequent release of production capacity and the pace of cost transmission.