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Further strengthen emissions reduction! DMC reopens! 107 glue, silicone oil, raw glue Is there another wave of price increases?

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As the countdown to the end of 2025 draws to a close, despite the continuous decline in temperature, the silicone market has not "cooled down", but rather shown an active trend under the interweaving of multiple factors. After the second round of emission reduction coordination meeting on Sunday, various regions may further implement relevant emission reduction deployments this week. Under the guidance of "anti internal competition", the overall production capacity of DMC is expected to shrink. After some individual factories closed down, DMC resumed quoting 13500 yuan/ton over the weekend. As of the time of writing, DMC quotes for other individual factories were 13700-14000 yuan/ton. From the current trend, the market has entered the expectation driven stage. If the emission reduction measures continue to be implemented, they will provide support for prices from the supply side, while exacerbating concerns in the middle and lower reaches about future capacity tightening and cost increases. Under the influence of this mentality, in order to avoid the risk of supply fluctuations, some midstream and downstream enterprises will gradually accept high price purchases and increase prices for sales driven by costs. It is expected that the third round of market trends may occur this week. In addition, it should be noted that in the absence of substantial improvement in terminal orders, the middle and lower reaches will continue to increase with the rise, speculative demand will decrease, and only rigid demand support will be provided. The market's digestion speed of the rise is relatively slow, so it is difficult to expand the increase. It is expected that the main trend will be stable and moderate growth ..

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