Recently, the State Council issued the "Action Plan for Comprehensive Treatment of Solid Waste", which proposes that by 2030, significant achievements will be made in the special rectification of solid waste in key areas, the historical stockpile of solid waste will be effectively controlled, the high incidence of illegal dumping and disposal will be curbed, the annual comprehensive utilization of bulk solid waste will reach 4.5 billion tons, and the annual recycling of major renewable resources will reach 510 million tons. The comprehensive treatment capacity and level of solid waste will be significantly improved. The industry believes that the upgrading of solid waste treatment will strongly promote the high-quality development of China's silicone industry towards emission reduction, low-carbon, and circular economy.
The silicone market has been operating steadily overall, with a wait-and-see sentiment prevailing towards the end of the year! After the holidays, the domestic silicone market has been operating temporarily stable with local narrow fluctuations. Currently, the market presents a pattern of supply and demand game, with many monomer enterprises mainly offering stable prices. It is generally reflected that the volume of inquiries has increased, and there is a cautiously optimistic attitude towards the market performance this week. In terms of transactions, it is expected to have a good start this week.
It is noteworthy that some silane coupling agent enterprises have recently tentatively raised their quotations by approximately 500 yuan/ton. An East China coupling agent enterprise stated that further price adjustments are still possible and reminded customers to arrange timely payments, as overdue payments may affect order execution. In the industry's view, this price adjustment reflects the dilemma faced by coupling agent enterprises: finding a balance between cost pressures and fierce market competition. Currently, downstream demand remains sluggish, and the industry has a relative excess capacity. A significant price adjustment may bring the risk of customer loss. Therefore, the current slight increase and strengthened payment collection requirements are more based on phased adjustments due to operational pressures. Overall, the silicone market will remain stable and orderly in the short term, and the subsequent trend needs to be monitored based on the actual recovery of downstream demand and the dynamics of enterprise production scheduling.
DMC Market: Prices remain stable. As of January 4th, mainstream market quotations have been maintained at 13,500-14,000 yuan/ton. Currently, the industry is generally waiting for the implementation of new price guidelines from major enterprises in Shandong and Xinjiang. Overall market operations are cautious, with a strong atmosphere of waiting and seeing.
107 adhesive market: The trend is stable, with no significant price fluctuations. As of January 4th, the mainstream quotation is 14,500-14,700 yuan/ton. At the macro level, real estate policies in 2026 are expected to continue to be promoted around "stabilizing the market and promoting transformation". On the supply side, there will be continued efforts to control growth and reduce inventory, while on the demand side, policies aimed at reducing housing costs are expected to be further introduced to support the release of rigid and improved demand.
Silicone oil market: Prices remain firm. As of January 4th, the mainstream quotation for domestic methyl silicone oil is 15,500-15,800 yuan/ton. The overall market is in a wait-and-see state, stabilizing. With the approach of the Spring Festival, market trading activity has declined, and the trading atmosphere is light, with only a small amount of rigid demand for replenishment being maintained.
Raw rubber market: Prices are operating within a range. As of January 4th, the mainstream quotation is 14,500-15,000 yuan/ton. The market trading atmosphere is relatively calm, and fundamental changes are limited. The industry's operating load is stable, with orderly production on the supply side. Downstream rubber mixing enterprises mainly purchase according to demand, and overall supply and demand remain balanced.