Under the guidance of stabilizing housing prices and expectations, some cities have tightened their control over real estate prices
It is reported that Tianjin will regulate the sales prices of newly built commercial housing, and for projects with new sales permits, the price change shall not exceed 10% of the recorded price. The staff of Tianjin Housing and Urban Rural Development Commission stated that it is not a "one size fits all" standard of 10%, but it has indeed strengthened management. If the price is too low, it will limit online signing.
The soaring prices of raw materials have led to a surge in prices for downstream products of organic silicon. In 2026, the organic silicon market will have a "good start". On the supply side, mainstream manufacturers have raised their prices by 300 yuan/ton, and DMC has risen to 14000 yuan/ton. Coupled with stable operating rates, low inventory, and pre holiday stocking demand, prices are expected to rise. On the demand side, the export tax rebate policy for various products such as photovoltaics will be cancelled from April 1st, which will stimulate enterprises to stock up and sign orders in the short term and force the industry to transform towards high added value in the long run. The recent continuous rise in prices of upstream organic silicon raw materials has directly transmitted to the downstream product chain. On January 12th, Shandong Liguo New Materials Co., Ltd. announced that due to a significant increase in the price of organic silicon raw materials, it will raise the price of organic silicon leather products from February 1st, by 2-5 yuan/meter depending on the thickness.
The overall price of DMC in the domestic market remains stable, with an average price of 13850 yuan/ton in the Chinese market, unchanged from the previous trading day. At present, individual factories have abundant pre-sale orders on hand, and some orders have been postponed to February. The company mainly relies on outstanding orders in the early stages of delivery, and inventory levels remain low. In contrast, the downstream market is currently in a period of inventory digestion, and the willingness to make new purchases is not strong, resulting in a weak atmosphere for new orders in today's market. Looking ahead to the future, it is expected that DMC prices will show a stable and strengthening trend in the short term. The main driving force behind this trend lies in the tight supply side. The continuous delivery of pre-sale orders effectively alleviates the supply pressure of manufacturers, coupled with the firm attitude of individual factories to raise prices, while downstream companies mainly adopt a wait-and-see approach. However, market competition still exists, and the demand side's follow-up momentum is temporarily insufficient. On the cost side, although the adjustment of export tax rebate policies has disturbed market sentiment, the fundamentals of industrial silicon are still weak. Research shows that the logistics liquidity of Tianjin Port's delivery warehouse is poor, and large and medium-sized manufacturers are affected by cash flow pressure to maintain high load production, resulting in sustained weakness in industrial silicon prices. Therefore, in the short term, the cost side has limited support for organosilicon, making it difficult to strongly push prices.