First Financial News: 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.
This week, the domestic organic silicon market continued its upward trend, with industry enterprises represented by Spark, Hesheng, Xingfa, Dongyue, Xin'an, Xingxing, Luxi, Sanyou, Hengyecheng, Zhongtian Dongfang, and Yuntou raising their product quotations comprehensively. It is worth noting that on the supply side, the capacity utilization rate of major production enterprises such as Xingfa Group has recently been controlled within 70%, further exacerbating the tight supply situation in the market. The price increase is not only supported by raw material costs and emission reduction pressures, but also closely related to the adjustment of value-added tax export rebate policies for organic silicon products. The policy changes have significantly stimulated downstream stocking demand, making the already tightly balanced market supply and demand structure more sensitive.
As of Thursday, the domestic organic silicon market has remained stable overall, but prices of mainstream products have generally risen to recent highs: DMC (dimethyl siloxane mixture): prices have been generally raised to 13700-14000 yuan/ton; Silicone oil: The price range has risen to 15500-16100 yuan/ton; 107 glue: price adjusted to 14500-14900 yuan/ton; Raw rubber: The mainstream quotation is 14800-15000 yuan/ton.
The current market is in the stage of digesting the previous upward trend. Most individual production enterprises are concentrating on delivering backlogged orders in the early stages, resulting in a low overall inventory level in the industry. It is worth noting that some enterprises represented by Xingfa Group have recently maintained their capacity utilization rate below 70%, reflecting their production strategies under multiple factors such as environmental constraints, energy consumption control, and proactive regulation of market supply. On the downstream side, after a round of centralized procurement, most enterprises have entered the inventory consumption period, and the market inquiry and transaction activity have slightly declined. Currently, transactions are mainly scattered small orders. Against the backdrop of limited supply elasticity and slowing demand pace, it is expected that market prices will mainly stabilize at high levels in the short term.