Chinese companies that do not produce and sell pure electric vehicles in the United States have participated in a large number of "CES" exhibitions, forming a situation of "China Auto Show". Chinese car companies considering entering the US market are exploring three ways: first, to improve quality and win the favor of American customers; second, to utilize cooperation with American companies; and third, to enter as companies completely separated from China. Although the timing of entering the US market cannot be determined, the keyword "affordable price" is undoubtedly the biggest banner for Chinese companies to enter the US market. Chinese cars are currently subject to a 100% tariff in the United States, but Chinese manufacturers have cars that can be sold for $30000 even if the tariff doubles the price.
Silicone Market Weekly Report: The tone of stabilizing prices has been established, and market rationality has returned. This week (January 12-18), the domestic silicone market as a whole showed a pattern of "stable and slightly rising". Major enterprises continue to adopt a "price push" strategy, with spot prices generally rising slightly, but the overall increase is limited, and the market is gradually returning to rationality amidst fluctuations.
1、 Spot price trend: As of January 18th, the main prices for organic silicon products are as follows: DMC: mainstream prices remain stable at 13700-14000 yuan/ton; Silicone oil: prices remain in the range of 15500-16100 yuan/ton; 107 glue: mainstream quotation is 14500-14900 yuan/ton; Raw rubber: Keep at 14800-15000 yuan/ton. From the perspective of price performance, the current price has gradually approached the high level since 2025, and the market's upward momentum has weakened.
2、 Enterprise price stability signal released: This weekend, the two leading companies in the industry both made statements, emphasizing the importance of "adhering to stability and consolidating the market's stable and positive momentum". This clear signal is intended to stabilize market expectations, avoid subsequent fluctuations caused by rapid price increases, and also help support short-term market sentiment, injecting confidence into the market.
3、 Changes in the industry supply pattern: It is worth noting that many mainstream production enterprises, including Xingfa, Hesheng, Luxi, and Dongyue, have been continuously promoting environmental protection, emission reduction, and capacity optimization in recent times. According to industry data, these enterprises have reduced their overall emissions by over 30% compared to the same period last year through technological transformation and production adjustments. The structural adjustment on the supply side has to some extent supported the overall price stability and profit recovery of the industry, and provided a production capacity foundation for the market to prioritize stability.
4、 Market sentiment and fundamental analysis: Behind the recent "price surge" behavior in the market, it reflects the gradual cooling of market sentiment and a more rational trading atmosphere. Previously, influenced by the adjustment of the value-added tax export rebate policy for organic silicon products, the market generally expected that the "export rush" effect would boost short-term demand. Coupled with the high demand in downstream areas such as silicone products, organic silicon leather, new energy vehicles, electronic power, and humanoid robots, they jointly promoted the steady rise of organic silicon prices.
However, from the perspective of actual fundamentals, although the industry has improved, it has not yet formed a complete turning point. The short-term "export rush" effect may pose a risk of overdrawing future demand. In addition, the sales data of the domestic silicone rubber market in early January fell short of expectations, directly affecting the spot transactions of 107 rubber, silicone oil and other products. The market's response to favorable factors has shown a certain degree of bluntness.