The first online closed door conference of the domestic organic silicon monomer industry was successfully held, chaired by the chairman of a leading enterprise and attended by representatives from all major manufacturers. The meeting reached multiple consensuses on core issues such as emissions reduction and price stability, laying the foundation for the steady development of the market in 2026. All participating companies promise to strictly implement the "30% emission reduction" target, and require companies that have not completed the progress to voluntarily stop their vehicles in February and March to make up for the emission reduction, ensuring that they meet the standard by the first quarter of 2026 at the latest. In response to low price competition, two companies in Shandong and North China, which were previously known for their low prices, have promised not to sell below cost, marking a shift towards healthy competition in the industry. In order to consolidate the achievements and establish a long-term collaborative mechanism, the industry has decided to hold an offline plenary meeting in March, aiming to refine the plan through face-to-face communication, enhance mutual trust, and promote the transformation of consensus into concrete actions.
The current domestic DMC market is generally stable, with an average price of 13900 yuan/ton in the national market, which has not fluctuated compared to the previous trading day. The previous industry conference once again emphasized the implementation of emission reduction targets and explicitly opposed low-priced competitive shipments, further enhancing the willingness of production enterprises to stabilize prices. However, downstream users still hold a cautious and wait-and-see attitude towards the post holiday market. Today, they continue to maintain a cautious purchasing pace, and the overall trading volume of new orders in the market is light. It is expected that market prices will remain stable in the short term, mainly influenced by the following factors: in terms of supply, the operating rate of individual units has dropped to 64%, and enterprise inventory remains at a low level. In terms of mentality, individual manufacturers have strengthened their determination to maintain prices, while downstream consumers still maintain cautious expectations for the post holiday market. On the cost side, the industrial silicon market continued to decline weakly today. The previously rumored shutdown of large factories in Xinjiang has once again not been confirmed in the market. Although there have been sporadic production cuts in some areas, Xinjiang's production capacity still dominates the supply, and inventory is showing an accumulation trend. The three major downstream demand areas continue to weaken, and industrial silicon demand further deteriorates. According to industry sample research, about 70% of industrial customers predict that the short-term industrial silicon market will show a weak and fluctuating pattern.