The lingering warmth of the Spring Festival has not yet dissipated, and the domestic silicone industry has ushered in a highly anticipated "first party of the New Year". The "Organic Silicon High Quality Development Conference", attended by over 9 major monomer companies in the industry, will be held in Ningbo, Zhejiang from February 28th to March 1st. This conference, held at a critical juncture in the industry, not only injected a boost into the post holiday market, but is also widely regarded as pointing the way for the next stage of development in the silicone industry.
Meeting tone: Focus on high-quality development, seek supply optimization together
It is reported that this control level meeting will focus on the core issue of "high-quality development of the industry" for in-depth discussions. The attending enterprises will focus on key issues such as optimizing the supply pattern, upgrading the demand structure, and breakthroughs in technological innovation. In the current industry where capacity expansion is generally seen as coming to an end and new capacity added from 2026 to 2027 is extremely limited, the convening of this conference is timely. It is not only a platform for industry leaders to unify their thinking and coordinate their pace, but also carries the responsibility of exploring the path for the entire industry to shift from scale expansion to quality and efficiency improvement. Any signal about supply side collaboration conveyed by the conference will have a profound impact on the future market direction.
Post holiday market trend: The rise is a foregone conclusion, and reluctance to sell is gradually rising
As the news of the conference spread, the latest changes in the post holiday silicone market became clear - the trend of price increases had been established. According to feedback from the front line of the market, some grassroots cargo holders have started to raise their prices by about 100 yuan/ton, and with most downstream demand side enterprises entering the market to replenish inventory today, the market trading atmosphere has significantly rebounded.
At the same time, overseas brand traders including Dow, Shinetsu, and Wacker have also started to provide sporadic quotations, with prices generally showing a slight increase of 100-200 yuan/ton compared to before the holiday. This series of signals indicates that market activity is rapidly recovering.
Some individual manufacturers have clearly stated that they plan to increase the prices of their main products, including DMC, raw rubber, silicone oil, and 107 rubber, with an expected increase of 300-500 yuan/ton. At the manufacturer level, it is believed that the market has officially entered the third cycle of tight supply-demand balance, which provides basic support for price increases. The upcoming "Organic Silicon High Quality Development Conference" indirectly maintains and strengthens the upward trend of the current market by conveying positive signals.
Market background: The rest period has passed, and the weak stability pattern is waiting to be broken
Looking back at the Spring Festival holiday, as a traditional off-season for industrial consumption, the silicone market has entered a "rest period" as scheduled. During the entire holiday period, the market showed a clear pattern of weak supply and demand, with a lack of clear unilateral driving force for prices. The overall operation remained volatile and weak, and the market trading atmosphere dropped to a temporary low. As of February 23, 2026, the prices of major silicone products remain stable at historically low levels: DMC mainstream quotes range from 13800 to 14000 yuan/ton, silicone oil from 15500 to 16100 yuan/ton, 107 glue from 14500 to 14900 yuan/ton, and raw glue from 14800 to 15000 yuan/ton.
Future outlook: Meeting guides direction, mid March becomes crucial
Based on the current market situation, the release of demand after the holiday is expected to show a gradual recovery trend, and it is difficult to achieve explosive growth in the short term. The driving factors for this round of price increase are multifaceted: it includes not only the release of macroeconomic policy benefits and market sentiment brought about by the "Organic Silicon High Quality Development Conference", but also the urgent need to replenish inventory after terminal enterprises resume work, the replenishment of hedging positions by large households, and the widespread reluctance of merchants to sell.
However, market participants generally maintain rationality. Industry insiders point out that although some individual factories are firm in their attitude towards price increases, their judgment of market supply release capacity may be conservative, and there may be overestimation of the potential for global demand explosion. Therefore, before the conference is held, the main task of the market is still to digest the social inventory accumulated during the Spring Festival period.
Overall, it is expected that after the start of construction during the Spring Festival, the price of organic silicon will show a trend of weak stability followed by a corrective increase. Whether the Ningbo Conference can reach a substantive consensus on "optimizing the supply pattern" will be a key variable affecting the future upward momentum. The real demand verification period and the key turning point of the market will fall in mid to late March. At that time, the true strength of downstream demand recovery will ultimately determine how far this upward trend driven by conference expectations and replenishment demand can go.