A single robot 'eats' 1.5 kilograms! Platinum silicone has become a new explosive point, with a market size of 680 million by 2026
When the humanoid robot of Songyan Power on the Spring Festival Gala stage showed a "Cai Ming style" smile, and when Yushu Technology's G1 smoothly completed a somersault, a "material hero" hidden behind the spotlight was emerging. It is soft, skin friendly, and aging resistant, allowing every inch of the robot's skin to have a real touch and expression - platinum silicone, a "niche material" that was once only active in the medical and maternal and child fields, is now standing at the center of the billion dollar new material race with the explosion of the humanoid robot industry.
At the beginning of 2026, humanoid robots will become completely popular. From the intensive appearances of CCTV Spring Festival Gala to the pre-sale of "no second" on JD.com, robots are entering the public eye at an unprecedented speed. And the key material that supports them from "metal skeleton" to "life texture" - platinum silicone, has also ushered in its own shining moment. According to industry estimates, the market size of platinum silicone materials for humanoid robots is expected to reach 680 million yuan in 2026, nearly doubling from 230 million yuan in 2025.
Organic silicon has surged! Xingfa and Sanyou have surged by 10%!
At 15:00 on February 24th, the organic silicon sector rose 3.44%, with a net inflow of 739.7 million yuan from the main force! The transaction was 1.85 billion yuan, with a turnover rate of 1.91%.
Xingfa Group (sh600141) and Sanyou Chemical (sh600409) both hit the daily limit up, with gains of 10.01% and 10.07% respectively, becoming the focus of the market.
Today, the domestic DMC market is running steadily, with the national average price remaining at 13900 yuan/ton, unchanged from the previous working day. On the first trading day after the holiday, individual enterprise quotations remained stable, mainly busy with executing pre-sale orders in the early stage. At the same time, companies have released signals that the industry conference at the end of the month may bring price increases, intending to boost downstream purchasing willingness. However, some downstream users have not yet resumed work, resulting in a relatively light market inquiry and transaction atmosphere today.
It is expected that market prices will remain stable and tend to rise in the short term, mainly influenced by the following factors: supply side, maintenance equipment gradually resuming production, individual operating loads gradually increasing, and inventory pressure increasing during the holiday period; In terms of mentality, individual factories have released bullish expectations, while downstream companies tend to adopt a wait-and-see attitude.
In terms of cost, the market trading was sluggish on the last working day before the holiday. During the holiday period, large factories in Xinjiang maintained stable production, but due to long-term low prices, small and medium-sized manufacturers who shut down before the holiday generally lacked the willingness to resume work. Downstream wait-and-see sentiment is strong, and overall market supply remains abundant. According to market sample research feedback, about 70% of industrial customers expect the short-term industrial silicon market to be weak and volatile.