Huawei Chairman Liang Hua revealed in his speech at the 2026 Guangdong Provincial High Quality Development Conference on February 24 that Huawei's sales revenue will exceed 880 billion yuan in 2025. Liang Hua said that in 2025, the company will continue to strengthen its core competitiveness and focus on strategy; Adhere to the path of high-quality development and win by quality; We strive to provide competitive products and services to global customers, and our overall business is stable.
Organosilicon Market Weekly Report (February 24th March 1st): The Ningbo Conference has set the tone for an "anti internal competition" upgrade, with geopolitical risks disrupting the cost side.
Last week (February 24th to March 1st), the domestic silicone market saw a "good start" in post holiday construction, showing a stable and steady upward trend overall. Benefiting from the continuous deepening of supply side reform in the industry and the steady progress of downstream resumption of work and production, the prices of major products have generally increased, and the supply and demand pattern in the industry continues to improve.
The cost side support is stable. As of March 1st, the price of 421 # industrial silicon for organic silicon remained in the range of 9800-10200 yuan/ton, providing a solid foundation for price increase.
Core Event: Ningbo Conference Passes the Combination Fist of "Production Limitation+Price Increase"
The highly anticipated annual conference of organic silicon monomer factories, the Organic Silicon High Quality Development Conference, successfully concluded last weekend in Ningbo, Zhejiang. On the basis of the two actual controller meetings at the beginning of the year, this meeting reached a stricter implementation resolution on the industry's "anti internal competition" and passed three key measures:
1) The emission reduction ratio has been significantly increased: from March to May this year, the overall emission reduction ratio of the entire industry will be raised to 35%, which is 5 percentage points higher than the previous standard.
2) Monthly red line rigid constraint: In order to ensure the achievement of the target, it is stipulated that the emission reduction ratio of each individual factory shall not be less than 30% per month. This means that each enterprise must ensure substantial contraction of the supply side by increasing maintenance efforts or continuously reducing loads.
3) The price system has been fully upgraded: The meeting unanimously approved a 300 yuan increase in product prices, and the new guidance price will be fully implemented from today (March 2). Among them, DMC executes 14300 yuan/ton (purified water), 107 rubber executes 14800 yuan/ton (purified water), and 110 raw rubber executes 15100 yuan/ton.
The industry generally believes that after bottoming out and rebounding in the second half of 2025, the upward trend of organic silicon prices has been further confirmed, and the increase at the beginning of 2026 is expected to further expand under the impetus of this meeting.