On March 20th, regarding the issue of product price increases, Jiang Han New Materials mentioned on the Shanghai Stock Exchange e-Interactive Platform that the price increase news is true. Recently, the prices of chemicals have generally increased, and the company has adjusted its product sales quotations according to market rules. The company has 14 series of over 200 products, and the specific price adjustments vary depending on the product. There is no unified standard, and the price increases generally range from 20% to 40%.
According to the semi annual report of Jianghan New Materials in 2025, the company is mainly engaged in the research and development, production, and sales of functional silane and other silicon-based new materials. The company relies on its accumulated advantages in technological innovation, product quality, customer service, cost control, safety and green development, and has formed a complete green circular industry chain covering 14 series and more than 200 functional silane varieties, including sulfur-containing silane, amino silane, vinyl silane, epoxy silane, acyloxy silane, silane crosslinking agent and silane derivatives.
In the first three quarters of 2025, Jianghan New Materials achieved a total operating revenue of approximately 1.425 billion yuan, a year-on-year decrease of 16.38%; The net profit attributable to shareholders of the listed company was approximately 322 million yuan, a year-on-year decrease of 29.5%.
Last week, DMC prices remained stable. The price of silicon metal has experienced a narrow decline, while the price of methanol has risen, resulting in continued increase in cost pressures. The delivery of pre-sale orders forms effective support, and the inventory pressure of most individual factories is controllable. The high cost support and insufficient demand are mutually constrained, and the market trend tends to be deadlocked. The current mainstream quotation for DMC is 14000-14300 yuan/ton. The actual average transaction price is around 14000 yuan/ton.
Last week, the prices of DMC raw materials remained weak and stable, while the prices of 107 rubber, raw rubber, mixed rubber, and silicone oil remained stable. The demand for phased replenishment is expected to gradually release, while the imminent cancellation of export tax rebates will suppress the willingness to stock up, and the stocking intensity may slow down. It is expected that the price of organic silicon products will remain stable with small fluctuations in the short term.