Luxi Chemical: DMC has been closed for 5 consecutive days, with the first tier rising 9%
The core product DMC of Luxi Chemical has suspended external quotations since March 26th, and has been closed for 5 consecutive days as of March 30th, during which the market circulation of goods has further tightened. At the same time, another byproduct, methyl trichlorosilane, resumed quoting after the closure, increasing from 2800 yuan per ton to 3050 yuan per ton, with a single increase of 9%, demonstrating the pricing initiative of the enterprise in the monomer industry chain.
This operation is taking place within a sensitive window of downstream replenishment and fluctuations in raw material costs. Industry analysis suggests that Luxi Chemical has created expectations of supply contraction through the closure of stocks, and has also used the price increase of methyl trichlorosilane to test market capacity. This not only paves the way for price adjustments after the resumption of DMC trading, but also reflects the company's cautious optimism about the short-term supply and demand pattern of the organic silicon market. As one of the industry indicators, its subsequent pricing trends may affect the pace of follow-up adjustments by surrounding manufacturers.
Rising again! Organosilicon saw a thousand point increase in April, with foreign silicone oil skyrocketing by 23% becoming the biggest highlight
The "price surge" in the organic silicon market in 2026 has fully upgraded at the beginning of the second quarter, and with the combination of multiple favorable factors, the industry has sounded the horn of price increases in April. DMC leads the expected increase of 1000 yuan/ton for all categories of organic silicon, hitting the 15000 yuan/ton mark; Foreign brand silicone oil surged by 4000 yuan/ton in a single month, with a growth rate of 23.19%, becoming the most eye-catching sector in this round of market. The strong support from the cost side, the continuous contraction of the supply side, and the rising sentiment of downstream replenishment have jointly driven the organic silicon market into a high-level operating cycle.
The cost side is facing a heavy blow, and the surge in methanol has become the most critical trigger. Affected by the geopolitical conflict in the Middle East, the supply and demand pattern of the global methanol market has been completely reconstructed. From the outbreak of the conflict to March 20th, the CFR Southeast Asian methanol landed price surged by 72%, reaching a new high in nearly five years. More importantly, the sudden force majeure at the world's largest single unit methanol production base has restricted the operation of the 4.7 million ton annual production capacity facility, directly leading to an instant expansion of the global methanol supply gap and a full price increase.
As an important raw material for the production of organosilicon, the continuous rise in methanol prices has led to a significant increase in production costs for monomer factories, and the willingness to raise prices under profit pressure is unprecedentedly strong. At the same time, although the silicon metal market is currently experiencing weak fluctuations, the strong performance of methanol has completely covered its impact, becoming the absolute dominant factor in the cost of organic silicon and laying a solid foundation for price increases across all categories.
Overview of Organic Silicon Market on March 30th:
Today, the domestic DMC market is showing an upward trend, with the mainstream average price nationwide reaching 14150 yuan/ton, an increase of 200 yuan/ton compared to the previous period. Driven by the mentality of "buying up, not buying down", downstream enterprises released phased replenishment demands last week. Currently, pre-sale orders for individual factories have generally been arranged until mid to late April. Under the dual support of good pre-sale conditions and sustained high costs, manufacturers' willingness to raise prices has become increasingly firm. Today, the focus of market negotiations has risen in sync with the actual transaction price, and some companies have chosen to close down and stop reporting. At present, most downstream companies are in a state of digesting pre inventory, and only a few enterprises carry out small-scale low-priced replenishment according to their own situation.
In the short term, the market is expected to maintain a stable upward trend, with the main supporting factors reflected in the following aspects: on the supply side, there has been an increase in pre-sale orders from individual factories, and there is an expected increase in device maintenance and load reduction in April; In terms of market mentality, individual factories have successively released signals of price increases, easing the previously bearish atmosphere downstream; At the cost level, the raw material methanol continues to fluctuate at a high level in the short term.
As for industrial silicon, large factories in Xinjiang have maintained stable production, while manufacturers in Ningxia, Inner Mongolia, and other places have seen an increase in inventory accumulation, and the overall supply of goods is still in a surplus state. With the downward trend in market prices, there has been a certain increase in futures and spot trading volume, but from a medium-term perspective, demand is still showing a contraction trend. According to the research results of the market sample, 70% of industrial customers believe that the industrial silicon market will maintain a weak and volatile pattern in the short term.