The International Energy Agency stated that due to the near blockade of the Strait of Hormuz, countries have to compete for crude oil from increasingly tight supply pools, and global oil demand will shrink this year. This Paris based organization, composed of Western countries and their allies, currently expects global oil demand to decrease by 80000 barrels per day this year, compared to the previous expectation of an increase of 640000 barrels per day. The demand in the second quarter is expected to decline by 1.5 million barrels per day, the largest decline since the COVID-19 epidemic.
Thursday (April 16th) Organic Silicon Market Overview: Great Rise! In the first quarter, individual factories experienced a collective surge in performance, with a 35% reduction in emissions supporting the upward trend of the economy
With the acceleration of global manufacturing transformation, the organic silicon industry is entering a new cycle of prosperity after undergoing deep adjustments in the early stage. Recently, several listed organic silicon companies have released their first quarter performance forecasts intensively, showing a significant improvement in overall profitability and a strong growth trend of "not being weak in the off-season".
Dongyue Silicon Materials has released its first quarter financial report forecast, expecting to achieve a net profit attributable to the parent company of RMB 183 million to RMB 203 million, a significant increase of 397.02% to 451.34% year-on-year, achieving epic repairs. The company stated that since December 2025, due to the improvement of market environment and industry supply and demand pattern, the prices of major products in the silicone industry have risen and returned to a reasonable range. The gross profit margin of the company's products has significantly increased, coupled with refined management and internal potential tapping, the profitability has further strengthened.
According to the financial report announcement of Stellar Technology, it is expected that the net profit attributable to shareholders of the listed company in the first quarter will be 45 million yuan to 67.5 million yuan, an increase of 693.65% to 1090.48% year-on-year; The projected year-on-year increase in non recurring net profit is as high as 1817.53% to 2776.30%. During the reporting period, influenced by the improvement of market environment and industry supply and demand pattern, the prices of major products in the silicone industry steadily rebounded, and the gross profit of related products achieved a significant increase.
On the same day, Xin'an Corporation disclosed its financial report for the year 2025, with a total revenue of 14.7 billion yuan and a year-on-year increase of 185.69% in net profit attributable to the parent company. The company expects a net profit attributable to the parent company of RMB 90 million to RMB 100 million in the first quarter of 2026, an increase of 171.65% to 201.84% compared to the same period last year, continuing the high growth trend. The company stated that benefiting from the increase in the proportion of high gross profit products such as silicone terminals, the performance of overseas subsidiaries continues to grow, and the cost reduction and efficiency improvement effect of the entire chain is significant.
From the first quarter financial reports of listed companies in the industry chain, it can be seen that the industry has comprehensively turned losses into profits, with a significant increase in net profit. Industry expert Mr. Wu stated that after a deep adjustment, outdated production capacity has been cleared, industry concentration has increased, coupled with a mild recovery in raw material prices, and the profitability of the industry chain has been repaired. The industry has emerged from the bottom and entered a high prosperity channel.