IDC data shows that it is expected that the global shipment of humanoid robots will exceed 510000 units by 2030, with a compound annual growth rate of nearly 95%. With the upgrading of ontology technology, exploration of application value, co construction of industrial ecology, and continuous improvement of business models, future industry competition will focus on the delivery of application capabilities and commercial value.
Wednesday (April 22) Organic Silicon Market Observation: 107 Rubber Cost Support and Supply Contraction Resonance, Silicone Rubber Stable and Upward in High Level Game
In late April 2026, the organic silicon market continued to operate in a relatively strong trend, supported by both supply contraction and cost strengthening. Entering Wednesday, the overall market remained stable, with most individual factories' pre-sale orders scheduled until early May, and strong reluctance to sell DMC and other products. Today, two major monomer factories in Zhejiang have once again raised their DMC quotations by 200 yuan/ton, reporting 15200 yuan/ton. D4 and 107 rubber are simultaneously reported at 15500 yuan/ton, and raw rubber is reported at 16200 yuan/ton. Affected by the continuous closure of DMC by target enterprises in Shandong, the market's concerns about supply contraction and further cost increase have significantly increased, and the bullish sentiment in the middle and lower reaches has expanded.
On the cost side, the methanol market has recently shown a high-level decline trend. On April 21st, the main methanol futures contract MA2609 closed at 2824 yuan/ton, a decrease of 1.05% from the previous trading day. The focus of spot prices also shifted downwards. Yulin Yankuang's methanol was fully traded at 2660 yuan/ton, and Hebi Coal Chemical's 600000 tons/year methanol plant was shut down for maintenance in the evening, with a planned duration of about a month. However, according to Business News Agency on April 20th, multiple large methanol plants in Iran, including Sabalan, Kimiya, Bushehr, Marjan, and ZPC, have completely shut down, with a total annual production capacity of about 8.25 million tons, accounting for an important share of global supply. The interruption of import supply will significantly reduce the supply in the spot market. At the same time, the geopolitical situation is fluctuating, and there are still variables regarding navigation in the Strait of Hormuz. The uncertainty of methanol imports continues to provide potential support for the market. In terms of industrial silicon, the weak supply-demand pattern in the market continues, and the cost transmission to DMC is relatively mild, leading to a cautious mentality among large investors to replenish their inventory. As of April 21st, the quotation for East China 421 # organic silicon special silicon is 9300-9600 yuan/ton, and the role of industrial silicon in promoting DMC is limited.
On the supply side, the overall operating rate of the industry remains between 65% and 67%, with individual factories producing according to orders and limited output. Coupled with the incomplete recovery of maintenance equipment, the tight circulation pattern is difficult to reverse in the short term. Some individual factories in East China have recently increased their prices by another 200 yuan/ton, and the DMC quotation has risen to 15200 yuan/ton. The continuous closure of DMC by individual factories in Shandong has further intensified market concerns about supply gaps. On the demand side, although downstream orders have weakened and the price of raw material methanol has fallen from a high level, some demanders have maintained a wait-and-see attitude. The performance of new orders is average, but the low-priced inventory in the early stage is gradually being digested, and the pace of essential procurement has accelerated. The acceptance of high prices is gradually increasing.
In terms of 107 glue, the focus of transactions has steadily shifted upwards, and mainstream manufacturers continue to adopt a high price strategy. As of April 21st, the mainstream market price of 107 glue remains at 15200-15600 yuan/ton, and the transaction price has been firmly above 15000 yuan/ton across the board. According to multiple individual factories, DMC products are mainly for personal use, and the proportion of 107 glue production lines continues to increase. The production schedule for pre-sale orders has been extended to early May. In recent times, some 107 adhesive units in central China have reduced their load operation, and the supply side has tightened synchronously.
From the perspective of downstream demand structure, silicone adhesive, electronic adhesive, and photovoltaic adhesive manufacturers in the fields of building sealing, electronic packaging, new energy vehicles, and photovoltaic modules are nearing the end of inventory digestion. Downstream acceptance of high priced products has significantly increased, and rigid demand procurement is steadily following up. At the same time, international giant Shinetsu Chemical announced a global price increase of over 10% for silicone products starting from May 1st, further consolidating the bullish sentiment in the domestic market. With the marginal improvement brought by the new real estate policies and the steady demand in the photovoltaic field, the 107 rubber market is gradually getting rid of the situation of "having value but no market" and turning to a stable price upward channel supported by actual orders. The market transaction activity has significantly rebounded compared to the previous period.
The current 107 rubber market has formed a triple support loop of "cost supply demand", and a stable upward trend has become a short-term deterministic trend. However, there are still concerns about the sustainability of this trend: the "slow pace" of terminal recovery and the "cost sensitivity" of small and medium-sized enterprises pose constraints, and market procurement behavior is still mainly based on the conservative strategy of "on-demand batching", without forming a "resonance effect" of concentrated volume expansion. The core variable for the subsequent market lies in whether demand can break through the current bottleneck - if individual factories increase their emission reduction policies, methanol prices remain high, and the downstream replenishment pace exceeds expectations, prices may experience a phase of accelerated rise; On the contrary, if the terminal carrying capacity is insufficient, the market may maintain a moderate pattern of "small steps and slow rise". Overall, the DMC market is mainly stable, while 107 rubber continues to show a strong trend under the support of rigid demand.