A year-on-year decrease of 8.55%. The average listing price of second-hand residential properties in Shanghai, a core city, has increased month on month, ending the previous 33 month downward trend.
Entering Thursday, the overall trend of the silicone market remained stable, with no significant fluctuations in supply and demand fundamentals. As of April 22, the mainstream product quotation range is: DMC 14800-15600 yuan/ton, silicone oil 16000-16600 yuan/ton, 107 rubber 15000-15500 yuan/ton, and raw rubber 15500-16100 yuan/ton. The major domestic production enterprises have stable equipment operation, and the market supply maintains a tight balance. Downstream demand is still mainly driven by immediate needs, and there is a lack of willingness to stockpile goods on a large scale. The focus of negotiations remains stable. The possibility of significant price fluctuations in the short term is low, and the market is likely to continue to operate steadily.
It is worth noting that since March, the prices of organic silicon in Hesheng and Xingfa have been comprehensively raised, and yesterday Xingfa DMC and other prices rose by another 300. According to the online monitoring of Silicon Cloud, the organic silicon market showed a strong operating pattern in late April, with the core characteristics of tight supply balance and rigid demand dominance. On the cost side, as of April 21st, the price of 421 # industrial silicon for organosilicon remained at 9200-9400 yuan/ton, coupled with the high volatility of methanol prices, which provided certain cost support for organosilicon products. The overall supply side is tight, with an industry operating rate of about 65%, which constrains market supply. There has been an increase in equipment maintenance in North China, Jiangsu and Zhejiang provinces, and some individual factories have reduced their production loads. In addition, the industry's self regulatory emission reduction policies continued to be implemented from March to May, resulting in a contraction in overall supply.
At present, orders from multiple individual factories have been scheduled until the end of April or early May, and spot circulation is tight. The slowdown in logistics pace in some regions further exacerbates this pattern. At the same time, some enterprises' DMC is mainly for personal use, and the market's reluctance to sell has increased. The demand side performance is relatively stable, while the downstream mainly focuses on digesting inventory and replenishing on demand. Under the traditional background of "gold, silver, and four", the demand in the construction industry is marginally recovering, while the demand in the textile and rubber industries remains stable; The continuous release of demand in fields such as photovoltaics and new energy vehicles provides support for silicone oil and rubber. In terms of inventory, the industry as a whole is relatively low, and companies have a strong willingness to raise prices. Some individual factories have experienced a phenomenon of closing down and reluctance to sell due to sufficient pre-sale orders.
In terms of specific products, as of April 21st, the mainstream quotation for DMC is 14500-15200 yuan/ton. Downstream rigid demand procurement is stable, and manufacturers have a clear willingness to raise prices, with prices steadily rising; The 107 rubber market maintains a high and strong operation, with mainstream prices ranging from 15000 to 15500 yuan/ton. Supported by DMC's high prices, downstream demand follows suit, resulting in a tight balance between supply and demand; The silicone oil market continues to show a strong trend, with mainstream domestic methyl silicone oil prices ranging from 16000 to 17000 yuan/ton. Demand in new energy, textiles, photovoltaics, and other fields is stable, and downstream acceptance of current prices is still acceptable. The industry inventory is low, and there is reluctance to sell; The mainstream quotation for raw rubber is 15500-16200 yuan/ton, supported by high raw material costs, coupled with tight production, tight spot circulation, and stable demand in the fields of new energy and photovoltaics, the price is stable with some increase. Overall, under the combined effect of cost support and tight supply, the silicone market may maintain a high volatility in the short term, and the tight supply situation is difficult to significantly alleviate.
The CHINAPLAS 2026 International Rubber and Plastic Exhibition will be held from April 21st to 24th at the Shanghai National Convention and Exhibition Center (Hongqiao), with nearly 20 silicone companies participating, injecting new vitality into the rubber and plastic industry. Currently, China's manufacturing industry is accelerating towards high-end, intelligent, and green development, with high growth emerging tracks such as low altitude economy, humanoid robots, new energy vehicles, energy storage, and high-end healthcare thriving. Organic silicon new materials, with their excellent properties such as high and low temperature resistance, biocompatibility, and electrical insulation, are becoming the core material "key" to leverage these emerging fields. At this exhibition, multiple organic silicon companies launched innovative solutions for high growth tracks, becoming one of the most eye-catching highlights in the materials exhibition area. In addition, the medical polymer materials sector has also been comprehensively upgraded at this exhibition, presenting advanced material solutions that comply with international certification standards such as ISO 10993, USP Class VI, FDA, REACH, etc. Organosilicon occupies an important position among them.
Overall, at this year's CHINAPLAS 2026 International Rubber and Plastic Exhibition, organic silicon enterprises further demonstrated the key supporting role of organic silicon new materials in empowering the rubber and plastic industry to transform towards intelligent, green, and high-end directions through diversified innovative product displays, opening up broader space for the expansion of the organic silicon industry in the field of terminal applications.