In the first week after the holiday, individual factories continued to implement the strategy of controlling quantity and reluctance to sell, coupled with sufficient pre-sale orders, the overall inventory of the enterprise was at a low level, and there was sufficient confidence in price increases. From the supply side, the Zhangjiagang plant has restarted operation, and the industry's operating rate has increased to around 72%. However, the current DMC spot circulation of mainstream individual factories in China is still tight, and the actual transaction focus is upward. In addition, the collaborative signals released by upstream industry conferences have further strengthened the bullish expectations of midstream and downstream enterprises, and effectively stimulated the enthusiasm of downstream enterprises for essential procurement. As far as we know, in the past two days, most midstream and downstream enterprises are actively increasing their inventory, and the current raw material stocking volume can basically support until the end of May, and some enterprises can even maintain production until mid June. The steady follow-up on the demand side resonates with the continuous tightening on the supply side. The single factory has received orders smoothly, and pre-sale orders have generally been scheduled until June. Meanwhile, yesterday, due to the sudden news of industrial silicon, the transaction price of 421 # metallic silicon was raised, and the fundamentals of the organic silicon market still show an optimistic trend. Looking ahead to May, organosilicon will have a strong start. The signal of further increase released at today's industry conference, coupled with the structural support of low inventory and high orders, is expected to result in a slight upward trend in the price of organic silicon in the short term. However, it should be noted that the downstream pursuit of high sentiment has already been released to some extent, and the sustainability and strength of the subsequent increase still need to closely monitor the substantive follow-up of terminal demand.
As of May 8th: DMC mainstream quotation is 14700-15500 yuan/ton; The quotation for chemical grade 421 # metal silicon on the raw material side is 9450-10000 yuan/ton, with a weekly increase of 150 yuan;
In terms of operating rate: After the holiday, the overall operating rate of individual factories increased to around 72%, and the Zhangjiagang plant resumed operation at the beginning of the month; However, in the second half of the year, a mainstream large factory in East China plans to shut down for maintenance, leading to reduced production in the industry. The pattern of equipment maintenance may still be maintained, and the specific emission reduction plan for May will focus on the results of today's meeting.
In April 2026, the Qingdao Intermediate People's Court announced multiple infringement cases in the second instance, ordering the infringing party to immediately stop producing and selling counterfeit products, change the company name, terminate unfair competition behavior, and compensate Wacker for economic losses and reasonable expenses totaling 185000 yuan. The judgment has now come into effect.
For acts of trademark infringement or unfair competition, Wacker stated that they will be held accountable in accordance with the law and will not tolerate them. At the same time, consumers are reminded to identify the genuine WACKER logo, purchase through official authorized channels, scan the code promptly after purchase to verify authenticity, and jointly resist the production and sale of counterfeit goods, protecting their own consumer rights.