Entering the middle of the year, the organic silicon market presents a stable, medium to small growth pattern. Looking back at last week, on May 9th, the industry conference clarified the adjustment strategy: maintaining a 35% reduction in operating costs, while the DMC transaction price was raised to 15000 yuan/ton (net water), and the prices of products such as 107 rubber and raw rubber also slightly increased by 200-300. At present, the continuous contraction of supply and sufficient pre-sale orders provide strong support for the upstream, but the demand side faces resistance in keeping up with the rise. Therefore, the current round of price adjustment by individual factories adopts the strategy of "stabilizing small and medium price increases" to give the downstream appropriate room for replenishment. On the demand side, due to the average conversion of high priced orders, the main and auxiliary materials are rising synchronously, and the high costs are putting significant pressure on the profits of small and medium-sized enterprises. In addition, some companies have already stocked up in advance, and if the raw materials arrive smoothly at the warehouse, they can support until the end of the month or mid June. At the same time, considering May and June as the off-season for the industry, the pace of "stabilizing small and medium-sized growth" this time is more conducive to downstream digestion while maintaining the upward fundamentals of the industrial chain. Overall, the signal released at this meeting is clear and positive: price increases are restrained but the direction is clear, and emissions reductions are increased but coordinated. Beneficial for the formation of stable price expectations upstream and downstream, and jointly promoting the healthy repair of the entire industry chain price system.