The domestic DMC market price shows a stable to weak trend, with the current average market price of 13550 yuan/ton, a decrease of 400 yuan/ton from the previous working day. In terms of upstream raw materials, the price range of industrial silicon fluctuates, and the methanol market may operate steadily with a weak trend. The operating load of individual factories has decreased, but inventory pressure is high. Although individual factories have a strong willingness to take orders, downstream enterprises have a strong wait-and-see attitude and a bearish mentality continues. Although the maintenance of individual units has led to a decrease in production, the overall inventory of the enterprise is high, and the spot supply is still abundant. Downstream demand continues to be weak, and some silicone rubber product prices have loosened. The negative feedback of demand is still continuing, and downstream enterprises' bearish and price cutting sentiment towards DMC remains unchanged. Under the pressure of destocking, the focus of market negotiations has shifted downwards. It is expected that in the short term, the market price will mainly trend towards stable to moderate decline.
On the evening of July 8th, Dongyue Silicon Materials announced abnormal fluctuations in stock trading. The data shows that the company's stock has been trading for three consecutive trading days (July 6th to 8th), with a cumulative deviation of 41.30% from the closing price increase, indicating abnormal trading fluctuations.
In response to the sharp rise in stock price, the company has conducted self-examination and inquired with the controlling shareholder to verify that its recent production and operation situation is normal, and there have been no significant changes in the internal and external business environment. There are no major issues that should be disclosed but have not been disclosed. The company emphasizes that the controlling shareholder did not engage in buying or selling of the company's stocks during periods of abnormal volatility. In terms of performance, the company's previously disclosed semi annual performance forecast shows that the expected net profit attributable to the parent company in the first half of 2026 is 424 million to 444 million yuan, and the net profit after deducting non recurring expenses is 465 million to 485 million yuan. The company stated that there is currently no need to revise the performance forecast. The board of directors reminds investors to invest rationally and pay attention to risks.
Recently, the stock price of Tianci Materials, a leading lithium battery electrolyte company, has experienced a sharp decline. From the noon of July 6th to 9th, the company's stock price fell by 23.12%, and the total market value evaporated by about 24.6 billion yuan. In response to market rumors, the Secretary of Tianci Materials responded to Blue Whale News and explicitly denied claims such as "solid-state battery subversion theory" and "being kicked out by CATL". The market panic sentiment stems from the dissemination of a summary of the "Solid State Battery Technology Exchange Conference", which stated that solid-state batteries will completely replace electrolytes, causing sector sentiment to drop to freezing point, and multiple stocks such as Tianqi Lithium and Shengxin Lithium Energy fell to the limit down. The secretary of Tianci Materials stated that the increase in liquid batteries is still considerable, while the proportion of solid-state batteries is limited within the next five years, which is consistent with CATL's judgment. The Chairman of CATL, Zeng Yuqun, has previously publicly stated that the possibility of achieving a million vehicle scale for solid-state batteries before 2030 is very small. In addition, the termination of some private placement projects by the company and market concerns about changes in its cooperation with CATL have also exacerbated stock price fluctuations. The Secretary of the Board clarified that the company has a close cooperation relationship with CATL, and there has been no change in the shipment volume and proportion. For the termination of the project, the company stated that it is a stop loss measure based on the industry's supply and demand situation, aimed at focusing on advantageous production capacity, and the current business situation is good. Analysis suggests that this round of adjustment is actually a reshaping of the overall valuation of the lithium battery sector. With the resumption of lithium mining production and the implementation of new production capacity, market concerns about oversupply in the industry continue to rise, leading to significant short-term pressure on the sector.