Can't bear it! DMC is diving again! DMC prices continued to decline in July, with a further drop of 100 yuan/ton yesterday. The cumulative decline in the first half of the year reached 14.5%, but prices in Xinjiang and Jiangxi factories continued to stabilize in the short term. After a period of stable prices in the spot market, prices began to decline slightly by 100-200 yuan/ton this week. The lowest transaction price for DMC approached 13000 yuan/ton, while the highest transaction price remained at 13900 yuan/ton. The transaction prices for other brands ranged from 13300 to 13600 yuan/ton. The price of 421 # metal silicon on the raw material side is 12800-13400 yuan/ton, with some brands falling by 100 yuan. The si2409 contract on the futures market is reported at 10275 yuan/ton, a drop of 340 yuan. The industry believes that the release of new production capacity within the year will continue, with the 400000 ton production capacity in Luxi entering the final stage before trial production. At present, the market has not yet entered the bottom building stage, and downstream companies are still waiting to enter the market. Overcapacity is the core factor dragging down the current DMC trend.
The DMC market has been digested and sorted out, and the inventory of cracking enterprises is gradually being digested. The off-season effect of the market is significant, and the supply of market goods is relatively abundant. Some operators have lowered their trading focus due to reasons such as capital turnover and bearish demand. Due to the lack of favorable market demand and weak downstream purchasing performance, the mainstream market price is 12300-12700 yuan/ton, a decrease of 50 yuan/ton. The overall performance of the cracking material market is relatively sluggish, and some cracking enterprises continue to suffer losses.

Many industry experts believe that in the current pattern of the silicone industry, major silicone brand enterprises have unique independent labels. They not only build a comprehensive chain from manufacturing to promotion, sales to after-sales service, but also solidify their leading position in the market. Therefore, the market share of organosilicon is mainly occupied by these brand enterprises. However, in the fiercely competitive silicone market, numerous silicone companies coexist, and various competitive methods such as services, prices, and promotional strategies are intertwined, resulting in a clear polarization trend in the market. In the face of such an environment, developing small and medium-sized organic silicon enterprises should not rely solely on price wars, but should cleverly use price strategies to expand the market penetration of their products, and through this approach, make demanders deeply feel the quality of their products, thereby promoting brand building. For silicone enterprises, brand and corporate growth are mutually reinforcing. With the continuous development of enterprises, the advantages brought by brands will become increasingly significant. The brand awareness not only earns the high trust and loyalty of distributors and demanders for the enterprise, but also enables the enterprise to effectively invest profits into the design and research and development of its products, thereby accelerating product updates, achieving a steady increase in sales prices, and further promoting the development and growth of the brand.
Chinese electric vehicle manufacturer Jike is actively considering producing its models in Europe. For localization work in Europe, Jike is no longer just in the brewing stage. Previously, the European Union announced the imposition of temporary tariffs on electric vehicles imported from China, not only for Chinese domestic brands such as BYD and Jike, but also for models produced and exported by European car companies in China. If Chinese brands want to bypass EU tariffs, they must produce in EU countries. In fact, if Jike really wants to advance its European production and localization plans, the brand can utilize Geely's existing factories in Europe (Volvo Europe factory).

Maxell, a large Japanese battery company, will start mass producing all solid state batteries for industrial equipment as early as 2026. Compared to traditional lithium-ion batteries, all solid state batteries have a lower risk of fire. McCell has selected a factory located in Kyoto Prefecture as a candidate site to build a production line there. Mainly producing cylindrical batteries with a diameter of about 23 millimeters and a height of about 27 millimeters. The battery capacity is 200mAh, which is 25 times larger than the square battery that will be mass-produced starting from June 2023. This product has changed the electrode structure and used highly sealed packaging materials. Capable of withstanding temperatures up to 125 degrees Celsius.
Suzano, a global large-scale commodity pulp producer, announced the official launch of its new factory located in Ribas sur Pardo, Mato Grosso do Sul, Brazil. The factory has the world's largest single line wood pulp production line, marking the successful completion of one of the largest private investment projects in Brazilian history. The annual production capacity of eucalyptus pulp in this advanced factory is 2.55 million tons, which can increase the total annual production capacity of Shuzan Eucalyptus by more than 20%, reaching 13.5 million tons. The total investment in the factory is 22.2 billion Brazilian reals (approximately 4.3 billion US dollars), of which 15.9 billion Brazilian reals are used for factory construction and 6.3 billion Brazilian reals are used for planting base construction and wood pulp product distribution.