On Tuesday, in response to the market news of leading companies raising the price of organic silicon, enterprise staff stated that the news is true. The company has raised the price of organic silicon by 300 yuan per ton. After the increase, DMC is reported at 14200 yuan/ton, D4 is reported at 14500 yuan/ton, raw rubber is up 700 yuan year-on-year, reported at 15000 yuan/ton, 107 rubber is reported at 14000 yuan/ton, methyl silicone oil is reported at 15500 yuan/ton, vinyl silicone oil is reported at 15700 yuan/ton, and methyl high hydrogen silicone oil is reported at 7000 yuan/ton. The industry believes that from a supply side perspective, it is crucial for top specialized factories to adjust their production scheduling strategies in the current inventory consumption. From the demand side, the downstream large-scale sector is in the stage of restructuring and clearing, with overall procurement balance and integrated large-scale order scheduling in progress.
Suddenly! Silicone adhesive is on the rise across the board! 107 glue has risen to 14500 yuan/ton. Currently, as the traditional construction adhesive market approaches saturation, silicone adhesive giants are scrambling to find opportunities to create next-generation applications. Dow stated that benefiting from the high growth of the global AI server market year by year and the continuous improvement of advanced packaging production capacity by major semiconductor factories, it is estimated that the sales of advanced packaging silicone adhesives will increase by more than 10% this year and are expected to exceed 20% by 2025. The global silicone adhesive industry chain has developed to a relatively mature stage, with clear division of labor among the various links in the industry chain from top to bottom. The links in the industry chain mainly include silicone adhesive research and development, silicone adhesive manufacturing, and silicone adhesive application testing. Looking ahead to the future, silicone adhesive, as the best downstream carrier for organic silicon mapping, has become a consensus in the industry chain trend, and industrial iteration is also accelerating; The downstream application scenarios are diverse, widely used in many fields such as building curtain walls, insulated glass, energy-saving doors and windows, prefabricated buildings, photovoltaic solar energy, automobile manufacturing, lithium batteries, electronic appliances, power anti-corrosion, ultra-high voltage transmission and transformation, rail transit, civil aviation, etc. The current price increase of silicone adhesive across the board fully reflects the previous pace of mass production, and the overall production capacity of functional silicone adhesive is at a relatively low level; The core application area that needs to be tracked in the future is the landing of orders in the silicone adhesive industry chain.
The market size of China's organic silicon industry is continuously expanding, and the development of the industry is showing initial results. The market size of the silicone industry has reached approximately 23.3 billion US dollars worldwide, demonstrating its important position in the global chemical and materials fields. In the global silicone market, China has become a major producer of silicone, with both production capacity and output showing an increasing trend. It is predicted that by 2024, the production capacity of polysiloxane in China will reach 2.828 million tons, the output will reach 2.295 million tons, and the consumption will reach 2.094 million tons. This growth trend is attributed to the sustained development of the Chinese economy and the continuous expansion of the application fields of organic silicon products, involving multiple industries such as construction, electronic appliances, industrial manufacturing, textiles, transportation, medical and health.