As 2024 draws to a close, the intensity of market competition continues to escalate, and many individual enterprises still face numerous challenges while striving to achieve their annual sales targets. In the domestic market, the market share of foreign-funded enterprises is gradually shrinking, while domestic brands are becoming the dominant force in reshaping the market landscape with their thriving development and constantly innovative alternative technologies. In the individual field, the surge of "expansion" has significantly increased the intensity of market competition.
Standing at the junction of 2024 and 2025, looking back at the price fluctuations of the past year, the price of DMC on the individual end is like experiencing a thrilling roller coaster journey. It started from over 14000 yuan/ton at the beginning of the year, climbed all the way to a peak of over 16000 yuan/ton, and then fell back to a level of over 13000 yuan/ton due to the impact of capacity expansion. The prices of other individual products also followed suit and fell across the board.
However, in this wave of price reductions, niche organic silicon products stand out and rise against the trend. Especially for the ethylene based double head, its price has increased by as much as 33%, soaring from the lowest of 49500 yuan/ton this year to a high of 73000 to 78000 yuan/ton, becoming the "star of price increase" in the industry. Industry leaders emphasize that this is not just a simple increase in price, but also a reflection of the dual improvement of product quality and value.
Looking back at 2024, the organic silicon industry is booming. On the one hand, the launch of the silicone leather series is like a strong storm, opening up huge market demand space; On the other hand, domestic individual giants have increased their efforts in downstream industrial chain layout, sparking a frenzy of product line competition. Capital expenditures have significantly increased, and the process of integrating the industrial chain of individual enterprises continues to accelerate.
Looking ahead to the future, 2025 may witness a comprehensive explosion in the full terminal application of silicone leather. Several industry leaders predict that 2025 will be a crucial year for silicone leather to truly enter the mainstream market. Since Dow first launched the world's first silicone leather, after three years of deep market cultivation, leading domestic manufacturers such as Serkai, Xingfa, Xin'an, Zheng'an, and Silicon Treasure have also followed suit and launched a series of unique silicone leather products. Among them, Sailkai has emerged as a leader in the global field of organic silicon leather with its unique 100% organic silicon raw material coating technology.
In addition, with the continuous advancement of technology and the continuous expansion of the market, the application fields of organic silicon leather will also be further expanded. The home decoration and automotive industries are expected to become its most mainstream application scenarios. Under the promotion of the "trade in" policy, China's new energy vehicle market continues to heat up, and the penetration rate of silicone leather in the automotive interior field is expected to significantly increase.
In summary, the organic silicon industry will usher in new development opportunities and changes in 2025, and the rise of new tracks will present a more diversified trend.