As the Spring Festival holiday approaches, downstream organic silicon enterprises have entered a period of rest and recuperation. Guangdong industry giant Mr. Li stated that most downstream companies have already ended production last week, and the holiday period is concentrated from January 18th to 21st. In terms of price, as of January 19th, DMC、 The prices of raw rubber, 107 rubber, silicone oil and other products remain stable, with the mainstream spot price of DMC ranging from 12800-13700 yuan/ton. On the supply side, top integrated enterprises maintain high operating rates to attract demand for their own products.
At the same time, 2024 is seen as the first year of commercialization for humanoid robots, with global tech giants laying out their presence and startups emerging like mushrooms after rain. It is predicted that the market size of humanoid robots will grow significantly, and the silicone industry will also usher in new development opportunities as a result. Empowered by AI technology, the adult toy industry chain is undergoing revolutionary changes, with significantly increased value and profit models.
In terms of individual equipment, the operating rate of first-line individual enterprises remained high this week, and the overall supply of the industry was tight and balanced. In the future, with the continuous development of humanoid robots and AI adult toy markets, the silicone industry will usher in a broader market prospect.