Recently, the domestic DMC market has experienced a wave of price increases, with the average market price rapidly rising to 12900 yuan/ton, an increase of 150 yuan/ton from the previous day. This price increase trend has already begun to emerge during the early trading period, and most individual manufacturers have adopted a closing strategy, signaling that the market is about to raise prices. The main manufacturers in Shandong took the lead and the transaction price directly increased by 100 yuan/ton.

In the afternoon, the market situation further clarified, and various enterprises restarted their quotation mechanisms, with prices generally raised to 13500 yuan/ton. 107 glue and raw glue followed closely behind, with prices also rising by 500 yuan. Faced with this wave of price increases, downstream market participants have generally adopted a wait-and-see attitude, and the high price range lacks effective transaction support. However, this has also stimulated the inquiry activity of downstream enterprises, and the market atmosphere has gradually become more active.
On the raw material side, the market for the main raw material, silicon metal, continued to fluctuate weakly and did not have a significant impact on the market. On the supply side, individual factories have a strong stance on raising prices, providing strong support for market prices. On the demand side, with the increasing activity of downstream enterprises' inquiries, the supply and demand sides have entered a fierce game state, and market optimism is gradually emerging.
At the same time, good news came from Xiaolan Town in Zhongshan, Guangdong. After the 2025 High Quality Development Conference, Xiaolan Town held a concentrated groundbreaking ceremony for major projects in the first quarter of 2025. As one of the outstanding projects in the high-end silicone new material research and development production base of Lansheng, it has officially announced the centralized construction of the project. The project covers an area of 30 acres with a planned total investment of 250 million yuan. It will introduce internationally advanced research and development, production, and testing equipment, establish an efficient research and development center and production base, and achieve digital and intelligent production management.
Liu Shihe, Chairman of Lansheng Technology, stated that the Lansheng project is the second project developed by the company in Zhongshan. It took less than half a year from intention negotiation, listing for sale to land acquisition and construction, fully demonstrating the pragmatic service concept and good business environment of the local government and party committee. The project is expected to be capped at the end of this year and put into trial production in the second half of 2026. After reaching full capacity, the annual output value can reach 400 million yuan, and the annual tax revenue will exceed 20 million yuan. This will help enterprises accelerate the research and application of high-end organic silicon new materials, achieving new breakthroughs in multiple fields.