The domestic DMC market has experienced frequent price fluctuations recently, with an average market price of 12900 yuan/ton, an increase of 150 yuan/ton from the previous day. This trend has already begun to emerge during the early trading period, with most individual manufacturers adopting a lock up strategy, indicating that the market is about to usher in a wave of price increases. The main manufacturers in Shandong were the first to respond, with transaction prices directly rising by 100 yuan/ton.
In the afternoon, the market quotation mechanism was restarted, and prices were generally raised to 13500 yuan/ton. The prices of 107 rubber and raw rubber also increased accordingly. Faced with this wave of price increases, downstream market participants generally adopt a wait-and-see attitude, and transactions in the high price range are relatively quiet. However, this has also driven the inquiry activity of downstream enterprises, and the market is gradually heating up.

On the raw material side, the main raw material silicon metal market is relatively stable and has not had a significant impact on the market. On the supply side, individual factories have a firm stance on raising prices, providing strong support for market prices. On the demand side, with the increasing activity of downstream enterprises in inquiry, both supply and demand sides have entered a game state, and the market atmosphere is gradually optimistic.
At the same time, exciting news came from Xiaolan Town in Zhongshan, Guangdong. After the 2025 High Quality Development Conference, Xiaolan Town held a major project groundbreaking ceremony. The highlight of the project is the development and production base for high-end silicone new materials at Lansheng, which has officially started construction. The project plans a total investment of 250 million yuan and will introduce internationally advanced equipment to create an efficient research and development center and production base.
Liu Shihe, Chairman of Lansheng Technology, stated that the Lansheng project is another important layout of the company in Zhongshan. From project negotiation to construction, it took a very short time, demonstrating the pragmatic style and good business environment of the local government. The project is expected to reach its peak by the end of the year and undergo trial production in the second half of 2026. After reaching its production capacity, the annual output value can reach 400 million yuan, and the annual tax revenue will exceed 20 million yuan. This will strongly promote the research and application of high-end organic silicon new materials by enterprises, and help multiple industries achieve innovative development.