With the arrival of Wednesday, the silicone market has once again become the focus of industry attention. Recently, the DMC (dimethyl cyclic siloxane) market has shown a strong upward trend, and the atmosphere of speculation is becoming increasingly intense. Despite active inquiries from some midstream and downstream enterprises, the price of organic silicon did not change yesterday, which still leaves them with doubts and hopes that the trend of DMC prices can be further clarified.
Under the influence of last week's DMC price increase, midstream and downstream enterprises have increased their procurement volume based on the mentality of "buying up instead of buying down". Although DMC prices have remained stable in recent days, the order schedule for individual factories is relatively optimistic and there is currently no inventory pressure. In addition, individual factories are implementing a phased reduction plan to lay the foundation for further price increases in the future.

From the market response, it can be seen that the order taking situation of midstream and downstream enterprises has also improved under the driving force of the upward trend. Some manufacturers have started to replenish their inventory based on the increase in order volume. Industry insiders predict that DMC will continue to operate at a high price this week, with a high probability of rising.
At the same time, the raw rubber market is also showing a stable price trend. DMC did not update the quotation this week, and the rubber factory mainly focuses on stabilizing the price, with the mainstream quotation remaining stable between 14500-14800 yuan/ton. On the supply side, some raw rubber units have followed the overall production reduction rhythm of individual factories and have reduced their burden. The leading factories have sufficient orders, and with the support of pre-sale orders, the pressure on the raw rubber supply side is not significant in the near future.
In terms of demand, with the gradual delivery of early orders from downstream enterprises, the current order volume has increased. Driven by the sustained upward trend, some rubber mixing enterprises have also increased their stocking actions. Some powerful enterprises have made early arrangements, with sufficient inventory and a cautious approach to chasing price increases and stocking up. However, they are optimistic about this round of upward trend, and if there is a significant increase in recent orders, it cannot be ruled out that there will be another wave of essential stocking at the end of the month.
Overall, the market has been suppressed by low prices for a long time, and both upstream and downstream have a strong willingness to improve. The market buying sentiment has formed a positive feedback, and it is expected that the price adjustment of raw rubber will continue to revolve around leading factories in the short term. Specific attention needs to be paid to the price adjustment strategies of individual factories in the next two days.