Organic silicon collective strong outbreak! On February 20th, the organic silicon concept stocks in the A-share market experienced strong fluctuations, with Yuanxiang New Materials, Silicon Treasure Technology, and Hongbai New Materials rising sharply! Dongyue Silicon Materials, Runhe Materials, Chengguang New Materials, Huitian New Materials, etc. also performed outstandingly! The vigorous upward trend on the market complements the current organic silicon market, which is experiencing a pullback, and is expected to further boost market confidence.

The collective upward trend of the organic silicon sector has attracted widespread attention from investors due to the outbreak of this market trend. In terms of core driving factors, AI companion robots have arrived to accompany the growth of demand! With the continuous breakthrough of AI technology, natural language processing, image recognition and other technologies are becoming increasingly mature, enabling robots to better interact with humans and endowing AI companion robots with powerful intelligent interaction. Silicone, with its excellent properties, has become one of the widely used materials for electronic "skin" and joint sealing components of humanoid robots. According to the industry analysis report, in 2023, China's humanoid robot industry will enter an outbreak period, with the industrial scale growing to 3.91 billion yuan, up 85.7% year on year; It is expected that the humanoid robot industry will continue to grow at a high speed in 2025, and the scale of China's humanoid robot industry will exceed 20 billion yuan in 2026.
Today, DMC is experiencing its second wave of price increases. As individual factories continue to reduce their losses and the peak demand season for gold, silver, and silver is approaching, short-term gains are difficult to stop. Yesterday, some individual factories in the north were closed, and we plan to start the second wave of formal price increases today. Whether DMC will break through 14000 or slightly increase by 200-300, we will wait and see together!
The market for precipitated white carbon black: On the raw material side, the supply of sulfuric acid has decreased recently, and the supply of sulfuric acid in some areas is tight. The price of new orders has slightly increased, and the overall quotation is firm; In terms of soda ash, due to stable downstream market demand and the predominance of essential purchases, the market trend has remained relatively stable. This week, the prices for light and heavy alkali remain at 1050-1750 yuan/ton. The cost support is good, and the demand side is also showing signs of improvement. Yesterday, under the expectation of demand for silicone rubber and AI robots, Yuanxiang New Materials' stock hit the limit up board! According to the performance announcement released on January 20th, Yuanxiang New Materials expects a net profit of 46 million to 52 million yuan in 2024, a year-on-year increase of 33.69% to 51.13%; During the reporting period, the company's main product, nano silica, sold approximately 80000 tons, a year-on-year increase of approximately 26%. At present, the market price of precipitated white carbon black for silicone rubber remains stable at 6300-7000 yuan/ton, and is expected to continue stable operation in the short term.