On February 20th, organic silicon concept stocks in the A-share market saw strong performance, with stocks such as Yuanxiang New Materials, Silicon Treasure Technology, and Hongbai New Materials soaring. This surge not only sparked market enthusiasm, but also reflected the strong demand in the current silicone market.
The surge in the organic silicon market is not accidental. Recently, with the continuous breakthrough of AI technology, the market demand for AI companion robots continues to rise. These robots require a large amount of silicone materials, such as electronic "skin" and joint sealing components. Silicone, with its excellent properties, has become one of the important materials in the humanoid robot industry.

According to the industry analysis report, China's humanoid robot industry will enter an outbreak period in 2023, and the industrial scale is expected to grow to 3.91 billion yuan, with a year-on-year growth of 85.7%. This growth trend not only brings huge demand to the silicone market, but also provides strong impetus for the overall development of the silicone industry.
In addition, with the arrival of the peak demand season for gold, silver, and silicon, individual factories have begun to deeply reduce their burdens, and the supply of organic silicon products such as DMC is becoming tighter. The change in supply and demand has further driven up the price of organic silicon. Yesterday, some individual factories in the north have already closed down, and we plan to officially start the second wave of price increases today.