On February 20th, the organic silicon concept stocks in the A-share market experienced a strong anomaly, with multiple related stocks rising sharply, among which Yuanxiang New Materials, Silicon Treasure Technology, and Hongbai New Materials saw particularly significant gains. At the same time, stocks such as Dongyue Silicon Materials, Runhe Materials, Chengguang New Materials, and Huitian New Materials also performed well, showing a collective upward trend overall.

This wave of upward trend is not accidental, but closely related to the current organic silicon market that is experiencing a pullback. Recently, the demand for silicone materials in the market has been strong, especially driven by emerging fields such as AI companion robots. Silicone has become one of the widely used materials due to its excellent properties. With the continuous breakthroughs in AI technology, natural language processing and image recognition technologies are becoming increasingly mature, enabling robots to better interact with humans and endowing AI companion robots with powerful intelligent interaction capabilities.
As one of the important application areas of AI technology, the market size of humanoid robots has rapidly expanded in recent years. According to the industry analysis report, in 2023, China's humanoid robot industry entered an outbreak period, with the industrial scale growing to 3.91 billion yuan, up 85.7% year on year. It is expected that in the next few years, the humanoid robot industry will continue to grow at a high speed. By 2026, the scale of China's humanoid robot industry will exceed 20 billion yuan. This huge market demand has brought tremendous development opportunities for the organic silicon materials industry.
Against the backdrop of strong market demand, the price of organic silicon materials is also showing an upward trend. Today, DMC (Dimethyl Cyclosiloxane) has experienced its second wave of price increases. With the deepening of load reduction by individual factories and the arrival of the peak demand season for gold, silver, and gold, the short-term upward trend is difficult to stop. Yesterday, some individual factories in the north have already closed down, and we plan to officially start the second wave of price increases today. How will the price trend of DMC break through the 14000 yuan mark or slightly increase by 200-300 yuan? The market is full of expectations.