This week, the domestic organic silicon market experienced a long-awaited general rise, with a single factory in Shandong once again raising the DMC ex factory price by 300 yuan/ton to 13500 yuan/ton. After adding shipping costs, the actual delivered price is about 14000-14200 yuan/ton, narrowing the price difference from the mainstream freight inclusive quotation of 14300 yuan/ton in East and Central China to less than 300
yuan/ton, and the regional price system tends to flatten. The industry believes that by narrowing the regional price difference, the arbitrage space can be weakened, forcing the middle and lower reaches to accept the reality of high prices. At this point, the DMC market has formed a dual pricing logic of "upward gradient of ex factory prices+rigid support of freight costs", and the consensus on price increases has been further strengthened. Multiple first tier individual enterprises have collectively raised their product quotations, and the prices of major categories such as DMC (important organic silicon monomer), silicone oil, 107 glue, and raw rubber have rebounded across the board. The cumulative increase after the holiday has
generally exceeded 1000 yuan/ton, and the DMC price increase of Shandong's leading wind vane factory has reached 1300 yuan/ton. Monitoring data shows that the latest ex factory price of DMC, a leading enterprise, has been raised by 500 yuan/ton to 14300 yuan/ton this week. A large factory in East China has flexibly adjusted its spot quantity based on daily order signing and has launched a "daily pricing" mode. After the second round of price adjustments this week, the willingness of mid to downstream demand side enterprises to accept goods at high prices remains cautious, mainly consuming low-priced inventory below 13500 yuan/ton in the early stage, and speculative stocking has not yet increased. According to estimates, the existing low-priced raw material inventory downstream is expected to bottom out within 2-3 weeks. If production cuts continue, it may trigger a concentrated replenishment market in the middle and lower reaches in mid March.   
According to sources close to top companies, this round of price adjustments is mainly based on the expectation of improving supply and demand patterns, releasing the signal of "starting the third round of price adjustments at the right time based on downstream order heat", stimulating market stocking anxiety. Price rebound driving factors: demand side repair: downstream demand in photovoltaic, new
energy, construction and other fields is gradually recovering, coupled with the traditional peak season stocking of "golden three silver four", driving the growth of organic silicon consumption; Supply side tightening: Some companies have reduced their load operations in the early stage, resulting in low inventory levels. Coupled with industry production cuts and tightened maintenance, last week's DMC production in the industry dropped to 39800 tons, a 20% decrease from the same period in January (a decrease of 10000 tons), reaching the second lowest level of the year; The scope of production reduction has further expanded: the main facilities in Shandong, North China, and Central China have maintained a 20% -30% load reduction operation, and many enterprises in Southwest and Northwest China have officially joined the production reduction sequence.