This week, the domestic organic silicon market experienced a long-awaited general rise. A large single unit factory in Shandong has once again raised the DMC ex factory price to 13500 yuan/ton. After adding shipping costs, the actual delivered price has approached the mainstream quotation in East and Central China, and the regional price system is becoming flatter. The industry believes that by narrowing the regional price difference, this price increase has forced the middle and lower reaches to accept the reality of high prices.

With multiple first tier individual enterprises collectively raising their product quotations, DMC、 The prices of major categories such as silicone oil, 107 glue, and raw rubber have rebounded across the board. After the holiday, the cumulative increase generally exceeded 1000 yuan/ton, and the DMC increase of Shandong's major factories was as high as 1300 yuan/ton. The latest ex factory price of DMC, a leading enterprise, has been raised to 14300 yuan/ton, and some large factories have started the "daily pricing" mode.
Demand side repair and supply side tightening have become the main driving factors for this round of price increases. The demand for downstream photovoltaics, new energy and other fields has rebounded, coupled with the launch of traditional peak season stocking, driving the growth of organic silicon consumption. At the same time, some companies' early load reduction operations led to low inventory levels, and the industry reduced production and tightened maintenance. Last week, the DMC production in the industry dropped significantly. In addition, the stabilization of raw material prices has further solidified the bottom line of organic silicon costs.