This week, the domestic organic silicon market finally ushered in a long-awaited general upward trend. A large single unit factory in Shandong has once again raised the DMC ex factory price to 13500 yuan/ton, and after adding shipping costs, the actual delivered price has approached 14000-14200 yuan/ton. At the same time, the mainstream quotations in East and Central China are gradually converging, and the regional price system is becoming flatter. Industry insiders point out that by narrowing the regional price difference, it can effectively weaken the arbitrage space and encourage the middle and lower reaches to accept the reality of high prices.

Affected by this, DMC、 The prices of major categories such as silicone oil, 107 glue, and raw rubber have rebounded across the board, with a cumulative increase of over 1000 yuan/ton after the holiday. Especially for the leading wind vane manufacturers in Shandong, the DMC price has increased by as much as 1300 yuan/ton. Leading enterprises have successively increased their factory prices and launched a "daily pricing" model to adapt to market changes.
Although mid to downstream demand side enterprises are still cautious when receiving goods at high prices, the existing inventory of low-priced raw materials is expected to bottom out within 2-3 weeks. If the production reduction continues, mid March may trigger a concentrated replenishment market in the middle and lower reaches. In addition, this round of price adjustments is mainly based on the expectation of an improvement in the supply and demand pattern, releasing a signal to initiate the third round of price adjustments at an appropriate time, further stimulating market stocking anxiety.