This week, the domestic organic silicon market has experienced a significant surge, with prices of major categories rebounding significantly. Among them, a large single unit factory in Shandong has once again raised the DMC ex factory price, and the actual delivered price has approached a high level after adding shipping costs. The mainstream quotations in East and Central China are gradually converging, and the regional price system is becoming more consistent.

Industry insiders point out that this round of price increases is mainly based on the improvement of supply and demand patterns. On the demand side, the demand for downstream photovoltaic, new energy and other fields has rebounded, coupled with the traditional peak season stocking up, driving the growth of organic silicon consumption. On the supply side, some enterprises have reduced their load operations, resulting in low inventory levels, and industry production cuts and maintenance have also tightened supply.
In this context, the main facilities in Shandong, North China, and Central China continue to operate at reduced loads, and multiple enterprises in Southwest and Northwest China have joined the production reduction sequence. The industry's operating rate has significantly decreased, and the inventory cycle of mainstream individual factories has shortened. The tight supply of spot goods further supported the price increase. In addition, the stabilization of raw material prices such as industrial silicon has provided solid support for the cost of organic silicon.