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 ex factory price of DMC (dimethyl dichlorosilane) from 300 yuan/ton to 13500 yuan/ton. After adding shipping costs, the actual delivered price has reached 14000-14200 yuan/ton. The price difference with mainstream freight quotes in East and Central China has narrowed to less than 300 yuan/ton, and the regional price system is becoming more consistent.

Industry insiders analyze that by narrowing the regional price difference, it can effectively weaken the arbitrage space and force mid to downstream enterprises to accept the reality of high prices. At present, 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 pricing has been further strengthened. At the same time, several first tier individual enterprises have collectively raised their product quotations, DMC、 The prices of major categories such as silicone oil, 107 glue, and raw rubber have shown a rebound trend across the board.
According to statistics, the cumulative increase of these major categories after the holiday generally exceeded 1000 yuan/ton, with a DMC increase of up to 1300 yuan/ton in a large single factory in Shandong. Leading enterprises have also actively followed suit, raising the DMC ex factory price to 14300 yuan/ton and launching a "daily pricing" model to flexibly adjust spot trading volume based on daily order signing.
Despite the price rebound, the willingness of mid to downstream demand side enterprises to receive goods remains cautious. They mainly consume low-priced inventory in the early stage, and speculative stocking has not yet been released. However, as the existing low-priced raw material inventory downstream is expected to bottom out within 2-3 weeks, if production cuts continue, mid March may trigger a concentrated replenishment market in the middle and lower reaches.