This week, the domestic silicone market experienced a comprehensive rebound. A major single unit manufacturer in Shandong has once again raised the DMC ex factory price, and after adding shipping costs, the actual delivered price has approached the mainstream quotes in East and Central China. This move marks the strengthening trend of flattening the regional price system.

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 all shown a significant upward trend. According to industry insiders, this round of price adjustments is mainly based on the expected improvement in the supply and demand pattern.
On the demand side, with the rapid development of downstream photovoltaic, new energy and other fields, the consumption of organic silicon continues to grow. At the same time, the arrival of the traditional peak season of "Golden Three and Silver Four" has also intensified the demand for market stocking. On the supply side, some companies' early load reduction operations have led to low inventory levels, and industry production cuts and maintenance have further tightened supply. In addition, the stabilization of raw material prices also provides cost support for the price of organic silicon.
Despite the price rebound, the willingness of midstream and downstream enterprises to receive goods remains cautious. They mainly consume low-priced inventory in the early stage, and speculative stocking has not yet emerged in large quantities. However, with the gradual depletion of inventory, it is expected that mid March may trigger a concentrated replenishment market in the middle and lower reaches.