Recently, the domestic silicone market has experienced a strong rebound, with major leading companies raising their product prices, driving up prices for major categories such as DMC, silicone oil, 107 glue, and raw rubber. Among them, the ex factory price of DMC from a large single factory in Shandong has surged by 1300 yuan/ton, becoming the focus of market attention.

This price increase is the result of coordinated price adjustments by top enterprises. According to sources close to top companies, this round of price adjustments is mainly based on the expectation of improving supply and demand patterns, aiming to release the signal of "starting the third round of price adjustments at the right time based on downstream order heat" to stimulate market stocking anxiety. With the gradual recovery of downstream photovoltaic, new energy and other fields, as well as the arrival of traditional peak seasons, the demand for organic silicon continues to grow. On the supply side, there is a tightening trend due to factors such as reduced production and maintenance by some enterprises, and low inventory levels.
In terms of cost support, the stabilization of industrial silicon and other raw material prices provides strong support for the price of organic silicon. Industry insiders pointed out that the current price of organic silicon has fallen to a nearly three-year low, and the expansion of the industry's loss area has forced production capacity to be cleared. And this round of price increase marks that the market has bottomed out and rebounded, and the industry will usher in new development opportunities. In the future, with the global transition to green energy and the upgrading of China's high-end manufacturing industry, the consumption of organic silicon is expected to continue to grow.