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Changes in supply and demand patterns drive up prices in the silicone market

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This week, the domestic organic silicon market experienced a long-awaited general rise. Affected by changes in supply and demand patterns, DMC、 The prices of major categories such as silicone oil, 107 glue, and raw rubber have rebounded across the board, with cumulative increases generally exceeding 1000 yuan/ton. Among them, the ex factory price of DMC from a large single company in Shandong has surged by 1300 yuan/ton, becoming the leader in the market's upward trend.

On the demand side, with the 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 addition, multiple companies have joined the production reduction sequence, further tightening market supply.
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 believe that this round of price increases marks a bottoming out and rebound in the market, 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, driving market prices further up.

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