This week, the domestic organic silicon market experienced a long-awaited general rise. Affected by factors such as the improvement of supply and demand patterns and cost support, 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 factory in Shandong has surged by 1300 yuan/ton, attracting widespread market attention.

Behind this price increase is the acceleration of the industry's supply-demand rebalancing process. 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.

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.