Recently, the silicone adhesive market has experienced a wave of price increases, with several leading silicone adhesive companies confirming product price increases of up to 5-10%. At the same time, the spot price of DMC also rose to over 14000 yuan/ton, setting a new high. Behind this wave of price hikes is the deep-seated reason for the mismatch between market supply and demand.
From the demand side, although it is approaching the traditional production and sales peak season in March, the actual purchasing momentum downstream has not been significantly released, and the market has a strong wait-and-see atmosphere. Most midstream processing enterprises have completed their raw material reserves before mid month, with limited acceptance of current high priced sources, and have entered the inventory digestion cycle instead. This seasonal difference has led to insufficient support from the demand side for the price of silicone adhesive.

On the supply side, the pre-sale orders for DMC from major individual factories have been scheduled for 10-15 days. The mainstream transaction price in Shandong region remains stable at 13500 yuan/ton, while the quotes from manufacturers in Jiangsu, Zhejiang, and Southwest regions remain in the range of 14000-14300 yuan/ton. This structural tension is mainly due to the early depletion of market demand elasticity caused by the early stocking cycle, as well as the transfer of inventory to the channel due to the maintenance of low load operation of individual units.
Looking ahead, considering the supportive effect of current order stock on prices, it is expected that the DMC market will maintain a high consolidation trend in the short term. In the future, it is necessary to focus on the substantial demand release pace in the terminal field, especially in the areas of building sealants, silicone products, daily chemical products, and printing and dyeing, which will determine the future direction of the silicone adhesive market.