This week, the silicone adhesive market has seen a significant increase, with DMC (dimethyl cyclic siloxane) spot prices exceeding 14000 yuan/ton. Several leading silicone adhesive companies have announced product price increases, ranging from 5% to 10%. Behind this wave of price increases is the frequent occurrence of large orders from channel partners actively replenishing their inventory, indicating strong market expectations for silicone adhesive demand.

Channel partners play a core role in the increase of silicone adhesive sales and are highly sought after by enterprises. They not only become a key force in leading sales, but also have the potential to build a competitive moat for silicone adhesive companies, further promoting the industry's major reshuffle. Monitoring data shows that although the traditional production and sales peak season of March is approaching, the actual purchasing momentum downstream has not been significantly released, and the market has a strong wait-and-see atmosphere.
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 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 supply-demand mismatch is mainly caused by the early consumption of market demand elasticity due to the early stocking cycle, as well as inventory transfer caused by maintaining low load operation of individual units.
Considering the supportive effect of current order inventory 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 release pace of substantial demand in terminal fields such as building sealants, silicone products, daily chemical products, and printing and dyeing. These fields will be the key factors determining the trend of the silicone adhesive market.