Today, the market for organic silicon and related raw materials in the East China region showed a variety of price trends. The price of 421# metallic silicon is between 11,500 and 12,300 RMB/ton, with overall prices remaining stable. The price of DMC ranged from 12,500 to 13,500 RMB/ton, with the market average price reaching 12,744 RMB/ton, which is an increase of 144 RMB/ton compared to the previous working day, showing a clear upward trend. The prices of 107 rubber, raw rubber, mixed rubber, dimethylsilicone oil, and other products also varied across different price ranges. Methanol remains stable at 2,500 RMB/ton, while no quotation has been provided for chloromethane.
From the market trends, the rise in DMC prices has become the focal point. The growth in pre-sale orders from monomer factories has given them confidence to increase their order prices. However, downstream markets have been lukewarm toward high prices, with transactions being inactive at these elevated price levels. On the raw material side, while the price of metallic silicon has remained weak and stable, its steady price is crucial for cost control in the organic silicon industry chain. On the supply side, the increase in pre-sale orders for monomer factories indicates that there is a certain level of supply security. On the demand side, downstream enterprises are being more cautious in their purchases, only replenishing stock in small amounts when prices are lower, in order to control production costs.
Looking ahead to future price trends, there are numerous factors influencing the organic silicon market. From the supply side, there are no new production capacities expected to come online in the industry in 2025. After the industry experienced low profitability after 2022, the capacity expansion in 2024 is mainly from the previous cycle, with subsequent expansions temporarily halted. This has enhanced the price control ability of leading enterprises, and if they choose to raise prices, there is a higher possibility for organic silicon prices to increase. On the demand side, with the global economy gradually recovering post-pandemic, especially the demand for organic silicon driven by the construction and automotive industries, there could be a certain degree of price increase. However, the cost of raw materials is also a key factor—if prices for silica ore, methanol, and other raw materials fluctuate, the production costs of organic silicon will change accordingly, impacting its price. Additionally, changes in international trade policies, such as tariff adjustments and trade restrictions, as well as increasingly stringent environmental policies, could all affect the price trends of organic silicon.
It is important to note that the prices mentioned above are for reference only, and actual transactions should be based on the real-time quotations provided by enterprises.
