On December 24, 2025, the organic silicon market reached a critical turning point. According to industry monitoring data, the price of methyl chlorosilane (DMC) has exceeded 13500 yuan/ton, an increase of over 15% compared to last month, setting a new high for the year. This price rebound is due to the deepening of industry self-discipline actions - since the Shanghai Organic Silicon Control Person Conference was held on November 18th, leading companies have reduced production through "anti involution" agreements, lowering the industry's operating rate from 85% to 60%, effectively alleviating the supply-demand contradiction.


Industry self-discipline drives market recovery
The price rebound this time is the result of the industry's proactive adjustment of production capacity. The meeting explicitly requested companies to stop low price competition and set the bottom line for DMC prices at 13500 yuan/ton. Leading enterprises such as Hesheng Silicon Industry and Dongyue Silicon Materials have taken the lead in responding by implementing production reduction targets through shutdown maintenance, optimizing inventory, and other means. According to estimates, this round of production cuts will directly reduce the market supply by about 120000 tons, coupled with the continuous growth of demand in downstream new energy, 5G and other fields, and the supply-demand relationship will gradually return to balance.


Enterprise profit recovery and industry confidence rebound
The price increase directly drives the improvement of corporate profits. Taking Hesheng Silicon Industry as an example, its gross profit margin in the organic silicon sector increased from 12% in the third quarter to 18% in the fourth quarter, with a net profit increase of over 2000 yuan per ton. The capital market has responded positively to this. Since November 19th, organic silicon concept stocks have continued to strengthen, and the cumulative increase in the stock price of Hesheng Silicon Industry has reached 35%. The stock prices of companies such as Dongyue Silicon Materials and Chenguang New Materials have also reached a new high for the year.


Future outlook: Dual wheel drive of high-end and globalization
Industry analysts point out that this round of price recovery is only the first step, and long-term development depends on technological breakthroughs and structural upgrades. Currently, leading companies are accelerating their layout in the high-end field: Henkel's LOCTITE MS 9650 adhesive has been applied to the sealing of new energy vehicle battery packs, AkzoNobel has invested 50 million euros to upgrade its aerospace coating production line in the United States, and 3D printing startup 3deus Dynamics has received 3.7 million euros in funding through silicone dynamic molding technology, opening up new growth poles.


Liao Jun, Vice Chairman of the China Fluorosilicon Organic Materials Industry Association, said, "The industry is shifting from 'scale expansion' to 'value creation', and it is expected that the proportion of high-end products will increase to 40% by 2026, further expanding its global market share