On October 23, 2025, the mainstream quotation in the domestic organic silicon DMC market remained stable at 11200-11500 yuan/ton, an increase of 2.3% compared to the previous month. Industry analysts point out that the explosive growth of new energy vehicles and AI technology is becoming the core driving force behind the demand for organic silicon.


Supply and demand pattern: resonance between export volume and domestic demand
Customs data shows that in August 2025, the export volume of primary form polysiloxane of organosilicon in China reached 48100 tons, an increase of 3.66% compared to the previous month, setting a new high for the year. In terms of the domestic market, Longzhong Information monitoring shows that after a single factory in Shandong raised its quotation by 100 yuan/ton on October 16th, mainstream manufacturers in North and East China followed suit, driving the national DMC average price to exceed 11300 yuan/ton.


Downstream application: Dual drive of new energy vehicles and intelligent robots
According to Pang Tianshu, an expert from the China Association of Automobile Manufacturers, the demand for organic silicone sealant for new energy vehicles will increase by 65% year-on-year in 2025, mainly used in scenarios such as battery pack sealing and high-voltage wire harness insulation. More noteworthy is the explosion in the field of embodied intelligent robots: the amount of silicone components used in a single robot reaches 2.3kg, which is five times that of traditional industrial robots. Huawei, Xiaomi and other companies have signed long-term supply agreements with Dongyue Silicon Materials and Hesheng Silicon Industry.


Technological innovation: AI models shorten research and development cycles
The "Organic Silicon Material AI Design Platform" developed by Zhou Chuanjian's team has been implemented in Spark Group. Through machine learning optimization of the formula, the temperature resistance level of high-temperature vulcanized silicone rubber has been increased from 300 ℃ to 450 ℃. The team leader stated that the AI model has increased the success rate of new product development from 40% to 78%, saving the industry over 200 million yuan in research and development costs in Q3 alone. ”


Policy dividend: The 15th Five Year Plan clarifies the path towards high-end development
The Action Plan of the Ministry of Industry and Information Technology proposes that the dependence on imported electronic grade silicone oil should be reduced to below 30% by 2028. The National Manufacturing Fund has launched special support for 12 silane coupling agent enterprises, among which Jianghan New Materials' "semiconductor grade silicone oil project" has received a capital injection of 500 million yuan, and is expected to break TSMC's long-term dependence on imports in the supply chain by 2026.


Risk Warning: Increased Regional Energy Constraints
Zhongyan Puhua's "Extreme Risk Simulation Report on the Organic Silicon Industry Chain" warns that Yunnan's power restrictions have led to a 40% reduction in industrial silicon production, triggering the industry's "most stringent cost transmission pressure test". Some small and medium-sized manufacturers have been forced to shut down due to the rise in electricity prices, while leading enterprises such as Xin'an Co., Ltd. have expanded their unit cost advantage to 1200 yuan/ton by relying on their own power plants.


Future outlook: Healthcare and circular economy become new blue oceans
Degradable silicone rubber vascular stents have entered the clinical stage, and the market size is expected to exceed 8 billion yuan by 2028. At the same time, Guangzhou has piloted a "trade in" recycling system, increasing the penetration rate of recycled silicone rubber in the field of building sealants from 15% to 32%. According to a research report by Dongwu Securities, "By 2030, green organic silicon materials will occupy 60% of the global market share, and Chinese companies' technological reserves and production capacity layout have already led the world