In November 2025, the organic silicon market will usher in the second round of price increases this year. Jitai Group has continuously issued price adjustment notices, with single component product prices increasing by 10% -15% and two-component product prices increasing by 20% -25%. The company announcement shows that the price of raw material DMC (dimethyl siloxane mixed ring) continues to rise, coupled with the 40% reduction in industrial silicon production caused by power restrictions in Yunnan, leading to a sudden increase in cost transmission pressure in the industry.


This round of price increases is a dual effect of the market and policies, "said an analyst from China Research Institute PwC." In the first half of 2025, the production capacity of organic silicon monomers in China will decrease year-on-year, but the demand side will be driven by emerging fields such as photovoltaics and new energy vehicles, highlighting structural shortages. Data shows that from January to September 2025, the export volume of photovoltaic adhesive in China decreased year-on-year, but the application of medical grade liquid silicone (LSR) in high-end fields such as insulin pumps increased by 500%. Silane coupling agents for semiconductors have passed TSMC certification, and domestic substitution is accelerating.


At the policy level, measures to combat internal competition are gradually being implemented. In September 2025, the National Development and Reform Commission issued the "Standard Conditions for the Organic Silicon Industry", which explicitly prohibits low-priced dumping and requires enterprises to access real-time energy consumption and emission data on the regulatory platform. As the "Capital of Organic Silicon in China", Jiangxi Yongxiu has signed 36 new projects through the "Big Knock on the Door" campaign, built a dynamic database for the entire chain from quartz ore to terminal products, and warned of the shock wave of Xin'an Corporation's equipment accidents to avoid regional supply crises.


The focus of competition has shifted from cost to the right to define scenarios. According to the "Panorama of Medical Organosilicon Market Access" by Zhongyan Puhua, the certification efficiency of three types of medical devices will increase by 90% by 2028, and innovative products such as degradable silicone rubber vascular stents and shape memory silicone rubber artificial muscles will stimulate a market worth billions. At the same time, Tongwei Co., Ltd. signed a tripartite agreement with Southeast Asian partners, and Norion doubled its production capacity of triethylaluminum in Jiaxing, accelerating the restructuring of the global industrial chain.


When the technology iteration cycle is shortened to 18 months and green tariffs erode 30% of profits, empiricism is no longer effective, "said the head of a leading enterprise. The enterprise is incubating patents through the" Organic Silicon+AI "laboratory, participating in drafting industry standards, and building policy sand table deduction capabilities to cope with uncertainty.