On October 31, 2025, the domestic organic silicon market ushered in a new round of price adjustment window. According to industry monitoring data, as of October 30th, the mainstream quotation for organic silicon DMC (dimethyl cyclic siloxane mixture) has remained stable at 11200-11300 yuan/ton, an increase of 2.2% compared to the same period last month. The prices of high-end products from some leading enterprises such as Shandong Dongyue and Luxi Chemical have exceeded 13000 yuan/ton. At the same time, the prices of downstream products such as silicone oil and raw rubber have risen synchronously, with the silicone oil market remaining strong and the transaction price of high-end products in East China maintaining above 13200 yuan/ton.


Analysis of Price Driving Factors
This round of price recovery is mainly due to the phased improvement of supply and demand relationship. On the demand side, strategic emerging industries such as photovoltaics and new energy vehicles continue to make efforts, driving a surge in demand for high-end materials such as silicone sealants and thermal conductive silicone grease. According to statistics, the domestic production of photovoltaic encapsulation adhesive in the first three quarters of 2025 increased by 35% year-on-year, and the usage of organic silicon materials for new energy vehicles increased by 50% compared to 2024. On the supply side, after entering the dry season in the southwest region, the utilization rate of industrial silicon production capacity in Yunnan, Sichuan and other places has significantly decreased to around 30%. However, in Xinjiang, with the advantage of low-cost electricity, the proportion of industrial silicon production has increased to over 60%, forming a "northward silicon southward shift" pattern and effectively alleviating market supply pressure.


Industry Trends and Prospects
The acceleration of high-end market layout by top enterprises has become a highlight of the industry. Relying on the integrated advantages of "industrial silicon+organic silicon", Hesheng Silicon Industry achieved a research and development expenditure of 371 million yuan in the first three quarters, successfully achieving small-scale production of 8-inch silicon carbide substrates and entering the sprint stage of 12 inch substrate research and development; Dongyue Group has upgraded its path through the chloromethane method, reducing unit energy consumption by 34% compared to the industry average. After the completion of its RTV (room temperature vulcanized silicone rubber) project technological transformation, the proportion of high-end products has increased to 60%. In addition, as the "Capital of Organic Silicon in China", Yongxiu County has built a provincial-level "Industrial Brain" platform to promote a 40% increase in industrial chain synergy efficiency, attract 44 major projects such as the Spark Organic Silicon "Phoenix" project, and form a full chain ecology from quartz mining to terminal products.


Analysts point out that with the deepening of the "dual carbon" target, the strategic value of organic silicon as a core material in fields such as new energy and semiconductors will continue to be highlighted. It is expected that the industry gross profit margin will remain in the range of 8% -10% in the fourth quarter of 2025, and enterprises with full industry chain layout and technological innovation capabilities are expected to benefit first.