According to the Commodity Market Analysis System of Shengyi Society, on December 23rd, the price of organic silicon DMC was 13625 yuan/ton. On October 1st, the reference price of organic silicon DMC was 11050 yuan/ton, with a price increase of 2575 yuan/ton, an increase of 23.3%.
1、 Price market description
From the commodity market analysis system of Shengyi Society, it can be seen that in the fourth quarter of 2025, the price trend of organic silicon DMC will show a step-by-step upward trend of “stable accumulation, rapid rise, and steady increase”. In October, the organic silicon DMC market was in a period of calm in the supply-demand game, and the market situation was still at a low point, with prices around 11000-11300 yuan/ton. Subsequently, the market broke away from the previous low volatility trend and gradually entered a repair channel. In November, the consensus to reduce production in the industry became a key turning point in the market, and the price of organic silicon DMC quickly rebounded, breaking through 13100 yuan/ton. In December, the upward trend of organic silicon DMC continued to consolidate, and market prices continued to rise. At the end of the month, the high price of organic silicon DMC exceeded 14000 yuan/ton, and the mainstream market price was in the range of 13500-14000 yuan/ton. Some companies’ new material quotations reached 14500 yuan/ton, with a quarterly cumulative increase of over 23%. The industry’s profitability has gradually recovered from the bottom range to a reasonable range, and the industry has gradually reversed its long-term loss situation.
2、 Analysis of Factors Influencing Market Trends
（1） Supply side: Consensus on production reduction and slowing capacity expansion provide strong support for organic silicon DM
Entering the fourth quarter, the contraction of supply in the silicone industry has become the core driving force behind the price increase of silicone DMC. In November 2025, the organic silicon industry reached a consensus to reduce production and increase prices. Coupled with the already reduced production base in April of the year, the overall operating rate of the industry has been effectively controlled, and the release of excess capacity has been suppressed, directly improving the supply-demand imbalance pattern.
At the same time, the addition of new production capacity in the organic silicon industry will significantly decrease by 2025, and the supply pressure caused by intensive expansion in the early stage will continue to ease, laying a long-term fundamental support for price recovery.
（2） On the demand side: gradually repairing demand, strengthening support for essential needs
In the fourth quarter, the gradual improvement of downstream demand for organic silicon DMC provided effective support for price increases. The downstream demand scale is relatively stable, providing basic support for market prices. Under the expectation of price rebound, the procurement strategy has shifted from “purchasing in small quantities according to demand” to “replenishing inventory in moderation”, further amplifying the support effect on the demand side.
（3） Cost and Inventory: Stabilizing the Bottom of Costs+Optimizing Inventory Structure to Relieve Pressure
In terms of cost: In the fourth quarter, the cost performance of organic silicon DMC was relatively stable, which helped to solidify the bottom of organic silicon DMC prices. In the fourth quarter, industrial silicon prices fluctuated within a range, providing stable cost support for organic silicon DMC.
In terms of inventory: The organic silicon DMC market has continuously optimized its inventory structure through production reduction and demand digestion, with a stable pace of destocking and no significant backlog pressure, avoiding the risk of inventory pressure during the price recovery process.
Future forecast
Overall, in the fourth quarter of 2025, the market situation of organic silicon DMC improved amidst supply contraction, stable demand, and stable cost support, and finally rose from the bottom, achieving a recovery from losses to reasonable profits. The data analyst of Shengyi Society’s organic silicon DMC believes that the future trend of organic silicon DMC is still greatly affected by supply and demand as well as cost. In the future, more attention should be paid to the sustainability of production reduction, changes in cost, and the recovery of terminal demand. It is expected that in the short term, the market price of organic silicon DMC will continue to maintain a stable to strong operating trend, and the industry is expected to usher in a new round of business cycle.
| http://www.sulfamic-acid.com |