On April 30, 2026, the price of organic silicon DMC was adjusted to 14700 yuan/ton. On April 1, the price of organic silicon DMC was adjusted to 14000 yuan/ton, with a price increase of 700 yuan/ton, or 5%.
1、 Price market description
From the Commodity Market Analysis System of Shengyi Society, it can be seen that in April, the price of organic silicon DMC in Shandong Province, China, rose in a stepped manner, from 14000 yuan/ton at the beginning of the month to 14700 yuan/ton at the end of the month, with a cumulative increase of 5% in a single month. There was no pullback or decline throughout the month, indicating a strong market trend.
The first stage (4.1-4.4) was the first round of price increases in the market, with prices jumping from 14000 yuan/ton to 14300 yuan/ton, an increase of 2.14%. This was mainly influenced by the consensus of industry conferences to raise prices, with top manufacturers in Shandong closing down and raising prices, and spot auction prices rising first.
In the second stage (4.7-4.22), the market situation platform sorted and combined with a second price increase, and the price remained stable at 14500 yuan/ton for about two weeks. This is the stage when the market digests the previous price increase and supply-demand game. Downstream demand gradually replenishes inventory, supporting prices to maintain high levels.
In the third stage (4.25-4:30), the market situation surged towards the end of the month, reaching a peak of 14700 yuan/ton. As the May Day holiday approaches, downstream pre holiday stocking demand is concentrated and released, coupled with the unchanged tight supply pattern in the industry, prices have once again risen to 14700 yuan/ton.
2、 Analysis of Factors Influencing Market Trends
Supply side: Industry self-discipline to reduce production+supply contraction
The domestic organic silicon industry will implement a production restriction strategy from the end of 2025. By 2026, the industry’s operating rate will remain at around 6 to 7 floors, and some enterprises will only have a load of 50% -60%. Coupled with some equipment maintenance, effective supply will continue to shrink, and large factories have a strong willingness to raise prices.
Demand side: resonance between essential needs and pre holiday stocking
The demand for downstream photovoltaic adhesives, new energy vehicles, electronics and other fields is stable, and the export market is performing well; At the end of April, as the holiday approached and downstream inventory was depleted, the demand for pre holiday replenishment was released in stages, further supporting price increases.
Cost side: Dual support of raw materials and policies
The upstream metal silicon market raw materials are operating steadily, and the bottom support of organic silicon DMC costs is clear.
3、 Future forecast
Forecast prospects based on supply and demand and cost aspects
From the supply side, the current pattern of production reduction and equipment maintenance in the industry will continue in the short term, and the willingness of large factories to raise prices is still strong. The situation of tight spot circulation will continue. On the cost side, the raw material market has shown stable performance, and macro policy support still exists, giving the market a certain bottoming out in terms of costs. In the short term, the overall price of organic silicon DMC will continue to operate at a high and strong level. In the future, attention still needs to be paid to the supply changes after the maintenance of upstream devices, the sustainability of downstream demand, and the impact of external geopolitical situations on raw material prices.
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