January 14, 2026 - China's silicone market continues its steady recovery, with prices showing a steady upward trend amid a tight balance between supply and demand. Driven by rising raw material costs and expected supply contraction, the mainstream quotation of raw rubber has increased by 300 yuan/ton this week to 14,800-15,000 yuan/ton, while compound rubber has followed suit with quotations ranging from 13,800-14,000 yuan/ton.
     The current market is witnessing a significant "opening-year boom," with downstream and midstream enterprises showing strong purchasing enthusiasm. On one hand, they need to meet monthly basic stocking needs; on the other hand, as monomer plants plan to reduce load at the end of the month, enterprises are purchasing in an orderly manner according to orders to avoid production risks during the Spring Festival, supporting the continuous release of new orders. Currently, monomer plants have low inventories and a strong willingness to maintain and explore higher prices. However, to avoid downstream resistance, they intentionally control the pace of price increases. It is expected that DMC prices will rise steadily before the holiday.
     In terms of industrial dynamics, Henan Jinhai Fluorosilicone New Materials Project has entered the final sprint stage for commissioning, with gradual production expected to start at the end of January 2026. This 100-billion-yuan project focuses on high-end fields, covering key products such as new materials for aerospace and electronic-grade silicone rubber. Among them, polytetrafluoroethylene with a purity of 99.9999% will achieve a mass production breakthrough in Henan. After full commissioning, the annual new output value will exceed 100 billion yuan. In addition, Xingfa Group's high-purity D4 has been sampled by leading global optical fiber and cable enterprises, while Jitai Co., Ltd. continues to research and develop adhesives for aircraft windshields, accelerating the high-endization of the industrial chain.
     Positive news also comes from the policy side. Eight ministries including the Ministry of Industry and Information Technology jointly launched the "Artificial Intelligence + Manufacturing" special action, encouraging the industrialization of terminals such as AR/VR and humanoid robots, opening up new space for the application of silicone materials in high-end manufacturing. Market analysts believe that the resonance between improved supply-demand structure and industrial upgrading will leave room for further price increases in the silicone market in the short term, and the industry is expected to enter a new stage of high-quality development.

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