As 2026 kicks off, the organic silicon market is experiencing its first round of fluctuations. Core products such as DMC and raw rubber are poised for price hikes after maintaining stability, with the upstream and downstream of the industrial chain entering a critical phase of supply-demand  Industry dynamics on January 9 show that supported by factors including reduced operating rates of key enterprises and increased pre-sale orders, as of January 8, the market quotation for DMC remained stable at 13,500-14,000 yuan/ton, and ordinary raw rubber at 14,500-15,000 yuan/ton. It is expected that manufacturers will successively raise quotations on the same day.
     Supply contraction has emerged as the core driver of this round of market movements. Recently, a pollution warning in Shihezi, Xinjiang has raised expectations of tighter industrial silicon supply, coupled with reduced operating rates of major DMC enterprises this week, creating a strong bullish sentiment in the market. Luxi Chemical's 100,000-ton organic silicon linear monomer deep processing project has been approved, marking continuous improvement in the industrial chain extension layout. Meanwhile, the advancement of green energy projects by enterprises such as Yunnan Energy Investment has injected impetus into the long-term development of the industry. Simultaneously, the Ministry of Commerce's initiation of an anti-dumping investigation into imported dichlorosilane from Japan has created a more favorable market environment for domestic related enterprises.
     The demand side presents structural differentiation characteristics. Downstream and midstream enterprises have gradually started monthly basic purchases before the Spring Festival, providing certain support to prices. Pre-heating activities in the daily consumer goods sector have driven improved shipments of silicone rubber enterprises, boosting procurement enthusiasm for products such as fumed silica. However, the constraint of weak terminal demand remains unresolved. Severe cold weather in northern China has affected construction activities, restricting the release of traditional demand. Most midstream and downstream enterprises are cautiously bullish, with actual transactions dominated by rigid demand.
     In the short term, the organic silicon market will maintain a bullish trend. Factors such as raw material cost support and strong price-holding willingness of enterprises will drive the price center upward, but demand constraints may limit the magnitude of the increase. With the convening of the Organic Silicon Mall Annual Conference on January 16, deepened industrial chain collaborative innovation and cooperation are expected to further stabilize market expectations. For enterprises, it is necessary to closely monitor changes in supply and demand as well as policy dynamics, and rationally plan inventory and procurement strategies.
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