Since December 2025, the silicone market has shown a strong operating trend driven by the implementation of joint emission reduction inspection policies. Core products such as DMC and raw rubber have seen cumulative price increases of over 2500 yuan/ton, the industry's supply-demand structure has continued to optimize, and expectations for a third round of price hikes have heated up.

Currently, most silicone monomer manufacturers are steadily advancing emission reduction work, and the "three-to-one" supervision mechanism is ensuring policy implementation. To avoid production shutdowns during the Spring Festival, emission reduction efforts have been intensified in December and January, keeping the industry operating rate at around 65%. Coupled with low inventories at monomer plants, enterprises have a strong willingness to maintain high prices. As of mid-December, DMC prices stabilized at 13,500-14,000 yuan/ton, raw rubber prices ranged from 14,500-15,000 yuan/ton, and mainstream prices of mixed rubber were quoted at 13,500-13,800 yuan/ton. This price increase is not a short-term emergency adjustment but a proactive transformation of the industry in response to long-term overcapacity. Pricing is based on the highest production costs of monomer manufacturers to ensure reasonable corporate profits. Currently, the maximum production cost of DMC reaches 13,400-13,500 yuan/ton, providing solid bottom support. The market adopts a "phased advancement" strategy to reserve digestion space for the midstream and downstream, and a third round of moderate increases is expected to be launched in late December. The demand side shows structural changes. Mixed rubber enterprises are relatively cautious in purchasing as they digest early inventory, but spot transactions are supported by the urgent replenishment needs of some enterprises. Silicone product manufacturers are sprinting for year-end performance and actively laying out production for 2026, injecting momentum into market demand. Meanwhile, policy dividends in new energy, medical and other fields have further expanded the application space of silicone. Insiders stated that with the advancement of emission reduction and the start of winter storage in the midstream and downstream, the silicone market is expected to maintain a steady upward trend. Upstream and downstream enterprises are deepening collaborative self-discipline, promoting the market to return to healthy competition, and supporting the high-quality development of the industry.