By the end of 2025, China's silicone market maintained a steady upward trend driven by industry self-disciplined emission reductions. Ten major monomer manufacturers jointly promoted carbon emission reduction, with the smooth implementation of the "three-to-one" inspection mechanism. Leading enterprises shut down or reduced the load of multiple sets of equipment, involving an annual capacity of about 700,000 tons, and the emission reduction exceeded 30% in December. Affected by this, the operating rate of plants in North China, Central China, Southwest China and other regions remained around 65%, and the supply side continued to shrink. In terms of prices, as of December 28, the quotation of silicone DMC was 13,500-14,000 yuan/ton, the mainstream quotation of 107 rubber was 14,200-14,500 yuan/ton, the quotation of domestic silicone oil was 15,200-15,800 yuan/ton, and the quotation of raw rubber was 14,500-15,000 yuan/ton. Many silicone sealant enterprises have planned price increases, and foreign-funded brands took the lead in launching the second round of price adjustments with an increase of 5%-10%. The market's acceptance of high-priced sources has gradually improved. The demand side showed a structural recovery. The superimposition of final orders for construction projects and year-end stockpiling, the 22.4% year-on-year surge in new photovoltaic installations, the release of pre-holiday stockpiling demand in printing and dyeing textiles, and the policy of renovating existing commercial housing have also brought rigid demand for room temperature adhesives. The new capacity in 2026 is limited, and the demand is shifting from traditional construction to new energy and other emerging fields, showing strong industry resilience. It is reported that the industry will hold a meeting in early January to discuss price adjustments. Coupled with the further enhancement of emission reduction efforts in January, the market generally expects the silicone industry to usher in a "good start" in 2026. Insiders believe that the dual benefits of supply contraction and cost support have been formed. If the centralized release of replenishment demand from the midstream and downstream occurs, it is expected to push the market out of the shock range and lay a solid foundation for the development of the industry throughout the year. For more information, you can click: https://www.tiktok.com/@mia_iot