1. Organic silicon DMC: Prices fluctuated upward, and regional differentiation was significant
This week (July 7-July 13), the organic silicon DMC market showed the characteristics of "regional differentiation and volatile upward". According to market monitoring data, the benchmark price of Sino-Trade on July 11 was 10,800 yuan/ton, up 2.27% from the beginning of the month (10,560 yuan/ton), indicating that the overall market was strong. However, the price difference between regions was obvious: the mainstream quotation in Shandong was between 10,800 and 11,500 yuan/ton, among which the market price of Luxi Chemical's first-grade products (total ring mass fraction ≥ 99.5%) was 10,800 yuan/ton, and Shandong Dongyue Chemical's products of the same specifications were 11,500 yuan/ton; while the domestic first-grade products were quoted as high as 13,500 yuan/ton in some regions, reflecting the game between the supply-side willingness to support prices and the difference in downstream demand.

Judging from the transaction situation, although the single companies jointly supported the price this week, the downstream purchases were mainly "small batches and scattered orders". Some companies had sufficient inventory on hand and a strong wait-and-see sentiment, resulting in insufficient support for price increases. For example, although the mainstream companies' quotations were raised to around 13,500 yuan/ton on July 12, the actual transaction focus was not fully followed up, and the market was still in the tentative stage of "price increase and volume reduction".

2. Silicone defoamer: Demand drives price stratification, and high-content products lead the rise
Compared with the DMC market, the price of silicone defoamer shows the characteristics of "content-oriented and demand-stratified". Taking Zhengzhou City, Henan Province as an example, market data on July 13 showed:

Low-content products: The price of defoamers with a content of 6%-9% is between 4,300-5,800 yuan/ton, which is suitable for general scenarios with low performance requirements;
Medium-high-content products: The price of products with a content of 20%-40% jumped to 9,000-16,000 yuan/ton, among which the price of Henan Kaijie water treatment products with a content of 40% was 16,000 yuan/ton, which was 270% higher than the product with a content of 6%, reflecting the strong demand for performance in the high-end market;
Special specification products: The ex-factory price of Henan Zhengyuan's defoamer with a content of 50% was only 3,300 yuan/ton, indicating that some companies have seized market share through differentiated pricing strategies.
The defoamer market was generally stable this week, but the price of high-content products was strong due to the recovery of demand in downstream fine chemicals, coatings and other industries. It is expected that the differentiation pattern of "stable low content and strong high content" will continue in the short term.