I. Core Product Price Trends
Organic silicone DMC (dimethylcyclosiloxane mixture), a fundamental raw material in the industry chain, showed regional price differentiation this week:
In Shandong Province, the market price of first-grade products (total cyclopentadiene mass fraction ≥99.5%) in Liaocheng City remained stable at 12,500 yuan/ton, with Luxi Chemical and Shandong Dongyue Chemical offering the same price.
In Henan Province, some companies offered ex-factory prices as low as 12,300 yuan/ton, indicating intensified regional competition.
Price Fluctuations: Data from August 7th showed that the average market price of first-grade products in Shandong Province was 13,500 yuan/ton, a slight increase from the previous week, but no sustained trend has emerged.

Organic silicone water repellent prices showed regional differences:
In Dongying City, Shandong Province, the price of Tianjin's national standard products remained low at 5.00 yuan/kg.
In Hubei Province, the price of the same specification product was as high as 5,000 yuan/kg, possibly due to transportation costs and regional supply and demand imbalances.

The pricing structure of silicone defoamers is complex. For example, in Zhengzhou, Henan Province:
Domestic WT-305 (milky white viscous liquid, pH 7-9): ex-factory price 3,800-5,600 RMB/ton, market price 4,200-6,000 RMB/ton;
High-concentration products: Domestic defoamers with a 40% concentration have a market price of 16,000 RMB/ton, indicating strong demand in high-end applications.

II. Analysis of Upstream and Downstream Linkages in the Industrial Chain
Upstream Raw Materials: Fluctuations in the price of the main industrial silicon contract directly affect silicone costs. On August 6, industrial silicon futures prices rose by over 5% to 8,820 RMB/ton, but spot market prices (such as 441# thiasiloxane) remained stable in the 9,400-10,050 RMB/ton range, not significantly impacting silicone product costs. Downstream Demand: The divergence in prices between waterproofing agents and defoaming agents reflects the end-market structure:
In the construction sector, demand for waterproofing agents has been impacted by real estate regulations, with low-priced products (e.g., 5 yuan/kg in Dongying) dominating the market.
In the industrial sector, prices for high-concentration defoaming agents (e.g., 40% concentration) remain strong, confirming growing demand for high-performance additives in industries such as chemicals and textiles.

III. Market Trends and Outlook
This week, the silicone market showed signs of stabilization of basic raw materials and differentiation of downstream products. In the short term, the following are projected:
DMC prices: Supported by industrial silicon costs, mainstream quotes in Shandong Province are likely to remain in the 12,500-13,500 yuan/ton range.
Waterproofing agents: Regional price differentials may gradually narrow due to logistics optimization.
Defoaming agents: High-value-added products will continue to benefit from industrial upgrading, and prices will remain strong.