I. Organic Silicone DMC: Seeking Balance Amidst Price Fluctuations
Price Fluctuation Characteristics: This week, the organic silicone DMC market exhibited a pricing pattern characterized by regional differentiation and brand concentration. Taking Liaocheng City, Shandong Province, for example, the quotes for first-grade products (total ring mass fraction ≥ 99.5%) from Shandong Dongyue Chemical and Luxi Chemical remained stable at 13,000 yuan/ton, while the average price of domestically produced first-grade products in Shandong Province was 13,500 yuan/ton. This demonstrates that leading companies are consolidating their pricing power through scale advantages. Notably, prices dipped as low as 10,300 yuan/ton on August 19, but subsequently rebounded, indicating that the market's capacity to absorb low-priced resources is limited.

Supply and Demand Analysis: On the demand side, downstream silicone rubber and silicone oil companies were cautious in purchasing, primarily focusing on replenishing inventory to meet urgent needs, resulting in relatively light market transactions. On the supply side, monomer plant operating rates remained high, but inventory pressures were manageable. Some companies implemented production restrictions to maintain prices and stabilize the market. The futures price of raw material industrial silicon fluctuated around 8,605 yuan/ton, weakening cost support and further squeezing DMC's profit margin.

II. Silicone Defoamers: Significant Price Gradient, Driven by Application
Price Range Distribution: This week, the silicone defoamer market was characterized by low-price competition for basic products and significant premiums for high-concentration products. In Zhengzhou, Henan Province, a major production area, the ex-factory price of conventional products was as low as 2,200 yuan/ton, while the market price of high-concentration products (≥30%) ranged from 12,500 to 16,000 yuan/ton, representing a price gradient of over five times. This divergence stems from differences in downstream application scenarios: low-concentration products are primarily used in traditional industries such as textiles and papermaking, while high-concentration products serve high-end manufacturing sectors such as photovoltaics and semiconductors.

Regional Market Dynamics: Outside of the main production area of Henan, prices for milky white, viscous liquid defoamers in Jinan, Shandong Province, were quoted at 3,800 yuan/ton, while the market price for 15%-concentration products in Taizhou, Jiangsu Province, reached 7,000 yuan/ton, demonstrating the impact of regional transportation costs and brand premiums on prices. In addition, some companies achieve differentiated product pricing by adjusting the pH value (6-9) and solid content (10%-60%) to meet customers' customized needs.