I. Price Trend: Fluctuating Downward, with Significant Regional Differences
From September 15 to 21, 2025, the organic silicone DMC market price showed a fluctuating downward trend, with significant regional differentiation. The national mainstream market price gradually adjusted from the 10,300-11,000 yuan/ton range at the beginning of the month to 10,900-11,300 yuan/ton at the end of the month, a month-on-month decrease of approximately 2.65%. Regional price differences were significant:

Shandong Province: As a major domestic production area, prices fluctuated frequently. On September 15, Luxi Chemical quoted 10,300 yuan/ton, while Shandong Dongyue Chemical quoted 13,000 yuan/ton. By September 19, Luxi Chemical's price had fallen to 10,000 yuan/ton, while Dongyue Chemical's was 13,000 yuan/ton, indicating intensified competition for low-priced resources. In other parts of China: Some institutions quoted prices as high as 13,500 yuan/ton, reflecting differences in market supply and demand structures.

Reasons for price fluctuations:
Declining industrial silicon futures prices (for example, the SI2510 contract on the Guangzhou Futures Exchange was quoted at 8,940 yuan/ton on September 17th) weakened cost support.
Traditional sectors: Declining industrial silicon futures prices (for example, on September 17th, the SI2510 contract on the Guangzhou Futures Exchange was quoted at 8,940 yuan/ton), weakening cost support.
Demand pressure was transmitted upstream due to sluggish trading in the downstream silicone rubber and raw rubber markets, with prices falling by 3%-3.33% month-on-month.

II. Market Drivers: The Dual Game of Cost and Demand
On the Cost Side: Declining industrial silicon prices directly weakened the cost support for organosilicon DMC, pushing prices downward.
On the Demand Side:
Traditional sectors: Weak trading in the silicone rubber and raw rubber markets, with prices falling month-on-month, reflect a slow recovery in end-user demand.
Emerging sectors: Demand for high-end products such as modified silicone softeners remained stable, but their limited share made it difficult to reverse the overall market trend.
On the Supply Side: Some companies, seeking to destock, adopted low-price promotional strategies, intensifying market price competition. Market Outlook: Short-term volatility, long-term focus on demand recovery
In the short term, silicone DMC market prices may continue to fluctuate, requiring close attention to raw material price fluctuations and downstream procurement trends. In the long term, as end-use demand gradually recovers (e.g., in the textile and electronics industries), market prices are expected to stabilize and rebound.