DMC Market Runs Steady After Industry Coordinated Production Control, Silicone Raw Material Supply Returns Balanced

Keywords: DMC silicone monomer, silicone raw material price trend, industry coordinated production cut, organic silicone supply balance, silicone cost control

 

Key Sentence: Continuous coordinated capacity regulation stabilizes domestic DMC spot price, effectively easing sharp cost fluctuation pressure for downstream liquid silicone and sealant manufacturers.

 

As of August 4, 2026, mainstream spot quotation of domestic DMC stabilizes at 13,800–14,100 RMB per ton after two weeks of orderly production adjustment by major silicone giants. Since late July, leading organic silicone enterprises have maintained a comprehensive operating rate below 60%, clearing excessive industrial inventory accumulated in the early summer off-season and stopping irrational price competition of low-cost dumping上海证券报. Metal silicon and methanol upstream raw material costs stay stable with sufficient domestic supply, eliminating the risk of unilateral sharp price hikes of silicone monomers in the short term. Downstream manufacturers including Liquid silicone rubber, electronic potting glue and architectural sealant factories switch from panic stockpiling to rigid demand purchasing, signing monthly fixed-quantity supply contracts with upstream suppliers to lock material cost. Industry survey data shows the overall profit space of midstream silicone finished products recovers steadily; small and medium processors no longer face severe loss risks caused by violent raw material volatility. Market institutions predict DMC price will maintain narrow fluctuation within this price range throughout August, providing stable cost support for silicone enterprises to deliver export orders smoothly. Global buyers also gradually recognize China’s orderly supply regulation mechanism, raising willingness to sign long-term framework orders instead of temporary sporadic purchases, laying a solid foundation for the healthy operation of the whole silicone industrial chain in Q3 2026.