In the DMC market, spot prices have risen. Leading factories have suspended quotations today; a certain individual plant in Shandong quoted 15,200 yuan/ton, up 100 yuan/ton from yesterday; the mainstream transaction range in the domestic DMC market is 15,200-15,600 yuan/ton (net water acceptance delivery price). A certain individual plant in Yunnan has stable operation; a certain individual plant in North China is running at full capacity.


Looking ahead, on the supply side, the leading enterprises in Zhejiang are undergoing maintenance, resulting in insufficient spot supply, which supports the stability of market prices. The suspension of production by enterprises in northern regions and the reluctance to sell in some areas also help to increase the order volume of major factories in Shandong. On the demand side, the prices of silicone oil, 107 glue, raw rubber, and mixed rubber remain stable, with minimal changes in demand. In terms of cost, the prices of major raw materials such as metal silicon remain stable, while the price of methyl chloride rebounds locally, providing strong support for DMC costs.


Overall, domestic individual plants currently have a strong willingness to support prices, and the downstream terminal market is gradually warming up, with demand gradually recovering. Based on the mentality of buying up rather than buying down, the willingness of downstream enterprises to restock has increased. It is expected that prices will remain stable today, with possible increases in some areas.

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