On the demand side, in the wake of the unexpected incident, downstream and midstream players acknowledge the short-term uptrend. In particular, enterprises with low inventories and pre-stockpiles concentrated in Shandong manufacturers have had to actively replenish stocks in recent days, with end-of-month stockpiling demand kicking off early. However, some local manufacturers remain concerned that future demand may fall short of expectations, and sustained momentum for chasing price increases will still depend on support from end-user orders.


Overall, driven by the resonance of news and market sentiment, sentiment of holding back sales to support prices has spread, and low-priced supplies have continued to tighten. Meanwhile, the sharp rise in industrial silicon has significantly boosted market confidence, and organosilicon is expected to continue climbing in the near term. The extent of this round of price increases remains a game of mutual testing between upstream and downstream players. With the combination of the unexpected incident, rising costs, and end-of-month stockpiling, coupled with current prices being at a near-decade low, monomer manufacturers, which have been suppressed for a long time, will undoubtedly seize this price rally. It is expected that further price increases will continue this week to stimulate the market. However, downstream and midstream players are currently focused on rigid demand stockpiling, and confidence in the future market remains to be strengthened.