Market Outlook: Organic Silicon Market to Start Strong Post-Spring Festival
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For the first week after the Spring Festival, judging from both supply and demand, the organic silicon market is expected to get off to a strong start.
Product prices are projected to rise by 300–500 CNY/ton, with the DMC price likely to break above 14,000 CNY/ton across the board.
On the supply side, tight supply caused by emission reduction policies, together with inventory digestion from pre-holiday orders, will provide solid support for price increases.
On the demand side, downstream enterprises are resuming production after the holiday, triggering a concentrated release of restocking demand.
In addition, positive developments in emerging sectors such as humanoid robots and AI computing power have boosted capital market sentiment, which may further drive up organic silicon prices.