GF Securities research reports indicate that, despite short-term challenges of excess supply in the organosilicon industry, long-term capacity additions can be well absorbed. As supply-demand dynamics gradually improve, organosilicon prices are expected to rise. Reviewing historical price movements, each round of price increases has benefited from improved supply-demand conditions. As of January 2025, organosilicon DMC prices in East China were still fluctuating at cyclical lows, but with rising operating rates and production volumes, the industry is expected to maintain a tight balance, and may even see a supply-demand gap emerge by 2026.
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