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Silicone Prices Surge Across the Board — DMC, Mixed Rubber, Silicone Oil All Up
April 23, 2026 · Source: SAGSI Industry Data · For reference only — not a trading basis
⚠ Luxi Chemical (Shandong) resumed DMC quotations at 14,700 RMB/ton — up 200 from its suspended level. Producers across the chain are holding firm, signalling a tightening supply-demand balance.
1. April 23 Spot Price Snapshot
| Product | Price Range (RMB/ton) | Change | Notable Move |
|---|---|---|---|
| DMC | 14,700 – 14,850 (avg) | +200 | Luxi Chemical resumed at 14,700 |
| 107 Adhesive (RTV) | 15,000 – 15,500 | +300 | N. China producer at 15,300 |
| Raw Silicone Rubber | 15,500 – 16,500 | +300 | E. China 16,500 / SW China 15,800 |
| Mixed / Compound Rubber | 14,500 – 16,500 | +500 | E. China producer up to 14,800 |
| Dimethyl Silicone Oil | 16,000 – 17,800 | +300 | E. China producer at 17,800 |
| Methanol | 3,030 – 3,050 | — | Stable |
| Chloromethane | 3,400 | — | Stable |
* All prices in RMB/ton. For reference only. Verify with suppliers before procurement decisions.
2. Key Market Drivers
-
Tight Available Supply
Sellable inventory remains constrained across the monomer complex. Producers are prioritising contract customers over spot sales, reducing spot market liquidity and supporting prices. -
Low Raw Material Stockpiles
Producer feedstock reserves are running below normal seasonal levels, limiting their ability to ramp output quickly — a structural constraint that reinforces the current price floor. -
Recovering Downstream Demand
Downstream inquiry and procurement activity has picked up noticeably, driven by the buy-the-dip mentality and genuine restocking needs. Some monomer plants have forward contracts booked through the end of May.
Company Spotlight: Q1 2026 Earnings
Dongyue Silicone (300821)
+426.99%
Net Profit YoY · Q1 2026
Revenue RMB 1.256B (+4.49%). Net profit RMB 194M. Non-GAAP profit RMB 216M (+452.47%). OCF RMB 143M (+126.68%). Driven by silicone price recovery since Dec 2025 and improved cost control.
Sanfu Shares (603938)
+43.88%
Net Profit YoY · Q1 2026
Revenue RMB 647M (+30.91%). Net profit RMB 38.85M. Broad-based revenue growth alongside the sector-wide margin recovery trend.
3. What This Means for Coatings & Adhesive Formulators
-
Silica Matting Agents — Indirect Exposure
Precipitated and fumed silica are not manufactured from DMC or silicone monomers. The direct raw material link is minimal. However, shared energy costs and logistics with the broader silicone supply chain can lift production economics over a 1–2 quarter lag. -
Silicone Additives Will Cost More
Flow additives, defoamers, and slip agents based on silicone chemistry are directly exposed to the current +300–500 RMB/ton moves. Formulators should model a 2–5% cost uplift on silicone additive lines in the near term. -
Procurement Timing
With producers holding firm, forward orders booked through May, and Luxi Chemical back in the market, the current price floor is well-supported. Spot buyers should evaluate forward coverage before further escalation.
Market FAQ
How much did DMC prices increase on April 23, 2026?
DMC rose 200 RMB/ton to a national average of 14,850 RMB/ton. Luxi Chemical resumed quotations at 14,700 RMB/ton — up 200 from its previously suspended level — confirming broad market consensus on the new price floor.
Why are silicone raw material prices surging in April 2026?
Three factors are converging: tight sellable inventory, low feedstock stockpiles at producers, and a meaningful recovery in downstream buying interest. Some monomer plants have forward orders booked through the end of May, limiting near-term spot availability.
How did Dongyue Silicone perform in Q1 2026?
Dongyue Silicone (300821) reported Q1 2026 net profit of RMB 194 million, up 426.99% year-on-year, on revenue of RMB 1.256 billion (+4.49%). The surge was driven by silicone product price recovery since December 2025, combined with improved internal cost management.
Does the silicone price increase affect silica matting agents?
The direct raw material link is minimal — silica matting agents are produced from precipitated or fumed silica, not silicone monomers. However, silicone-based additives (defoamers, slip agents, flow additives) used alongside matting agents will see cost increases of 2–5% based on current price moves.