In December, the production of organic silicon monomers was approximately 416,100 tons, with industrial silicon consumption for production at about 108,500 tons, a month-on-month decrease of 8,000 tons. The cumulative consumption for 2025 reached 1.3445 million tons, a year-on-year increase of 85,700 tons.

PriceSeek's analysis of industrial silicon indicates a long-short score of -0.5. The article shows that industrial silicon consumption in December was 108,500 tons, a month-on-month decrease of 8,000 tons, suggesting a short-term decline in demand, which may exert downward pressure on spot prices. Combined with industrial silicon futures data, such as the closing price of the 2605 contract at 8,980 yuan/ton, with a change of +55, the recent market appears relatively strong. However, weakening fundamental demand may limit further gains, resulting in a slightly bearish overall score.

For organic silicon DMC, the long-short score is -1. The article points out that organic silicon monomer production was 416,100 tons, corresponding to a decrease in industrial silicon consumption, implying ample DMC supply or weak demand. This may increase market supply pressure, posing a generally bearish impact on spot prices. The score reflects a generally bearish outlook, stemming from the risk of supply-demand imbalance due to high production levels coupled with declining raw material consumption.