April 23 Spot Price Snapshot
China’s silicone raw material complex moved broadly higher on April 23, 2026, led by mixed rubber (+500 RMB/ton). DMC rose to a national average of 14,850 RMB/ton after Luxi Chemical (Shandong) resumed quotations at 14,700 — its first active quote since suspending trade.
| Product | Price Range (RMB/ton) | Change |
|---|---|---|
| DMC | ~14,850 avg | +200 |
| 107 Adhesive (RTV) | 15,000 – 15,500 | +300 |
| Raw Silicone Rubber | 15,500 – 16,500 | +300 |
| Mixed / Compound Rubber | 14,500 – 16,500 | +500 |
| Dimethyl Silicone Oil | 16,000 – 17,800 | +300 |
| Methanol | 3,030 – 3,050 | — |
| Chloromethane | 3,400 | — |
Source: SAGSI Industry Data, April 23 2026. For reference only — not a trading basis.
What Is Driving the Rally
Tight Spot Supply
Producers are prioritising contract buyers over spot sales, reducing spot market liquidity and supporting prices across the monomer complex.
Low Feedstock Reserves
Producer raw material stockpiles are below normal seasonal levels — a structural constraint that limits output ramp-up and reinforces the price floor.
Demand Rebound
Downstream inquiry has picked up noticeably. Some monomer plants have forward contracts booked through end of May, limiting near-term spot availability.
Impact on Coating & Adhesive Additive Costs
Fumed silica is produced from silicon tetrachloride (SiCl₄) via gas-phase flame hydrolysis — a process independent of DMC and silicone monomer pricing. The direct raw material link does not exist. Energy and logistics are the primary cost drivers for fumed silica.
However, the silicone-based additive basket used alongside fumed silica in coating formulations is directly exposed to the current price moves.
Directly Exposed: Silicone-Based Additives
Silicone Defoamers
Dimethyl silicone oil base — directly exposed to the +300 RMB/ton move. Expect 2–4% cost uplift on defoamer lines in the next 1–2 billing cycles.
Slip & Flow Additives
Modified silicone oils and polyether siloxanes will see 2–5% cost pressure depending on silicone content and grade complexity.
Silicone Levelling Agents
Typically 30–60% silicone content. Suppliers will absorb increases for 1–2 cycles before passing them through to formulators.
107 Adhesive & RTV Sealants
107 adhesive up 300 RMB/ton. Sealant and adhesive product lines with high RTV content face the most immediate margin pressure.
Not Directly Affected: Fumed Silica
The April 2026 silicone monomer rally does not directly impact fumed silica production costs. Formulators using SEMISIL fumed silica as a rheology modifier, anti-settling agent, or reinforcing filler can continue procurement without concern about silicone-driven cost pass-throughs — at least in the near term.
Company Spotlight: Q1 2026 Earnings
Dongyue Silicone (300821)
Revenue RMB 1.256B (+4.49% YoY). Net profit RMB 194M — up 426.99% year-on-year. Non-GAAP profit RMB 216M (+452.47%). Driven by silicone price recovery since December 2025 and improved cost management.
Sanfu Shares (603938)
Revenue RMB 647M (+30.91% YoY). Net profit RMB 38.85M — up 43.88% year-on-year. Broad-based revenue growth alongside sector-wide margin recovery.
Procurement Guidance for Formulators
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Audit your silicone additive exposure
List every silicone-containing additive in your formulations. Defoamers and slip agents carry the highest exposure. Quantify silicone content percentage per line item.
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Contact silicone additive suppliers now
Suppliers typically absorb price increases for 1–2 billing cycles before passing them through. Reaching out now gives you a window to negotiate short-term volume or fixed-price coverage.
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Consider forward coverage on fumed silica
Fumed silica pricing is not linked to the current silicone rally. However, broad chemical supply chain energy inflation can create delayed secondary effects over 1–2 quarters.
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Evaluate non-silicone alternatives
For silicone defoamers, mineral-oil and polymer-based alternatives may provide cost relief. Validate performance trade-offs in your specific system before switching.