(September 2, 2026) The domestic methyl silicone oil (dimethyl silicone oil) industry performance is influenced by upstream single raw materials, downstream demand from multiple sectors, and foreign trade orders, resulting in a tight spot balance and widening price gaps in tiered prices. Entering early September, mainstream industrial-grade methyl silicone oil market transaction ranges remained relatively stable. New conventional viscosity products with tax and packaging mainstream transactions were around 37,000-38,000 yuan/ton. Cracked material transaction prices were slightly lower, and spot prices in the market were clearly differentiated. Some manufacturers were reluctant to sell or delayed order scheduling, and cases of trade rejection and uneven quality increased. Industry insiders remind downstream procurement to ensure proper source verification. 

From the upstream industry chain perspective, silicone DMC and industrial silicon are core raw materials for methyl silicone oil. In 2026, new effective production capacity for new silicone is limited, and a few new units are still in the commissioning and ramp-up stage. Overall supply growth is below expectations, providing cost support for methyl silicone oil. Some producers have entered annual equipment maintenance cycles, temporarily reducing operating loads and further compressing spot circulation. Leading manufacturers prioritize supplying long-term contract customers, tightening spot circulation supply. 

On the demand side, there is a clear structural divergence. In traditional sectors, industrial demand for textile additives, rubber demolding, and defoamers remains stable, while demand for construction-related supporting facilities remains subdued. Downstream factories continue to adopt a cautious "buy as needed" model, with weak willingness to stockpile in large quantities. In daily chemicals and cosmetics, demand for high-purity methyl silicone oil remains stable, while procurement volumes for low-volatility, low-impurity specification products in skincare and facial care formulas continue to improve; New energy and electronic packaging sectors have become incremental pillars. As an auxiliary material for defoaming, insulation, and heat dissipation, methyl silicone oil continues to grow with the development of power semiconductor and energy storage supporting industries, driving continuous growth in high-end brand orders. 

On the foreign trade front, inquiries about domestic methyl silicone oil in Southeast Asia and Europe have rebounded, industrial-grade goods are exported smoothly, and electronics and cosmetics-grade products are gradually achieving partial import substitution thanks to quality improvements. However, overseas customers are increasingly demanding compliance documents such as REACH and RoHS, as well as COA test reports, becoming an important barrier for domestic companies expanding into overseas markets. 

Industry analysts believe that the conditions for sharp short-term fluctuations in the methyl silicone oil market are not yet in place, and with raw material costs as a bottom, downside is limited; However, traditional downstream companies lack explosive growth, and price breakthroughs face resistance, so it is expected that fluctuations will continue for some time. It is recommended that downstream companies plan their inventories reasonably, prioritize long-term contract supply sources, and foreign trade manufacturers should review product compliance documents to seize overseas incremental opportunities.