有机硅概念午后异动 晨光新材3连板

Group 1 - The core viewpoint of the article highlights the significant movement in the organic silicon sector, particularly the surge in stock prices of companies like Morning Light New Materials, which achieved a three-day consecutive limit-up [1] - The announcement from Dow regarding the closure of its siloxane facility in the UK due to cost pressures in Europe is a critical factor influencing the market [1] - The closure is expected to begin in mid-2026 and be completed by the end of 2027, affecting a production capacity of 145,000 tons of DMC, which represents 3% of global capacity and 13.7% of overseas capacity [1] Group 2 - Other companies in the organic silicon sector, such as Morning Chemical, Hongbo New Materials, Silica Treasure Technology, Runhe Materials, and Dongyue Silicon Materials, also experienced price increases following the news [1] - The market reaction indicates a potential shift in supply dynamics within the organic silicon industry due to the impending closure of Dow's facility [1]