Group 1 - Dow Chemical announced a price increase of 10-20% for its main products in the silicone business line starting from December 10 in the Greater China region [1] - From 2019 to 2024, China's nominal capacity for silicone intermediates is expected to expand from 1.52 million tons to 3.44 million tons, with a CAGR of 17.8% [1] - There are no large-scale new capacity releases anticipated in the future, indicating that the expansion cycle is nearing its end [1] Group 2 - Significant demand growth is expected in niche areas such as sealing adhesives for electric vehicle batteries, thermal silicone for 5G base stations, and electronic power insulation encapsulants [1] - Traditional application areas like medical-grade silicone, aerospace high-temperature materials, and textile additives are also seeing innovative scenarios that may drive demand growth [1] - National Investment Securities noted that over the past five years, more than 300,000 tons/year of production capacity has been announced to exit in Europe and the U.S. due to high production costs and shifts in development focus [1] Group 3 - The current production capacity for silicone monomers is 400,000 tons per year for Sanyou Chemical [1] - Dongyue Silicon Materials is one of the largest producers in China's silicone industry, with a designed capacity of 600,000 tons/year for monomer synthesis [1] - If the industry implements a 30% production cut plan, it could impact nearly 90,000 tons of supply per month, potentially enhancing price elasticity [1]