Group 1 - The company, Dongyue Silicon Materials, specializes in the research, production, and sales of organic silicon materials, including silicone rubber, silicone oil, silicone resin, fumed silica, and organic silicon intermediates [1] - Silicone oil is widely used in various industries such as textiles, daily chemicals, mechanical processing, chemicals, and electronics, with cooling fluids being a significant application area [1] - Currently, the company does not have any cooling fluid products [1] - The main customer base consists of various downstream processing enterprises of organic silicon products [1]

格隆汇8月21日丨东岳硅材(300821.SZ)在互动平台表示，公司专业从事有机硅材料的研发、生产和销 售，主要产品包括硅橡胶、硅油、硅树脂、气相白炭黑以及有机硅中间体等。其中，硅油广泛应用于纺 织、日化、机械加工、化工、电子电气等行业，冷却液也是硅油的一个重要应用领域。公司目前暂无冷 却液产品。公司主要客户群体为各类有机硅下游制品加工企业。 ...

Core Viewpoint - Dongyue Silicones is primarily engaged in the research, production, and sales of silicone materials, with a focus on various applications including cooling fluids, although it currently does not offer cooling liquid products [1] Group 1: Company Overview - The company specializes in silicone materials, including silicone rubber, silicone oil, silicone resin, fumed silica, and silicone intermediates [1] - Silicone oil is widely used across multiple industries such as textiles, daily chemicals, mechanical processing, chemicals, and electronics [1] Group 2: Product Applications - Cooling liquid is identified as an important application area for silicone oil [1] - The company does not currently have any cooling liquid products available [1] Group 3: Customer Base - The primary customer base consists of various downstream processing enterprises that utilize silicone products [1]

每经AI快讯，有投资者在投资者互动平台提问：请问贵公司业务是否涉及液冷服务器相关业务？例 如，公司有机硅是否涉及液冷液原料业务？主要为哪些公司供货方便说下吗？ 东岳硅材（300821.SZ）8月21日在投资者互动平台表示，公司专业从事有机硅材料的研发、生产和销 售，主要产品包括硅橡胶、硅油、硅树脂、气相白炭黑以及有机硅中间体等。其中，硅油广泛应用于纺 织、日化、机械加工、化工、电子电气等行业，冷却液也是硅油的一个重要应用领域。公司目前暂无冷 却液产品。公司主要客户群体为各类有机硅下游制品加工企业。 （文章来源：每日经济新闻） ...

人民财讯8月13日电，就"请问公司在芯片制造领域有没有布局？"问题，东岳硅材（300821）8月13日在 互动平台回复称，公司专业从事有机硅材料的研发、生产和销售，主要产品包括硅橡胶、硅油、硅树 脂、气相白炭黑以及有机硅中间体等，有机硅产品因其优异的密封性、耐候性和绝缘性能，在电子电 器、电力、汽车、新能源等领域有广泛应用。公司目前没有直接用于上述用途的产品，大多产品需经再 加工后用于下游终端产业。 ...

Investment Rating - The report maintains a "Recommended" rating for the organic silicon industry, indicating a positive outlook for the sector [1]. Core Insights - Dow Chemical plans to close its basic siloxane plant in Barry, UK, by mid-2026 as part of its European asset optimization strategy, which will reduce siloxane production capacity by 145,000 tons per year, representing nearly one-third of Europe's total capacity [5]. - The closure is expected to enhance the pricing of organic silicon materials and improve the industry's overall profitability, while also creating significant opportunities for Chinese exporters to fill the supply gap left by the European exit [5]. - The report highlights a steady increase in industrial silicon prices, which supports the upward trend in organic silicon prices, with the average market price reaching 8,881 CNY per ton as of July 10, 2025, up 245 CNY from June 11, 2025 [6][7]. Summary by Sections Recent Trends - The organic silicon industry has shown a positive performance relative to the basic chemical sector and the CSI 300 index over the past year, with a 12-month increase of 17.4% for basic chemicals and 15.8% for CSI 300 [3]. Investment Highlights - The anticipated exit of major overseas producers from the market is expected to enhance the industry's outlook, with a notable increase in demand for organic silicon intermediates, which saw a 5.77% year-on-year increase in exports from China in the first five months of 2025 [5]. - The report emphasizes the importance of monitoring companies with organic silicon intermediate DMC production capacity, such as Xingfa Group, Luxi Chemical, Dongyue Silicon Materials, and others [8]. Key Companies and Earnings Forecast - The report provides earnings per share (EPS) forecasts for several key companies, indicating a positive growth trajectory for firms like Hoshine Silicon Industry and Xingfa Group, with projected EPS of 1.72 and 1.85 for 2025, respectively [8].

Group 1: Stock Market Activity - On the day, 37 stocks were listed on the institutional leaderboard, with 9 stocks seeing net purchases and 28 stocks experiencing net sales [1] - The top three stocks with the highest institutional purchases were: Anglikon (¥115 million), Feiyada (¥69.19 million), and Xinhenghui (¥45.41 million) [1] Group 2: Anglikon Company Overview - Anglikon saw a net purchase of ¥115 million from 7 institutions [3] - The company is currently developing an innovative drug project, ALK-N001, which received clinical trial approval on April 2025 and is in Phase I clinical trials [3] - The National Medical Products Administration has approved ALK-N001 for clinical trials in advanced solid tumors, showing significant tumor suppression effects in various models and good safety profiles, indicating strong innovation and development potential [3] Group 3: Marine Economy and Deep-Sea Technology - The Chinese government emphasizes the high-quality development of the marine economy, aiming for a unique path towards maritime strength [4] - The 2025 Government Work Report first mentioned "deep-sea technology," aligning it with emerging industries like commercial aerospace and low-altitude economy, indicating a commitment to developing deep-sea technology with a market capacity in the trillion-yuan range [4] - The deep-sea technology industry is expected to accelerate its development, supported by continuous policy initiatives and financing opportunities [4] Group 4: Polysilicon Market Insights - Polysilicon futures saw a limit-up increase of 6.99% [5] - Discussions on production cuts are ongoing to control supply and enhance demand, which is expected to stabilize silicon material prices for healthy industry development [5] - The approval of the "Three Norths" photovoltaic desertification planning is anticipated to drive an additional photovoltaic installation scale of 253 million kilowatts, with an average annual increase exceeding 50 GW, primarily impacting next year [5]

Core Viewpoint - The organic silicon market is experiencing a significant decline, with core product prices dropping sharply due to oversupply and weak demand, leading to widespread losses in the industry [1][2]. Group 1: Market Conditions - The price of DMC, a core organic silicon product, fell below 10,500 yuan per ton, representing an approximately 83% decrease from the peak in September 2021, and a cumulative decline of over 23% this year [1]. - The average transaction price has dropped below the cost line, resulting in the industry facing widespread losses [1]. - Supply growth is outpacing demand, with production expected to reach 2.533 million tons in 2024, a year-on-year increase of 20.4%, while demand is projected at 2.191 million tons, a growth of 18.4% [1]. Group 2: Trade and Economic Impact - Trade tensions, particularly the U.S. tariffs on organic silicon products, have increased export costs for Chinese ordinary silicone rubber products by 15% to 20%, impacting the $2.28 billion trade market between China and the U.S. [1]. - The overall performance of listed organic silicon companies has declined in the first quarter, with significant drops in revenue and net profit across multiple firms [2]. Group 3: Industry Challenges and Future Outlook - The primary challenge for the organic silicon sector is the excessive new production capacity, with a projected 24.2% year-on-year increase in production capacity for 2024, marking the peak of the current expansion cycle [2]. - Despite short-term challenges, there are long-term opportunities as policies indicate continued development in real estate, which may boost demand for construction sealants [2]. - The industry is encouraged to focus on high-end and emerging fields, such as medical personal care, photovoltaic films, and automotive sealing components, which are expected to grow at an annual rate exceeding 15% [3].