Group 1 - The organic silicon companies have united to reduce production by 30%, accelerating the industry's turning point, with a potential price gap recovery of 50% based on the cycle experience from 2016 to 2018, as these companies have large production capacities [1] - Overseas giants like Dow Chemical are gradually exiting the market, with a further reduction expected to 600,000 to 700,000 tons by 2026-2027, indicating that this company's business structure is pure and its performance is highly correlated with DMC prices, providing higher potential elasticity [1] - The electronics industry is becoming the main consumer market, with thermal silicone grease, phase change materials, and electronic potting adhesives widely used in servers, base stations, and smart devices, allowing this company to avoid the saturated construction adhesive market and enter high-barrier fields [1]