每经AI快讯，有投资者在投资者互动平台提问：公司通过直接法合成工艺生产有机硅单体，子公司三 友硅业的产品包含一甲基二氯氢硅（一甲含氢，也被称作二氯二氢硅），是其有机硅单体生产的关键中 间体。请问公司以上内容是否属实？ 三友化工（600409.SH）1月9日在投资者互动平台表示，公司有机硅产品主要包括二甲基硅氧烷混合环 体、室温胶和高温胶等，一甲基二氯氢硅是公司有机硅生产过程中的副产物，主要用于生产氨基硅油， 与二氯二氢硅非同一种物质。 （记者 王晓波） ...

格隆汇12月23日丨三友化工(600409.SH)在投资者互动平台表示，目前，公司有机硅产品主要包括二甲 基硅氧烷混合环体、室温胶和高温胶等，不可直接应用于航空航天领域，其下游产品种类众多，可广泛 应用于航空航天、机器人制造、医疗卫生、建筑、日化、新能源等领域。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司的产品广泛应用于航空航天领域，是国内少数能 提供航天级有机硅材料的企业之一是真的吗？ 三友化工（600409.SH）12月23日在投资者互动平台表示，目前，公司有机硅产品主要包括二甲基硅氧 烷混合环体、室温胶和高温胶等，不可直接应用于航空航天领域，其下游产品种类众多，可广泛应用于 航空航天、机器人制造、医疗卫生、建筑、日化、新能源等领域。 （文章来源：每日经济新闻） ...

格隆汇12月2日丨三友化工(600409.SH)在投资者互动平台表示，公司有机硅产品主要包括二甲基硅氧烷 混合环体、室温胶和高温胶等，不可直接应用于CPO技术中的热管理和光学连接环节。 ...

Summary of the Organic Silicon Industry Conference Industry Overview - The organic silicon industry is responding to weak demand by implementing a production cut of 30% as decided in the November meeting, aiming to raise DMC prices to 13,500-14,000 RMB/ton, although previous unsuccessful cuts may affect execution effectiveness [1][3][9] - The industry is experiencing increased costs due to rising electricity prices during the dry season, impacting the pricing strategy as downstream customers remain cautious about high quotes of 13,200 RMB/ton [1][6] Key Points and Arguments - **Production Cuts and Price Adjustments**: The industry plans to maintain a balance between supply and demand by controlling inventory to within 45 days, with DMC prices expected around 13,200 RMB/ton and profit margins between 1,000-1,200 RMB [2][16] - **Market Participation**: High participation from companies in the recent meetings, particularly led by He Sheng's chairman, has positively influenced the industry, although previous maintenance and restarts may hinder the effectiveness of the production cuts [1][8] - **Demand Dynamics**: Traditional demand from the real estate sector is declining, affecting construction sealant needs, while emerging sectors like electric vehicles and battery sealants are providing growth opportunities [1][12][13] - **Strategic Focus of Companies**: Companies like Luxi Chemical are focusing on downstream extension and high-end product development, indicating a shift towards higher value-added products [1][12] Additional Important Insights - **International Market Expansion**: Domestic demand for organic silicon may decline, prompting companies to explore overseas markets, especially as foreign firms like Dow and Bluestar gradually withdraw from overseas capacities due to EU carbon tariffs [1][14][16] - **Future Capacity Plans**: Several companies plan to increase production capacity, such as Yunnan Energy Investment with a planned 400,000 tons and Xinjiang Qiya aiming for the world's largest organic silicon single unit with 1.5-1.6 million tons [11][19] - **Challenges in Execution**: The effectiveness of the production cut plan is contingent on establishing a robust supervision mechanism, as previous attempts faced challenges due to trade tensions and inventory pressures [4][5] - **Market Price Formation**: Current market prices are influenced by raw material costs, particularly industrial silicon, which has seen price increases due to rising electricity costs [6][18] - **Emerging Product Opportunities**: New products like organic silicon leather show potential in various applications, indicating a diversification strategy within the industry [13] Conclusion The organic silicon industry is navigating a complex landscape of declining traditional demand and rising costs while seeking to capitalize on emerging opportunities. The focus on production cuts, strategic market expansion, and high-value product development will be crucial for maintaining profitability and market stability in the coming years.

Core Viewpoint - The company Sanyou Chemical has highlighted its silicone products, which include dimethyl silicone mixed rings, room temperature adhesives, and high-temperature adhesives, emphasizing their properties such as fire resistance, insulation, and high-temperature resistance [1] Product Overview - The company's silicone products are utilized in downstream applications such as sealants and coatings, which are applicable in energy storage and lithium battery sectors for sealing, thermal conductivity, insulation, and flame retardancy [1]

Summary of the Organic Silicon Industry Conference Call Industry Overview - The organic silicon industry experienced a demand growth rate of nearly 20% in the first half of 2025, primarily driven by increased demand for high-temperature adhesives in the electronics sector and a rise in export volumes to Europe. However, the growth rate is expected to slow down to 8%-10% in the second half of the year due to poor performance in the construction sector, although significant demand growth is noted in emerging fields such as new energy and new materials [1][8]. Key Points - **Current DMC Pricing and Cost Structure**: The current price of DMC is approximately 11,000 RMB per ton, with production costs ranging from 10,500 to 10,700 RMB per ton, indicating a narrow profit margin. The rise in industrial silicon prices is a major influencing factor, with some companies reducing costs by self-supplying industrial silicon and chloromethane [1][9]. - **Production Capacity and Utilization**: Domestic organic silicon production capacity accounts for about 70% of the global total, with current operating rates around 72%-73%. This is expected to increase to about 80% in the second half of the year due to easing supply-demand tensions and seasonal demand peaks in September and October [1][11][13]. - **Future Capacity Additions**: No new DMC production capacity is expected to come online in 2025. Planned capacity additions for 2026 are primarily concentrated in the Xinjiang Qiya Phase I project, with other projects facing uncertainties. Supply growth will mainly rely on existing companies increasing their operating rates [1][12]. - **Impact of Dow's Exit**: Dow's exit from the market is not expected to significantly impact global organic silicon supply, as domestic capacity can compensate for the reduction. This is anticipated to benefit domestic exports, with an expected increase in export volumes [1][6]. Market Dynamics - **Price Trends**: The organic silicon market has seen a downward price trend throughout the year, with prices hitting a historical low of 10,000 RMB per ton in mid-June. Following this, there has been a slight rebound in prices due to order fulfillment and inventory reduction [2][4]. - **Demand Forecast**: The second half of the year is expected to perform better than the first half, with a strong demand forecast during the "Golden September and Silver October" period. The impact of U.S. tariffs is anticipated to be less severe in the latter half of the year [5][8]. - **Downstream Product Applications**: High-temperature adhesives account for about 40% of downstream products, primarily used in construction and electronics. Room temperature adhesives make up 30%, while silicone oil accounts for 12%-15%, with applications in personal care and food processing [3][15]. Additional Insights - **Inventory Levels**: Current inventory levels are reported to be around 40,000 to 50,000 tons, with a gradual decline expected as orders are fulfilled. The inventory situation is relatively stable, with monthly consumption around 200,000 tons [20]. - **Global Demand Trends**: Overseas demand for organic silicon is primarily concentrated in the electronics sector, with increasing needs for specialty silicone and customized silicone due to advancements in semiconductor and AI technologies [21]. - **Raw Material Supply**: DMC production requires approximately 0.52 to 0.53 tons of industrial silicon per ton of DMC, with improvements in processes allowing some companies to reduce this to below 0.5 tons [22]. - **Long-term Price Outlook**: Industrial silicon prices may rise in the short term due to futures market support, but long-term trends remain uncertain due to unresolved supply-demand issues [24]. This summary encapsulates the key insights and projections regarding the organic silicon industry as discussed in the conference call.

2025 年 4 月 20 日下午，由北京化工大学新材料校友会主办， 上海臻禧实业有限公司、 埃米三江新材料产业创新中心、上海宝山技术转移有限公 司、有机功能材料与应用技术研究所、互联宝地滨江园、苏州市化工新材料产业创新联盟协办的有机硅材料应用创新共创沙龙，在上海宝山互联宝地滨 江园埃米三江新材料产业创新中心圆满举行。 本次沙龙聚焦有机硅材料在人形机器人、电子皮肤、汽车电子等前沿领域的应用，同时结合 AI 辅助设计、环保法规等热点议题，旨在搭建一个交 流、合作、共赢的平台，助力有机硅材料行业的高质量发展，挖掘创新机会。 活动吸引了近 30 人参加，上海宝山大学科技园发展有限公司党委书记、董事长朱景宏应邀出席了本次活动。活动由北化新材料校友会秘书长胡广君 主持。上海臻禧实业有限公司 、 上海埃米三江新材料科技有限公司董事长、北化新材料校友会副会长姜宝文发表开幕致辞，阐明了本次活动的初衷，希 望与有机硅行业同仁共同探讨行业发展面临的问题、卡点及创新机遇。 主题分享环节中，国金证券基础化工组研究员李含钰女士发表题为《有机硅材料：基本面分析与未来产业应用展望》的演讲。她指出，有机硅材料 凭借优良性能，在电子、电力、建 ...