The organic silicon concept surged, Dongyue Silicon Materials hit the 20% daily limit, and Hesong Silicon Industry and others saw significant gains.

The organic silicon concept saw a strong intraday rally over the past seven trading days. As of the time of this release, Dongyue Silicate reached the 20% daily limit-up, Xinan Shares also hit the limit-up, and Luxi Chemical, Silicon Treasure Technology, and Zhejiang Jingsheng Silicate, among others, rose by more than 8%.

On the evening of the 3rd, Dongyue Silicate disclosed its 2026 first-quarter performance forecast. It expects net profit attributable to shareholders of the listed company to increase by 397.02%—451.34% year over year in the first quarter. The company said that, since December 2025, driven by improvements in the market environment and the industry’s supply-and-demand structure, prices of the industry’s major organic silicon products have risen and returned to a reasonable range. In addition, the company has continued to advance refined management and to tap internal potential, keeping production operating steadily, effectively controlling costs and expenses, and further enhancing its profitability.

Institutions said that organic silicon prices have long hovered around the bottom of the cycle, and in the future, as supply and demand improve, prices are expected to enter an upward channel. They recommend focusing on companies that have organic silicon production capacity and a relatively well-developed layout across the upstream and downstream industrial chains.