Silicone Sector Stocks Surge Across the Board; Dongyue Silico
Keywords: Silicone stocks, Dongyue Silicone, Q1 earnings forecast, net profit surge, sector rebound
On April 7, 2026, China’s A-share silicone materials sector staged a strong and broad-based rally, driven by improved profitability expectations and upward price momentum in the bulk silicone market.
Dongyue Silicone Materials (300821) led the gains with a full 20% daily limit-up, after releasing its Q1 2026 preliminary earnings forecast. The company expects its net profit attributable to shareholders to reach 183 million to 203 million yuan, representing a year-on-year increase of 397.02% to 451.34%.
The significant profit improvement mainly comes from:
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Continuous upward movement of silicone monomer (DMC) and downstream product prices since early 2026
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Improved gross profit margins as cost pressures were partially transferred downstream
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Optimized product structure and stable operation of production facilities
Other leading silicone enterprises also rose sharply, including Hesheng Silicon Industry, Xinan Chemical, Chenguang New Materials, and Silicone Treasure Technology. Market investors have turned increasingly optimistic about the sector’s profit recovery in 2026, as supply tightness and cost support continue to underpin product pricing.
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