According to data from iFinD, the spot price of dimethyl carbonate (DMC) stood at 5,650.00 yuan per tonne on September 21, down 0.88% on the day, declining 15.67% over the past week, yet surging 27.68% over the past month. The spot price trend for DMC on September 21, 2026, reflected a latest quote of 5,650.0 yuan, with a daily change of -0.88%, a weekly change of -15.67%, and a monthly change of +27.68%.

DMC is a midstream product linking upstream raw materials with downstream electrolytes and polycarbonate (PC). On September 21, the reference price for DMC was 6,683.33 yuan per tonne, up 34.11% from September 1. This rally is primarily driven by tightening conditions on both the supply and demand sides: new industry capacity deployment has slowed, some inefficient facilities remain idle for extended periods, and recent plant maintenance and load reductions have limited spot supply growth, prompting producers to ration shipments and hold firm on prices. Meanwhile, demand from polycarbonate and lithium battery electrolytes has improved, with electrolyte solvents entering their traditional peak season. Stronger downstream procurement support has accelerated the upward price movement.

In the near term, the tight supply situation shows no signs of significant easing, and prices are expected to remain elevated. However, as maintenance units resume operations, the pace of future gains may narrow.

Related publicly listed companies tied to DMC include Sanfu Holdings with a 20-day gain of 21.59% at 50.35 yuan, Hengxing New Materials up 14.04% at 18.11 yuan, Huaertai rising 8.84% to 10.84 yuan, Hengguang Shares climbing 7.21% to 23.78 yuan, and ST Xinghua advancing 6.42% to 2.82 yuan.

Within the industry chain, DMC's upstream mainly involves raw materials such as methanol, propylene oxide, and carbon dioxide, along with synthesis equipment. Its downstream applications span lithium battery electrolytes, coating solvents, polycarbonate, pesticides, and pharmaceutical intermediates, making it a key product in the green chemical sector.

A note of caution: rising commodity prices do not necessarily translate into synchronized gains for related stocks, as individual share performance is also influenced by company earnings, policy changes, and market sentiment. This content is compiled by AI for reference only and does not constitute investment advice.